Page 8 - 3E User Manual- updated 3-2018
P. 8
Dashboard Overview
Dashboard
• The home screen which appears when 3E is accessed is called a Dashboard.
• Each blue section is called a part.
• To maximize any part on the dashboard, select the maximize icon . Select the icon again to minimize.
• To export any report, select this icon . From the pop up box at the bottom of the screen, choose Open to
export to Excel or choose Save As from the dropdown to save the report in Excel format.
• To print or save any report, select this icon . Then, select Print To Screen and select Print. In addition, to
email the report, enter the email address in the Email To box, type a Subject and a Message, if desired, and
select Print. The report can be saved as a pdf if Print to Screen is selected.
• In any part with a drop-down arrow, the arrow can be selected to see a list of additional reports.
• If the close icon is selected from any part, the part will be hidden. To find it again, open the Short List Tray
from the left of the dashboard. This will open a Short List with a list of dashboard parts. The hidden dashboard
part should be in bold font. Select the bold part by left clicking with the mouse and drag the part back onto the
dashboard.
Dashboard Overview 3/27/2018