New SharePoint Report Site training. slide 22 SharePoint Admin URL

New SharePoint Report Site

training

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SharePoint Admin URL

http://tccapps/sites/cfrc

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– Make it your Homepage

– Add it to your Favorites

– Add link to your Google Homepage

Ways to Keep URL handy

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Make it your Homepage

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Add it to your Favorites

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Add the link to your Google Homepage

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SharePoint Site Navigation Click on Grant Report Work Sites to go to the Report Menu

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New Report Menuclicking on the list title will take you to the calendar view – yes it’s also a

calendar!

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New Report Menu clicking on the report name will take you to the calendar entry.

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SharePoint Calendar EntryThe Calendar Entry contains the link to the report work site.

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The new appearance of the report worksites

There will be a separate page like this for each due date of a report; click on the date at the left to go to the current report page

You can create your own individual view because each webpart can be minimized, maximized or dragged somewhere else on the page.

Each webpart can be viewed on its own page by clicking on its name.

These handy dandy instructions are meant to be your site navigation compass – get to know them and you’ll always find your way back home.

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More on the Report Sites later …

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Filtering the Reports MenuClick on filter to limit which reports you want to see

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You can limit the menu based on Report Title, Due Date, or Status

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Sorting the Reports MenuClicking on the Column Headings will let you sort the Reports in

the menu by “Title,” “Due” date, or “Status”

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Viewing Reports in Calendar View clicking on the list title will take you to the calendar view

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SharePoint Calendar View of Reportsyou can also access this calendar from your Outlook

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Accessing the Reports Calendar in OutlookOnce you link to Outlook, the Calendar will also appear in your Outlook pane.

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The Outlook Calendar entry is not the Sharepoint Calendar Entry, but contains a link to SharePoint.

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More on the New Report WorksitesThere will be a separate page like this for each due date of a report; click on the date at the left to go to the current report page

You can create your own individual view because each webpart can be minimized, maximized or dragged somewhere else on the page.

Each webpart can be viewed on its own page by clicking on its name.

These handy dandy instructions are meant to be your site navigation compass – get to know them and you’ll always find your way back home.

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Many web parts also offer you more than one view

For instance here is the all documents view of the Documents Library

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And here is the explorer view of the same Documents Library

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Document Check-in / CheckoutIt is generally best to check out a document before you edit it and then check it back in when you’re through.

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Sign up for email alertsyou can sign up for email alerts for almost anything!

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Versions Selecting Version History of a document will take you to its Version History page.

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Version History Page Selecting Restore from a version’s drop down menu will restore that version.

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Access your very own Share Point Home Page