Upcoming Changes to Favoriting and Reporting System

Overview

Exciting updates are coming to the favoriting and reporting system! These changes will go live on February 18 and will enhance usability, organization, and accessibility. Below is a summary of the key differences and improvements.

Favoriting System Updates

Accessing Your Favorites

• Your favorites will still be accessible via the My Favorites widget on the homepage.
  
• The homepage widget will now prioritize displaying your most recently accessed favorites at the top.
• The homepage widget displays a limited number of your favorites, but you can view all favorites by:
  • Clicking the 'View All' button on the widget.
• Navigating to the Favorites tab in the header.
  

Improved Favorite Page Organization

• The favorite page has been redesigned for better organization and filtering.
• New categories added:
  • Software
  • Dashboards and Reports
  • (Existing categories: Knowledge and Services)
• New Features:
  • Search Functionality: Search favorites by both title and description.
  • Sort By Feature: Allows sorting for easier navigation.
  • Unfavoriting Safety: If you unfavorite an item, it will not immediately disappear, allowing for an easy recovery in case of an accidental click.
    • Unfavorited items will be removed upon a page reload.

Reporting System Updates

Finding Reports & Dashboards

• Reports and dashboards have been moved into the Service Catalog and are now searchable:
  • Using the header search bar.
  • Using the homepage search.
• Reports are now organized into Report Collections by unit, department, or college.
  • Example:
    • Off-Premise Equipment is now under the Controller’s Office Report Collection.
    • Data Sharing Agreements is now under the Information Technology Report Collection.
  • You can still search using old dashboard names, as meta tags have been implemented to aid in the transition.

Favoriting Reports

• Reports can now be favorited directly from the Reporting Homepage by clicking the heart icon on the associated tile.
• Only report collections available to you will be visible.
• This restriction also applies to individual reports and dashboards within a collection.
  

New Report Collection Side Menu

• A new side menu system has been implemented for Report Collections.
• This feature categorizes reports and dashboards within a collection for easier navigation.
• The menu remains consistent across pages, ensuring a standardized experience.
• New Features:
  • Quick Access: Easily browse all reports within a collection.
  • Filtering: Use the filter tool to search for specific reports and dashboards.
  • Replaces Old Button Link System: The previous button links at the top of report pages have been replaced with a streamlined menu.

OLD

NEW

Summary of Improvements

 Favorites widget now prioritizes most recently accessed items
 New categories for better filtering (Software, Dashboards & Reports)
 Improved search and sorting functionality for favorites
 Reports & dashboards now searchable via navigation and homepage search
 Reports now organized into Report Collections by unit/department/college
 New side menu for easy browsing and filtering of reports
 Consistent, standardized reporting interface across pages

We hope these updates enhance your experience and make it easier to access your most-used reports and favorites. If you have any questions or need assistance, please reach out to the IT Help Desk.