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Anchor_GoBack_GoBack PHIXFLOW TRAINING
USER COURSE WORKBOOK
PhixFlow Version 6
10 February 2016
Image Removed!worddav348d3085035cf3d99341a92e32d0d000.png|height=150,width=900!Table of contents
1 Viewing Dashboards
1.1 Maximise a dashboard component
2 Viewing charts
2.1 View data behind a chart
2.2 Print a chart
3 Viewing data grids
3.1 Viewing details
3.2 Simple sorting
4 Introduction to filters
4.1 Apply a pre-configured filter
4.2 Edit a pre-configured filter
4.3 Remove filter
4.4 Add a new filter
4.5 Filtering with AND conditions
4.6 Delete a filter condition
4.7 Filtering with OR conditions
4.8 Temporary filters
5 Finding other dashboards
5.1 The dashboard list
5.2 Monitor perspective
6 Your default dashboard
6.1 Updating your default Dashboard
7 Using linked views
8 Managing issues with alarms
8.1 Adding notes and attachments
8.2 Assigning alarms
8.3 Closing alarms
9 Export data from dashboard
9.1 Exporting chart data to CSV
9.2 Exporting data to Excel
9.3 Exporting data to HTML
9.4 Export selected lines
9.5 Set maximum file size
10 Using automatic update buttons
10.1 Using action buttons on banners
10.2 Using actions from drop-down list
11 Using manual update action buttons
11.1 Manually correct a record
11.2 Manually correct multiple records
12 Saving sort orders
12.1 Apply an existing sort order
12.2 Create a new sort order
12.3 Edit an existing sort order
12.4 Remove a sort order
13 More examples with linked views
13.1 Managing unallocated payments with linked views
14 Exporting records with an exporter Anchor_Toc505754055_Toc505754055 Anchor_Toc508076427_Toc508076427 Anchor_Ref509122098_Ref509122098 Anchor_Ref509122107_Ref509122107 Anchor_Ref509122113_Ref509122113 Anchor_Ref509122119_Ref509122119 Anchor_Ref509123051_Ref509123051 Anchor_Ref509123401_Ref509123401This course covers how to use PhixFlow as a user - someone who will login, use dashboards, forms, filters and ad-hoc exports of data from PhixFlow.

The course content is as follows: