Edit mode gives Power Users the ability to edit and create visualisations, pages, chapters and dossiers.
Power Users can open edit mode by clicking the pencil icon on the right side of the page.
The navigation tools are divided into three sections:
Panel Selector
Report Editing Tools
Page Tools.
Panel Selector
Use the panel selector on the left side of the page to switch between the panels listed below, and to pin or unpin panels while you work on your dossier.
See below an explanation of each icon found in the Panel Selector.
Contents Panel | Navigate easily between all Chapters and Pages in the current Dossier. |
Datasets Panel | Shows attributes and metrics which can be selected for building your visualisation. |
Editor Panel | See and edit what metrics and attributes are in the selected visualisation. |
Filter Panel | Shows available filters, including Scorecard, Group, Current Supervisor, Evaluator, Team, Supervisor, Staff, Score Tag List. |
Format Panel | Formatting options, broken out by 'Visualisation options', 'Text and Form' and 'Title and Container'. |
Layers Panel | The layers panel sits on the right side and allows the ability to layer visualisations (ex. send to the back or to the front). |
Theme Panel | The theme panel sits on the right side and shows available design themes to choose from. |
Hide All Panels
| Click on this icon to hide/ unhide all panels. |
Report Building Tools
Use the report building tools that sit across the top of the page to build and edit your page and visualisations.
See below an explanation of each icon found in the Report Building Tools.
Show Navigation | Click on this icon to bring up a menu of Chapters and Pages. |
Visualisation | Create a visualisation, choosing from the various format options. |
Filter | Click here to add a dynamic filter to your page and/ or visualisations. |
Text | Add a text box to your page. |
Image | Add an image to your page. |
Shape | Add a shape to your page. |
Panel Stack | Create a panel of multiple separated out report visualisations via tabs. |
Information Window | Open up a new visualisation or panel selector in a new window. |
Page Tools
Undo | Undo an action. |
Redo | Redo an action. |
Pause Data Retrieval | Edit the dashboard without retrieving data. |
Add Data | Add data to your dataset. |
Add Chapter | Add a chapter to your dossier. |
Add Page | Add a page to your chapter. |
Generate Embedding URL | Generate a link to your report. |
Convert to Free Form Layout | Move between automatic layout to free form page control. |
Natural Language Query | Build a visualisation using natural language queries. |
Responsive View Editor | Only available with auto-layout form. Group visualisations that you want to appear side by side in the responsive preview. |
Responsive Preview | Each visualisation defaults to fill the width of the entire screen. As above, group visualisations that you want to appear in the same row, using the Responsive View Editor. |
Page Size | Adjust the page size. |


