Use SIRI Dashboard Heading Menus

On any SIRI dashboard, right click on the column headings to view the menu options.

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How to Use SIRI Dashboard Heading Menus

How to Use SIRI Dashboard Heading Menus

1. Select a SIRI Dashboard

  • Log into SIRI.
  • At the top, click Dashboards, then click on the dashboard you want to view (Figure 1).
Zoom image: Figure 1 At the top, click Dashboards, then click on the dashboard you want to view.

Figure 1

2. Right Click on a Column Heading

  • On the dashboard, right click on any column heading to see the menu options (Figure 2).
Zoom image: Figure 2 On the dashboard, right click on any column heading to see the menu options.

Figure 2

  • On the heading menu you can select the following options (Figure 3).
Zoom image: Figure 3 On the heading menu you have several options to choose from.

Figure 3

  • Click Sort Column for the following sorting options:
    • Click Sort Ascending to sort the column in ascending order.
    • Click Sort Descending to sort the column in descending order.
    • Click Add Ascending Sort to add another ascending column sort.
    • Click Add Descending Sort to add another descending column sort.
    • Click Clear All Sorts in View to clear all sorts you made on the report.
  • If the column has calculated fields, the following menu options will be available:
    • Click Show Subtotal then click After Values to show the subtotal at the end of the column (Figure 4).
    • Click Show Row level Grand Total then click After Values to show the grand total at the end of the row (Figure 4).
Zoom image: Figure 4 If the column has calculated fields, the menu options Show Subtotal and Show Row level Grand Total will be available.

Figure 4

  • Click Exclude column to remove the column from the report. It can be added back in later.
  • Click Move Column for the following menu options:
    • Click Left to move the column left on the report.
    • Click Right to move the column right on the report.
    • Click To Prompts to create a prompt at the top of the report (Figure 5).
Zoom image: Figure 5 Click To Prompts to create a prompt at the top of the report.

Figure 5

  • Click To Sections to create separate reports of the column (Figure 6).
Zoom image: Figure 6 Click To Sections to create separate reports of the column.

Figure 6

3. Click Clear My Customization to Return to Default Dashboard

  • Clear your customizations to return to the default dashboard.
  • At the top right of the dashboard, click Page Options to see the menu options. Click Clear My Customization to clear all customizations from the dashboard. (Figure 7) 
  • The dashboard will return to the default so you can start over. 
Zoom image: Figure 7 At the top right of the dashboard, click Page Options then click Clear My Customization to clear your customizations and return to the default dashboard.

Figure 7