The Navigation Sets Page

You will need to create Navigation Sets in order to create Report Shortcuts. Do so using this page.

Create a Navigation Set

To create a navigation set, follow these steps:

1. First, use the Context/Report Selection pane to:
   1. Choose the context that is associated with the report you wish to assign to your shortcut using the Context drop-down menu.
   2. Choose the report you wish to run with your shortcut using the Report drop-down menu.
Make sure you choose a context and report before you create your navigation set.
2. Click the Create button.

3. Enter a name for your navigation set in the Navigation Sets field.

4. Use the Owner drop-down menu to specify the ownership of your navigation set.
Share your navigation set with multiple users by setting the ownership to a group role.


Click image to expand or minimize.

5. Configure the options in the Hierarchy/Version Selection pane:
   1. Select a hierarchy from the Hierarchy drop-down menu.
   2. Select a version from the Version drop-down menu.
   3. (Optional) Select a version Filter from the Version Filter drop-down menu.
   4. (Optional) Select a filter from the Filter drop-down menu.
6. (Optional) Use the Quick Filter field in the (Undefined variable: General.HrcSrch) pane to help you locate the objects you wish to include in your report.
7. Select a node of your report that will be used to launch your report.
Report shortcuts can only be used to run reports on complete levels of your hierarchy.
8. Click the Save button to save your navigation set.

Edit a Navigation Set

To edit a navigation set, follow these steps: 

1. Select the context associated with the navigation set you wish to modify using the Context drop-down menu in the Context/Report Selection pane.
2. Select the navigation set you want to edit from the Navigation Set drop-down menu.

3. Click the Edit button.
4. Modify your navigation set as you would when creating it. You will be able to:
   1. Change the name of the navigation set.
   2. Change the ownership of the navigation set.
5. Click the Save button to save the changes.

Delete a Navigation Set

To delete a navigation set, follow these steps:

1. Select the context associated with the navigation set you wish to delete using the Context drop-down menu in the Context/Report Selection pane.
2. Select the navigation set you want to delete from the Navigation Set drop-down menu.

3. Click the Delete button. A message box opens to ask you to confirm the delete.
4. Click OK to confirm the delete.

Activate a Navigation Set

Now that your navigation set has been created, in can be used to create a reporting shortcut. For more information see The Report Shortcut Page.