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YOU ARE CURRENTLY ACCESSING AN OUTDATED VERSION OF THE ZOOLA HELP DOCUMENTATION

Go to https://help.zoola.io for up-to-date documentation, videos, walkthroughs, and case studies.




Menu Items

 

 

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:

  • Search Results: Displays the repository of resources filtered by criteria selected in the Filters panel.

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

  • Schedules: Lists the Reports that you have scheduled.

  • Messages: Lists system messages (such as an error in a scheduled report).

Manage

Hovering over this icon displays the following items:

  • Organizations: Opens the Manage Organizations page.

  • Users: Opens the Manage Users page.

  • Roles: Opens the Manage Roles page.

Create

Hovering over this icon displays the following items:

  • Ad Hoc View: Launches the Ad Hoc Editor for designing views interactively.

  • Dashboard: Launches the Dashboard Designer for laying out multiple reports with input controls, labels, and images.

  • 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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