Working with Panel Management

Select Aloha Insight > Dynamic Drilldown Viewer to access the main Dynamic Drilldown Viewer screen, then click Manage Panels to access the Panel Management utility. Your security class configuration controls the panels you can view in the Panels list and the actions you can perform in Panel Management. Use the Panels list to determine the panel type, who created the panel, the last time the panel was modified, and by whom

Refer to Security Rights Related to Dynamic Drilldown Viewer for more information on security rights.

There are three types of panels:

Panel Type	Description
System Panel	A panel created by Radiant Systems as a standard panel for all users. System panels contain basic tabs that enable you to quickly get up and running with Dynamic Drilldown Viewer. You cannot edit System panels; however, you can copy a tab from a System panel to another panel.
Private Panel	A panel you create that is unique to you and not available to other users. You must have security rights to modify your private panels. Private panels enable you to create your own meaningful drilldowns. Dynamic Drilldown Viewer creates a private panel for each user titled “My Panel (first name, last name).”
Shared Panel	A panel created for multiple users that require the same data. This is a convenient way to create a panel for a group of users.

When you access Dynamic Drilldown Viewer the first time, the system creates a private panel for you based on the system panel. This panel appears with a preconfigured set of tabs, to enable you to begin using Dynamic Drilldown Viewer as quickly as possible. Since your needs and requirements from this reporting tool may be different from those of another employee in the company, use Panel Management and the system-generated panel to begin designing drilldown pages specific to your reporting needs.

You can perform the following tasks in Panel Management, to begin customizing your drilldown pages:

	Click Create to open the Creating a New Panel screen. If you have sufficient security rights, you can create a new panel and share it with other users. Refer to Creating a New Panel for more information.
	Click Rename to open the Rename Panel screen and assign a new name to a panel. You cannot rename a private panel. Refer to Renaming a Panel for more information.
	Click Share to designate a panel as shared or private. Refer to Sharing a Panel for more information.
	Click Delete to delete a panel. You cannot delete System panels.

Tabs List

Select a panel in the Panels list to display the tabs available for the panel. Your security class configuration controls the panels and tabs you can edit. After selecting a panel in the Panels list, you can perform the following tasks:

	Click Add to open the Tab Configuration screen and design a new tab for the selected panel. Refer to Working with Tab Configuration for more information.
	Select a tab and click Edit Tab to launch the Tab Configuration screen and modify the tab, as needed. If you select a private panel or your security class does not have security rights, Edit Tab is unavailable. You cannot select multiple tabs to edit; you must edit each tab separately, even if each tab requires the same modifications. Refer to Working with Tab Configuration for more information.
	Select a tab to copy and click Copy to copy the tab from one panel to another panel. Refer to Copying Tab(s) to Other Panels for more information.
	Select a tab and click Delete to delete the tab. If you delete a tab from a shared panel, you delete the tab for everyone that could access the panel.

Creating a New Panel

Use the Create a new Panel dialog box to enter a name for the new panel, and either continue to Configuring Tab Properties or return to Panel Management. You create shared and private panels the same way. First, you name the panel, and then you select to either share it or keep the panel private. You need security rights to create panels. You could have the right to create, edit, or delete private panels, but not have the right to create shared panels.

Refer to Security Rights Related to Dynamic Drilldown Viewer for more information on security rights.

Creating a new panel:

1.	Select Aloha Insight > Dynamic Drilldown Viewer.

2.	Click Manage Panels.

3.	Click Create.

4.	Type a unique name for the panel.

Panel Name

— Specifies the name of the new panel you are creating. Private panel names must be unique to the current user and can be up to 25 alphanumeric characters in length. Shared panel names must be unique to all users.

5.	Select one of the following options:

Begin Creating the Panel’s Tabs

— Indicates you want to proceed to the Tab Configuration screen. ‘Begin Creating the Panel’s Tabs’ is the default selection, until you select ‘Go Back to Panel Management’ and save.

Go Back to Panel Management

— Indicates you want to return to Panel Management after clicking Save. Click Cancel to close the Create Panel dialog box and return to Panel Management without saving the new panel name.

6.	Click Save to either return to the Tab Configuration screen or to Panel Management.

Renaming a Panel

You can edit and rename a panel from Panel Management. You can only rename a panel if you have the ‘Create/Edit/Delete Own Panels’ or ‘Full Access to all Panels’ security right assigned to your security class.

Refer to Security Rights Related to Dynamic Drilldown Viewer for more information on security rights.

Panel Name

— Specifies the current name of the panel. Select a panel in Panel Management, click Rename, and type the new name of the panel in the text box. Private panel names must be unique to the current user and can be up to 25 alphanumeric characters in length. Shared panel names must be unique to all users. Click Cancel to close the Rename Panel dialog box without saving the new name of the panel. Click Save to save the new panel name and return to Panel Management.