Getting Organized with Bookmarks

Whats New
  1. Training Overview
  2. Account Information
  3. My Dashboards
  4. User Groups
  5. Fun With Bookmarks
  6. Support

Training Overview #

Learn how to create bookmarks from clickable reports. Learn how to bookmark/save reports that you make. Learn how to share bookmarks – on the fly or later. Learn about bookmarks/reports that have been shared with you. Learn how to use the cloud to share/receive bookmarks from any user in the state!  We will also learn how to use my dashboards and organize your space with bookmarks and spaces.   Let’s get organized!!!

Account Information #

To access your account settings, look for the 3 horizontal bars located in the top right corner of the screen. This is sometimes referred to as the “hamburger menu”.

There are two types of access from within the user account settings.

  • Administrators will have access to system setup sections and permissions.
  • My Account is for “End Users”  – “Your Account Page”
    •  Your Profile  is used to change passwords
    • Job Title/Areas of Interest is used to create a listsev. The users access/account permissions will NOT be affected.
    • User Settings change the dashboard displays.

My Dashboards #

“My Dashboards” in OnPoint provides users with a personalized dashboard experience that will allow:

  • Add WIDGETS and SPACES to build the dashboard area
    • Note: ESCs and Charter Schools with Regional Level access can build separate dashboards for each Region/LEA chosen in top filter selection
  • Print Dashboard spaces to a single page png file
  • View “FAVORITE” (starred) BOOKMARKS
  • See the TOP 10 statewide OnDataSuite CLOUD SHARED bookmarks
  • Note the TOP 10 REPORTS being used
  • Discover the TRENDING WEBINARS that were recorded and being watched via the “Support” section.

The order of the sections, on the left, can be changed by using the directional arrows appearing as you hover over the section’s title. Simply click and drag to the desired position on the navigation bar (left).

Search Knowledge Base for more details on any of the specific sections (i.e. Add Widget).

User Groups #

User Groups Used in conjunction with bookmarks to share reports with multiple users at once.

Example: Principals

Locate: Find the tab in the top black menu bar “User Groups”.

  • Select the “Create Group” button and enter a title for the User Group in the box.
  • Drag and drop user names from the “Active User” box to the “Group Members” box.
  • Message will display that a “member” has been added to the group.

Best Practice: Once the group is complete, go to “Bookmarks” and use the “Share” tab to locate the user group.

NOTE: Upon moving the “User Group” to “Shared Users”, everyone included in this group will have access to the report consistent with the user account permissions.

Fun With Bookmarks #

Bookmark functionality is found on ALL Validation and Custom reports, under the “Tools” drop down – top right.

 

Bookmark option is also available when creating Ad Hoc reports from the Report Center. The black box will pop up on the right after the report is created. Toggle to “On” and “Save”. Option to change the name of the report.

Bookmarks enables the user to:

  • Save the report and its parameters.
  • NOTE: Data on report stays updated with new data loads
  • Share reports with other ODS users
  • Create folders for organization
  • Establish a platform of consistent reports and data analysis
  • Keep reports up to date as of the last data set loaded.
  • Open reports from this tab

Locate reports that have been Bookmarked at the top black menu bar on the left side.

Utilize: Reports you bookmark will either be under the “My Report” section (left) or in a folder, you have created.

Bookmarks that have been shared with you will be under the “Shared with me” tab.

  • Recommendation to open and “bookmark” any shared reports, so they are available to you even if the creator of the report deletes their bookmark.

 

NOTE: User can “Add” folders for special topics/projects to keep reports organized.

Best Practice:

  • Bookmark Reports that will be used repeatedly.
  • Using Filters/Heatmaps/Graphs when creating the report to be bookmarked, will be retained.
  •  This will also ensure that only the data filtered for the report will be displayed even when new data files are loaded.

Example: A report created and filtered for a certain year, 2017-18, will only still only display 2017-18 data, even when a file for 2018-19 is loaded.

  • Use Bookmarks as a platform for sharing reports with other OnDataSuite users.

 

LEA Cloud Sharing

After a report has been bookmarked, use the “cloud” icon to share it with any other OnDataSuite users in the state.

  • You will be asked to Name/Describe the report.
  • Option to provide your contact info in case anyone using the report has any questions.
  • Tag with keywords- searchable.

You will need to let specific users know that you have put a report in the cloud as there are no notifications!

Support #

Support/Training #

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Training>Webinars

  • Past recorded and Future upcoming sessions

Ticket – Use to enter a question, problem, or feature request with detailed information and click “Ticket”.

As you type in the Subject box, the Knowledge base search results appear to the right to help with answering questions before submitting a ticket.

Help – Use to search the Knowledge Base for information on the entire OnDataSuite system.

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