Find your way around Views

Learn about the main features and controls of a Quality Clouds view.

New to Views?

Use this interface map and the numbered sections below to familiarize yourself with the main View tools and controls.

 Platform and instance navigation

This is where you can access all your SaaS platforms and instances connected to Quality Clouds. 

Click an instance to open its information. 

Click  to access help. 

If you're an admin, you can also click  to go to Admin portal

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 Instance information

This is where you can see all your instance and org information, including name, ID, URL, edition, and type of environment.

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 View selection

Here you can switch between data views and dashboards. See Views by SaaS platform for the full list. 

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 Check your user profile, change your password and logout

This is where you see your Quality Clouds account details. Use it to change your password and logout.

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 Get the gist via compacted widgets

Compacted widgets appear on most of the views and highlight the most important facets of your data. 

They are usually composed of the following:

  • main metric
  • previous scan information
  • baseline information
  • trend (over time)


You can find out more by hovering over the  help icon.

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 View tabs

Some views have information displayed over several tabs.

Click on each tab to display it.

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 Select scan date, set the time period

Select a scan date or date range to display information for the period of your interest.

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 Filter data

This is where you can filter the information displayed below on different view types (graphs, trends and grids). 

Once selected, the filters are maintained when switching to different view type. 

One or more of the following filters are available, depending on the view:

  • Severity - High, Medium, Low, Warning
  • Impact Area - Manageability, Performance, Scalability, Security
  • Issue Type - this is a type-ahead filter that let's you choose one, many or all different issue types

  • Application - lists all the applications available on your platform
  • Developer - lists all the developers working on the platform
  • Show written off - Yes/No
  • CE Type - lists all the configuration elements (CE) depending on the platform
  • Package Type - Developed, Downloaded
  • All CE Types vs Only Customization


Select the Clear filters to clear all filters. 

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 Change data display 

This is where you can switch between various info display options.

Depending on the view, you can see:

  • graphs
  • trends
  • grids

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 Interact with the graphs

The main portion of most content tabs displays a graphical view of your data. Here you can see information displayed on pie charts, bar charts, 

The graph controls include:

  • select by legend

  • hover

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 Interact with the trends

The other type of data display is trend view. Here you can see line charts, or multiple line charts. 

The trend controls include:

  • zoom

  • hover
  • select by legend


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 Work with the grids

The other type of data display is gird view. This is the most complex and comprehensive view.

You can do the following actions from the grid:

  • sort the grid by columns
  • change the amount of items per page
  • navigate to next and last page of the results

For some grids you can use the Send CSV to my email which creates a CSV file from your displayed grid and sends a copy to the email you used to create your Quality Clouds profile. 


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Views by SaaS platform

The following dashboards are available for the SaaS platform supported:


ServiceNowSalesforceOffice 365SaaS Governance

Executive overview

Profiling

Team

Evolution of issues

Compare issues

Code monitor

Application overview

Best practices analysis

Upgreadability

Performance

Catalog overview

Catalog details

Time machine

Data privacy

Integrations

Multiple instances comparison

Most configured areas

(Beta) Executive

(Beta) Live Check

Executive overview

Profiling 

Team

Evolution of issues

Compare issues

Duplicated code

Code monitor

(Beta) Salesforce Executive

Executive overview

Profiling

Team

Governance (for cross-platform data)

Operational add-on

Alerts overview

User adoption

Alerts overview

User adoption

Licensing

Alerts overview

User adoption

Alerts overview

User adoption 

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Learn about the main features and controls of a Quality Clouds view.

New to Views?

Use this interface map and the numbered sections below to familiarize yourself with the main View tools and controls.

 Platform and instance navigation

This is where you can access all your SaaS platforms and instances connected to Quality Clouds. 

Click an instance to open its information. 

Click  to access help. 

If you're an admin, you can also click  to go to Admin portal

Back to top

 Instance information

This is where you can see all your instance and org information, including name, ID, URL, edition, and type of environment.

Back to top

 View selection

Here you can switch between data views and dashboards. See Views by SaaS platform for the full list. 

Back to top

 Check your user profile, change your password and logout

This is where you see your Quality Clouds account details. Use it to change your password and logout.

Back to top

 Get the gist via compacted widgets

Compacted widgets appear on most of the views and highlight the most important facets of your data. 

They are usually composed of the following:

  • main metric
  • previous scan information
  • baseline information
  • trend (over time)


You can find out more by hovering over the  help icon.

Back to top

 View tabs

Some views have information displayed over several tabs.

Click on each tab to display it.

Back to top

 Select scan date, set the time period

Select a scan date or date range to display information for the period of your interest.

Back to top

 Filter data

This is where you can filter the information displayed below on different view types (graphs, trends and grids). 

Once selected, the filters are maintained when switching to different view type. 

One or more of the following filters are available, depending on the view:

  • Severity - High, Medium, Low, Warning
  • Impact Area - Manageability, Performance, Scalability, Security
  • Issue Type - this is a type-ahead filter that let's you choose one, many or all different issue types

  • Application - lists all the applications available on your platform
  • Developer - lists all the developers working on the platform
  • Show written off - Yes/No
  • CE Type - lists all the configuration elements (CE) depending on the platform
  • Package Type - Developed, Downloaded
  • All CE Types vs Only Customization


Select the Clear filters to clear all filters. 

Back to top

 Change data display 

This is where you can switch between various info display options.

Depending on the view, you can see:

  • graphs
  • trends
  • grids

Back to top

 Interact with the graphs

The main portion of most content tabs displays a graphical view of your data. Here you can see information displayed on pie charts, bar charts, 

The graph controls include:

  • select by legend

  • hover

Back to top

 Interact with the trends

The other type of data display is trend view. Here you can see line charts, or multiple line charts. 

The trend controls include:

  • zoom

  • hover
  • select by legend


Back to top

 Work with the grids

The other type of data display is gird view. This is the most complex and comprehensive view.

You can do the following actions from the grid:

  • sort the grid by columns
  • change the amount of items per page
  • navigate to next and last page of the results

For some grids you can use the Send CSV to my email which creates a CSV file from your displayed grid and sends a copy to the email you used to create your Quality Clouds profile. 


Back to top

Views by SaaS platform

The following dashboards are available for the SaaS platform supported:


ServiceNowSalesforceOffice 365SaaS Governance

Executive overview

Profiling

Team

Evolution of issues

Compare issues

Code monitor

Application overview

Best practices analysis

Upgreadability

Performance

Catalog overview

Catalog details

Time machine

Data privacy

Integrations

Multiple instances comparison

Most configured areas

(Beta) Salesforce Executive

(Beta) Live Check

Executive overview

Profiling 

Team

Evolution of issues

Compare issues

Duplicated code

Code monitor

(Beta) Salesforce Executive

Executive overview

Profiling

Team

Governance (for cross-platform data)

Operational add-on

Alerts overview

User adoption

Alerts overview

User adoption

Licensing

Alerts overview

User adoption

Alerts overview

User adoption 

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Last modified on Oct 6, 2020