The user can create, organize and describe their collections based on their own preferences.
- The user can create a new collection directly from the Collections page or Explore page. On the Collections page, the user can select the New Collection tab (see Figure 20 Reporting Collections page).
- By selecting the New Collection tab, the “Explore Content” button with a success message stating that a collection for the user has been created will be displayed at the top of the page (see Figure 21 Explore Content for Collections).
- By selecting the “Explore Content” button, all the folders in the Explore menu will be displayed and the user can select the desired reports to build the Collections (see Figure 22 Folders list on Explore page).
- The user must open the folders and select the desired report check box.
- Once the reports has been selected, the Select All, Clear All and Actions tab will be displayed on the page. By selecting the Actions tab, a list of menu options will be displayed (see Figure 23 Add Reports to Collections).
- By selecting the “Add to Collections” option, the Add to Collections pop-up will be displayed. The user must select the folder name from the available list and select “Add” button (see Figure 24 Select the Collections folder).
- Once the reports has been added to the Collections, a success message will be displayed at the top of the page. The user can select the “Go to Collections” link to view the added reports (see Figure 25 Reports added to Collections).
- On the Collections page, the user can add the description in the “Describe what this collection is about” field and select the “Save” button (see Figure 26 Add description to Collections).
- By selecting the “Save” button, the description for the added folder will be displayed. The user can also select the More Actions option to Share, Details, Rename, Permissions, Change Owner and Delete the added reports (see Figure 27 Added Reports in Collections).
Figure 21 Explore Content for Collections
Figure 22 Folders list on Explore page
Figure 23 Add Reports to Collections
Figure 24 Select the Collections folder
Figure 25 Reports added to Collections
Figure 26 Add description to Collections
Figure 27 Added Reports in Collections