Filters and Settings pane


The Filters and Settings pane at the right of the Envision workspace comprises three tabs - Filters, Pages, and Settings. These tabs allow you to browse or search for the data source dimensions using the Dimension Browser, add or remove bookmark filters, enable or disable sparse browsing, view the reports comprising a single page or many pages along with the last modified date as thumbnails, and modify the chart, report, and page properties of the selected chart or report.

The following table explains the functions of the tabs in the Filters and Settings pane.

Tab

Description

Select to browse dimensions of the data source, search for a dimension, enable or disable sparse browsing, or apply filters to the selected dimensions of the chart. You can also add new bookmarks or clear the existing bookmark filters. For more information on defining filters, see Setting Filters.

Select to create a new report page or a report page group category, and copy or delete the selected report page. You can see the reports comprising a single page or many pages along with the last modified date, and are displayed as thumbnails. When you mouse-over a report page thumbnail, you can create a copy of the selected report page. You can also create hidden categories for report pages.

Select to modify the chart, page, or report settings of the selected chart. You can also configure a schedule for exporting reports in PPT and PDF formats.