Use the Data Assessment page

You can modify the Data Assessment page. When you modify this page, the modified page remains available until you log out. If you want to view the modified page at a later time or if you want others to view it, save the current display. You can select a saved page template from the template drop-down menu.

To modify the Data Assessment page to show the details you need, complete the following procedure.

  1. In the Main Menu, select >.

  2. Use the Filter pane to select the filter options that you want to apply. For more information, see Data Assessment page options.

  3. In the Filter pane, click Apply.

    • The system enables this button only when you select a filter option that you did not apply.

  4. To clear all filters that you applied in the Filter pane, click Reset in the Filter pane.

  5. In the pivot table, use the Group By and Pivot On fields to sort the table and cross-reference between two fields. For more information, see Data Assessment page options.

  6. To save the current display, do one of the following.

    • To save as a new page template, follow these steps.

      1. Click Save View As.

      2. Enter a name.

      3. Click Save.

    • To save the changes that you make to selected page template other than the default template, click Save View.

  7. To modify the page template name other than the default template, follow these steps.

    1. Click the page template drop-down menu and on the page template name, click .

    2. In the Manage Template dialog box, in the Dashboard Template Name field, modify the template name.

    3. Click Save.

  8. To delete a saved page template, follow these steps.

    1. Click the template drop-down menu and on the template name, click .

    2. In the Manage Template dialog box, click Delete Template.

    3. Click Click to confirm you want to delete this template.

  9. To promote the documents displayed in the pivot table, follow these steps. This option enables you to promote only the unique documents that you did not promote.

    1. At the top right of the pivot table, click Promote.

    2. In the Promote Documents dialog box, enter a name in Job Name and then click Promote.

    3. You can view the status of the promotion job in the Jobs Overview page.