TABLE OF CONTENTS

1. INTRODUCTION

2. OVERVIEW

3. LOGGING INTO CDSS APPLICATION
  • 3.1 Registering for a Username and Password
  • 3.2 Logging into the System without Registering

    4. MY PORTFOLIO MODULE
  • 4.1 Accessing the My Portfolio Module
  • 4.2 Viewing Project Details

    5. DASHBOARD MODULE
  • 5.1 Accessing the Dashboard Module
  • 5.2 Instructions for Creating Dashboards
          5.2.1 Adding a URL
          5.2.2 Editing a URL
          5.2.3 Re-ordering the URLs
          5.2.4 Deleting a URL
  • 5.3 Organizing Dashboards
          5.3.1 Renaming Dashboards / Reports
          5.3.2 Re-ordering Dashboards / Reports
          5.3.3 Deleting a Dashboard / Report
  • 5.4 Organizing Report Windows
          5.4.1 Organizing Windows in Cascading Order
          5.4.2 Organizing Windows in Tile Order
  • 5.5 Saving a Dashboard

    6. LIST MODULE
  • 6.1 Accessing the List Module
  • 6.2 Expanding the List Item
  • 6.3 Sorting List Items
  • 6.4 Browsing among List Items
  • 6.5 Hiding / Showing Images in the List
  • 6.6 Instructions for Modifying the Current View
          6.6.1 Adding List Groups / Columns / Column Groupings
          6.6.2 Re-ordering Groups / Columns / Column Groupings
          6.6.3 Removing Groups / Columns / Column Groupings
          6.6.4 Setting a View as Default
  • 6.7 Refining the Reports

    7. CHART MODULE
  • 7.1 Accessing the Chart Module
  • 7.2 Instructions for Creating Chart Reports

    8. MAP MODULE
  • 8.1 Accessing the Map Module
  • 8.2 Instructions for Creating Map Reports

    9. REPORT MODULE
  • 9.1 Accessing the Report Module
  • 9.2 Instructions for Creating a Report
  • 9.3 Previewing a Report
  • 9.4 Generating a Report
  • 9.5 Refining Reports
  • 9.6 Customizing Reports
          9.6.1 Formatting/Styling Report Components
          9.6.2 Re-ordering Report Table Components
          9.6.3 Sorting Report Table Components
          9.6.4 Displaying Totals in a Report
          9.6.5 Removing a Report Table Component
          9.6.6 Switching Report Table Components

    10. DETAILS SECTION
  • 10.1 Accessing the Details Section
          10.1.1 Browsing among Projects
          10.1.2 Printing the Project Details
          10.1.3 Editing an Existing Project
       
    11. CUSTOMISED REPORTING IN LIST, CHART, MAP AND REPORT MODULES
  • 11.1 Setting Report Options (List, Chart, Map and Report Modules)
  • 11.2 Saving Reports (List, Chart, Map and Report Modules)
          11.2.1 How to Save New Reports
          11.2.2 How to Save a Copy of the Report
  • 11.3 Re-organizing Reports (List, Chart, Map and Report Modules)
  • 11.4 Exporting Reports to Word, Excel, PDF (Chart, Map and Report Modules)
  • 11.5 Printing Reports (Chart, Map and Report Modules)

    12. FILTERING
  • 12.1 Instructions for Creating Filtering Criteria
  • 12.2 Instructions for Creating Search Criteria

    13. LOGGING OUT