Finding 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.
Instance information
This is where you can see all your instance and org information, including name, ID, URL, edition, and type of environment.
View selection
Here you can switch between data views and dashboards. See Views by SaaS platform for the full list.
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.
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.
View tabs
Some views have information displayed over several tabs.
Click on each tab to display it.
Select scan date, set the time period and print a PDF
Select a scan date or date range to display information for the period of your interest.
From here you can also print a PDF of the current view.
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.
Change data display
This is where you can switch between various info display options.
Depending on the view, you can see:
- graphs
- trends
- grids
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
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
- download SVG, PNG, CSV
- hover
- select by legend
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.
Views by SaaS platform
The following dashboards are available for the SaaS platform supported:
ServiceNow | Salesforce | Office 365 | SaaS 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 |