Overview

The Libraries 2.0 page introduces an improved search, sort, and filter functionality designed to streamline the process of finding reports and packages. Each template now includes an optional Description field, allowing users to add relevant keywords that improve search accuracy and provide additional context for specific reports. We also have updated our Package Editor and added a Multi Pin capability to help save time.

We are currently enhancing the user experience with the release of Libraries 2.0. To enable this new version, simply select the Try Libraries 2.0 button in the top right corner of the page. You can revert to Version 1.0 at any time.

With Libraries 2.0 enabled, the user can use the drop-downs to filter to any report type. 

Key Features of Libraries 2.0

• Filtering with Libraries 2.0 enabled, users can filter reports by various criteria using drop-down menus. The process begins by selecting the Report drop-down, followed by the Report Type. Next, set the desired Date Range and specify whether you require a Native (N) or SCoA (S) version. Once these selections are made, only the relevant report types will be displayed.

• The report icons have been updated in Libraries 2.0. In Libraries 1.0, icons were used to represent Documents, Reports, Packages, and Header/Footer elements. 

• With the introduction of Libraries 2.0, the icons are now dynamic, offering a preview of the report’s content. This enhancement allows users to assess the styling and presentation of a report before proceeding to the full preview, improving efficiency and helping you quickly determine if the report meets your needs.

Report Icon for Libraries 2.0.

Multi Pin

1.  You now have the option to pin multiple reports simultaneously. Simply select the Multi Pin button, then choose the reports or packages you wish to pin.

2.  To narrow your selection, click the Multi Pin button and choose a report category. This will allow you to filter reports according to your specific needs.  

3. Complete the secondary report options and ensure you check the Pin Selected checkboxes for the reports or packages you want to pin

4. Click the Pin Selected button and mark the reports or packages you want to pin by checking the corresponding checkboxes.

5. Confirm your selections by clicking the Save button.

6. Your pinned reports or packages will now be accessible under the Pinned tab.

The New Package Editor

1. To access the new Package Editor, click the green Create button located on the right side of the screen.

2. Once the Create button is selected, the Package Editor will open. You will be presented with the same filtering options as described above to select the reports you want to include in your saved package.

3. After completing your package, click the green Save button. Provide a name for your package, and it will be available for future access under the Mine tab.

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