Qbyte Optix Land My Home

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1 View My Favorites
2 Find Report Criteria
3 Find Archived Report Output
4 Managed Configuration

The My Home tab in Optix is where the user can organize and personalize Optix to the way they work and use information.

View My Favorites

The View My Favorites section allows the user quick access to frequently run reports. The user must define their own favorite categories and assign reports to each category in order for the reports to appear in View My Favorites. The categories are sorted alphabetically and can be expanded or collapsed as the user wishes.

To create a category, the user must click on the Manage Favorite Categories link, then the Create New Favorite Category link. To assign a report to a category, the user must find the report using the Find Report Criteria functionality. Once the report has been located, the user can click on the report name to view the available actions; one of which is "Favorite Category". The user can then select the category from the dropdown list to assign the report to a favorite category. If the user hasn't created any favorite categories yet, then by default, the category defaults to 'Not a Favorite'. Only once the report has been assigned to a Favorite Category will the Favorite category display in the View My Favorites section. To change the Favorite Category name, the user must click directly on the category name which will result in a popup allowing them to rename the category. the Favorite Category must be empty in order for the category to be deleted from the drop down list.

To reassign the report to a different report group, the user can click on the report name to view the available actions; one of which is "Favorite Category". The user can then select the new category from the dropdown list. To remove a report from a Favorite Category, the user can click on the report name to view the available actions; one of which is "Remove from Favorites".

The user can perform various actions for a report by clicking on the report name. These actions include:

Edit Report Criteria - this is used to view and/or change the criteria for the report
View Report - this is used to immediately execute the report criteria
Print to PDF - this is used to immediately execute the report criteria and automatically display the report in an Adobe Reader window.
Export to Excel - this is used to immediately execute the report criteria and display the report in an Excel spreadsheet. When Export to Excel is choosen, the user will have the option to Export with Default Template or to Export Without Template. Export with Default Template will bring the data into Excel in a format similar to how the formatted report appears. If the option Export Without Template is selected, the data will will be presented in a columnar spreadsheet format.
Submit Archive Request - this is used to execute the report criteria and generate an archive, in PDF format, of the report output
Change Report Criteria Name - this is used to change the name of the report criteria; the user can only change the name of report criteria they own
Change Report Criteria Description - this is used to change the description of the report criteria; the user can only change the description of report criteria they own
Delete Report Criteria - this is used to completely remove the report criteria from Optix; the user can only delete report criteria they own. Optix system administrators can delete other users' report criteria.
Remove from Favorites - this is used to remove the report criteria from the favorite report group
Favorite Category - this is used to reassign the report criteria to a different report group category by selecting the new report group from the dropdown list
Share Report Criteria - this is used to flag the report criteria as public so it is visible to others; the user can only share report criteria they own

Certain actions are not available if you are not the report owner (Print to PDF, Change Report Criteria Name, Change Report Criteria Description, Share Report Critera).

To the left of the report criteria name are Edit and View quicklinks. Invoking these quicklinks result in the same action as the Edit Report Criteria and View Report actions as documented above.

If desired, the user is able to provide more information about the report by entering text in My Comments. These comments will not appear on the output of the report. Report Criteria within each report group may be sorted by Report Criteria Name, My Comments or Type by clicking on the sort icons in the column headers.

Underneath the table is a series of paging commands. The commands act as follows:

First - Clicking this link takes the user to the first page of the table
< Previous - Clicking this link takes the user to the page before the current page of the table
1 2 3 - Clicking one of these page number links takes the user to that page in the table
Next > - Clicking on this link takes the user to the page after the current page of the table
Last (of 99) - Clicking on this link takes the user to the last page of the table
Jump to Page - Clicking on this link allows the user to specify a page number to directly navigate to

Find Report Criteria

The Find Report Criteria section allows the user to search for their own report criteria and other users shared report criteria. To search for report criteria, enter text in the box to the left of the search button. As text is entered, the search results will continually be refined. Click on the Clear Search button to remove the text from the search box. To search other users shared report criteria, click on the "Include Other Users' Shared Report Criteria" checkbox.

