ROCKDAISY WEB PORTAL

Overview

What is the Web Portal?

For end users of RockDaisy, the front door is a modern web portal you can view in any modern browser or mobile device.

You can use the web portal to perform the following tasks:

  • View, search, save, share, filter, print and subscribe to existing reports.
  • Drag and Drop report widgets to design your dashboard or report layout
  • Add custom notes to reports to help better describe the meaning of the report

The content on the web portal is organized into three sections:

  • Favorites
  • Slideshows
  • Dashboards

Favorites are a collection of direct links to predefined dashboards. Favorites can be created and managed by the user themselves or setup administratively for users

Slideshows are a collection of individual dashboards grouped together. This allows users to navigate quickly from one dashboard to the next. Dashboards in the slide show are also interactive, meaning you can drilldown etc. to get more information. (think “real-time” PowerPoint). Slideshows can also be set up to auto-play on a monitor / tv for data display. SlideShows are commonly used in business meetings, training sessions and in company common areas to display information that’s always up to date (real-time)

Dashboards are categories for similar reports. This makes it easy for end users to navigate directly to reports they are looking for.

Start and Use the Web Portal

The web portal is a responsive web application that you open by typing the web portal URL in the address bar of the browser window. When you start the web portal, the pages, links and options that you see will vary based on the permissions you have stored in the RockDaisy meta-database.

To perform report designer type tasks, you must be assigned to the admin role. A user who is assigned to the admin role has full permission and access to all reports and the report designer setup portal.  The setup portal is used to create datasets, develop reports, and assign permissions.

Branding the Web Portal

RockDaisy was designed to look great out of the box. We provide numerous ways to modify the UI/UX with no code. However, we do provide access to the underlying CSS if you need to customize further.

Point and click to change default options

  • Upload your company logo
  • Upload portal Background image
  • Choose color palette
  • Choose default chart display options
  • Customize / Remove login page
  • Hide / Show navigation bars