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Getting Started with Zoola™

The Zoola™ Workflow

1.1.1

The Home Page

The Library Page

The Repository

 

 

The following menu items are available at the top of every page in Zoola™, including the Home page:

 

Menu Item

Description

Home Icon

Clicking this icon takes you back to the Home page.

Library

Clicking this icon displays a pared-down repository page that contains the Ad Hoc views, reports, and dashboards accessible to the current user.

View

Hovering over this icon displays the following items:

  • Span
    stylecolor: #000000;
    Search Results: Displays the repository of resources filtered by criteria selected in the Filters panel.

  • Span
    stylecolor: #000000;
    Repository: Displays the repository of files and folders containing resources, such as reports, report output, data sources, and images.

  • Span
    stylecolor: #000000;
    Schedules: Lists the Reports that you have scheduled.

  • Span
    stylecolor: #000000;
    Messages: Lists system messages (such as an error in a scheduled report).

Manage

Hovering over this icon displays the following items:

  • Span
    stylecolor: #000000;
    Organizations: Opens the Manage Organizations page.

  • Span
    stylecolor: #000000;
    Users: Opens the Manage Users page.

  • Span
    stylecolor: #000000;
    Roles: Opens the Manage Roles page.

Create

Hovering over this icon displays the following items:

  • Span
    stylecolor: #000000;
    Ad Hoc View: Launches the Ad Hoc Editor for designing views interactively.

  • Span
    stylecolor: #000000;
    Dashboard: Launches the Dashboard Designer for laying out multiple reports with input controls, labels, and images.

  • Span
    stylecolor: #000000;
    Domain: Launches the Domain Designer for setting up a Domain.

 

If you log in as an administrator, the Home page has additional options and menu items for managing users, roles, organizations, and settings (e.g repository folder names). On the right side of the toolbar, you can always access the Back to LMS and Help icons, as well as the search bar. 
 

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