The user can perform various actions for a report by clicking on the report name. These actions include:

Edit Report Criteria - this is used to view and/or change the report criteria for the report
View Report - this is used to immediately execute the report criteria
Print to PDF - this is used to immediately execute the report criteria and automatically display the report in an Adobe Reader window.
Export to Excel - this is used to immediately execute the report criteria and display the report in an Excel spreadsheet. When Export to Excel is choosen, the user will have the option to Export with Default Template or to Export Without Template. Export with Default Template will bring the data into Excel in a format similar to how the formatted report appears. If the option Export Without Template is selected, the data will will be presented in a columnar spreadsheet format.
Submit Archive Request - this is used to execute the report criteria and generate an archive, in PDF format, of the report output
Change Report Criteria Name - this is used to change the name of the report criteria; the user can only change the name of report criteria they own
Change Report Criteria Description - this is used to change the description of the report criteria; the user can only change the description of report criteria they own
Delete Report Criteria - this is used to completely remove the report criteria from Optix; the user can only delete report criteria they own. Optix system administrators can delete other users' report criteria.
Remove from Favorites - this is used to remove the report criteria from the favorite report group
Favorite Category - this is used to reassign the report criteria to a different report group category by selecting the new report group from the dropdown list
Share Report Criteria - this is used to flag the report criteria as public so it is visible to others; the user can only share report criteria they own

Certain actions are not available if you are not the report owner (Print to PDF, Change Report Criteria Name, Change Report Criteria Description, Share Report Critera).

To the left of the report criteria name are Edit and View quicklinks. Invoking these quicklinks result in the same action as the Edit Report Criteria and View Report actions as documented above. Report Criteria results may be sorted by Report Criteria Name, Description, Type, Category, Shared, Owner and Last Modified On by clicking on the sort icons in the column headers.

Underneath the table is a series of paging commands. The commands act as follows:

First - Clicking this link takes the user to the first page of the table
< Previous - Clicking this link takes the user to the page before the current page of the table
1 2 3 - Clicking one of these page number links takes the user to that page in the table
Next > - Clicking on this link takes the user to the page after the current page of the table
Last (of 99) - Clicking on this link takes the user to the last page of the table
Jump to Page - Clicking on this link allows the user to specify a page number to directly navigate to

Find Archived Report Output

The Find Archived Report Output section allows the user to search for their own archived report output and other users report output. To search for archived output, enter text in the box to the left of the search button. As text is entered, the search results will continually be refined. Click on the Clear Search button to remove the text from the search box. To search other users shared report output, click on the "Include Other Users' Shared Report Output" checkbox.

The user can perform various actions for an archive by clicking on the report output name. These actions include:

View Output - this is used to view the archive in PDF format
View Log - this is used to display the log file information from the archive process
View Status Details - this is used to view the status and corresponding details of each step executed during the archive process
Change Report Output Name - this is used to change the name of the archived output; the user can only change the name of archived output they own
Change Report Output Description - this is used to change the description of the archived output; the user can only change the description of archived output they own
Delete Report Output - this is used to completely remove the archived output from Optix; the user can only delete archived output they own. Optix system administrators can delete other users' archived output.
Share Report Output - this is used to flag the archived output as public so it is visible to others; the user can only share archived output they own

Certain actions are not available if you are not the report owner (Change Report Output Name, Change Report Output Description, Share Report Output).

To the left of the archived output name is a View quicklink. Invoking this quicklink results in the same action as the View Output action as documented above. Archived Report Output results may be sorted by Report Output Name, Description, Status, Output Type, Shared, Owner, Status and Completed On by clicking on the sort icons in the column headers.

Underneath the table is a series of paging commands. The commands act as follows:

First - Clicking this link takes the user to the first page of the table
< Previous - Clicking this link takes the user to the page before the current page of the table
1 2 3 - Clicking one of these page number links takes the user to that page in the table
Next > - Clicking on this link takes the user to the page after the current page of the table
Last (of 99) - Clicking on this link takes the user to the last page of the table
Jump to Page - Clicking on this link allows the user to specify a page number to directly navigate to

Managed Configuration

This section is used to create and maintain Configurations