Information Library

From Analysis, Information library, you can view queries and KPIs.

• View Options: The left-side pane allows you to view queries by folder, category, owner, or record type, and to view KPIs by folder, type, or record type. Select an option from the View by field, and the results display below.

• List Updates: The list of queries or KPIs is easy to navigate. Use the Search field to quickly search for a query or KPI, use filters on each column, and select the columns to see. To view different columns, click Columns and select the ones you want to display.

• Folders: To organize your queries or KPIs by folders, click Manage folders.

• Favorites: To mark queries and KPIs as favorites, click the star next to the query or KPI name.

• Categories: To add queries to a category, select the checkbox next to the query and click Move. Select a category and click Save. You can move multiple queries at one time.