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Perspectives Grid ExampleImage Modified

Summary

The User Management Perspectives grid allows Users with Admin privileges to access the Perspectives of other Users and either delete them or copy them to other User's accounts. This can help the onboarding of new PCR-360 Users by immediately setting up useful Perspectives other Users with similar roles use on that new User's account.

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  • The User logs out and back in
  • A new Perspective is created
  • An existing Perspective is updated

Scheduling a Report

Admins can choose to schedule a Report based on a Persetective from the Perspectives Grid

Schedule a Report

  1. From the Perspective Grid's toolbar, click the Schedule ReportImage Added button.
  2. Set the schedule on the form:
    Schedule Report Form exampleImage Added
  3. Once the Report is scheduled, click theĀ Schedule ReportImage Added button on the form.
  4. The schdule details will be added to the Perspectives Grid.

Stop a Scheduled Report

  1. From the Perspective Grid's toolbar, click the Schedule ReportImage Added button, for a Perspective with a Scheduled Report.
  2. Click theĀ Discontinue ReportImage Added button, to stop the Report.
    Schedule Report Form exampleImage Added
  3. The schdule details will be removed from the Perspectives Grid.


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