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Provide help for each report within a dashboard page as shown. The help link appears within a title view of that report.
The help content for a report is a view within the report. Create a static text view for the report and include the help content in that view.
Example:
[b][u]
Win Loss Trend – Help
[/u] [/b] [br/][br/] [b]Purpose:[/b] [br/]
Provides a user with the ability to review the organization's overall win / loss progress. Shows the overall # of wins, # of losses, and closed revenue by quarter for their organization.
[br/][br/][b]User Focus: [/b][br/]
Sales Executives and Managers
[br/][br/]
[b]Source:[/b][br/]
Sales – CRM Pipeline Subject Area |
You provide the link to the help content as shown:
Use the following syntax for the help URL:
saw.dll?GO&Path=/shared/796_Webcat_Refresh_Project/Sales/Competitors/Common/Win%20Loss%20Trend&ViewName=htmlview!1
i.e.
saw.dll?GO&Path=<path to the report>&ViewName=<name of view with help content>
You should name the help view content ViewName=htmlview!1 unless existing text views are already present in the report. In that case, increment the number 1 by the number of text views already present in the report. Consider removing obsolete views as described in the Basic Principles section of this document. |
