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Quadrotech Nova Current - User Guide

Adoption Accelerator Delegation & Policy Control Reporting Tenant Management System Settings About

Describe reports and sections

Describing your reports is an excellent way to give other users context to what your report is all about. Before, it was only possible to describe your entire report, giving detail into what it was about, why it is important, how the data is relevant etc. Now, it is possible to describe both your entire report and each individual section. This is for users to better accurately describe what they are reporting on and bring further context to their data. Let us see how to do that below.

Adding a description to a report

1.Open a report you have previously created, or start a new report by clicking ‘Create Report‘ in the top right hand of the screen.

2.Then click ‘add description' as highlighted below.

RepCenDesc

3. You can now add your description in the box.

Adding a description to a section

1.Open a report you have previously created, or start a new report by clicking ‘Create Report‘ in the top right hand of the screen.

2.Then create a new section by clicking the plus icon.

3.Now you can add both a title and a description to your section, as seen in the image below.

RepCenSect

 

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NOTE: If you are unsure about the title or description of your section, it is possible to create your section first then add a title and description after.

 

Design tools

There is a range of tools to help your description stand out, including:

·bullet points and numbered lists

·hyperlinks to other pages or reports

·highlighting

and so on. The toolbar can be found here.

destool

Pin reports to the navigation bar

You can pin up to 5 reports to the navigation bar, for quicker access to frequently used or viewed reports.

To pin reports, click on the report you want to pin.

In an unedited state, find and click on the Pin button.

NovaPin

The report then appears on the navigation bar on the left side of your screen.

To unpin a report, click the unpin button next to the report.

NovaPin2

View extra columns in a table report section

When a table report section is added to Nova Report Center, sometimes there can be too many columns to see them all in the current browser window.

Over on the right hand side of the column headings, you can click to see those extra columns. Click the three dots (...) to bring up the list of additional columns. Values for that column will then be displayed in a pop-up window, and you can decide if you want to drag them into the list of columns which are visible.

extra-columns-1

For more information on tabular data in Nova, click here.

Tenant Management System

The Nova Tenant Management System (TMS) allows service providers to support multiple customers from a common interface. Using the Nova TMS, the service provider adds new customer tenants, and then delegates access to those tenants and the Nova platform.

 
Click here for a video overview of the TMS user interface.
 

This section explains how to manage customer tenants and add tenant administrators.

My Associations

Here, you can select your default tenant or remove your access to a tenant. This is where you can view all of the tenants that your QTID is associated with. To access this, click your tenant name at the top right hand side of the toolbar, then select My Associations.

My Invitations

Here, you can invite someone to associate with the organization and delegate management rights to them. Use this page to view the status of invitations you send. To access this, click your tenant name at the top right hand side of the toolbar, then select My Invitations.

Adding a Customer Tenant

Use the Nova Tenant Management System to add customer tenants. If you are managing a lot of tenants, or if some of your customers have multiple tenants, you might need to organize the tenants into organization groups.  Here is how to add a new tenant to the TMS:

1.On the My Organization page, click Add Child.

2.Enter the organization name. We like to format this with the logical name, followed by the Office 365 tenant name in parenthesis. It looks like this: Organization Name (tenant)

3.Select an organization type.

4.Select the 2 check boxes, if desired, which allows the parent organization to view the child organization's data and manage the child organization's settings.

5.Click Create.

Click here to watch a video showing how to add and manage customer tenants.

Adding a Tenant Administrator

You will want to invite someone from the organization to act as the tenant administrator. Follow the steps below to invite a tenant administrator.

1.On the My Organization page, expand the organization hierarchy until you can select the tenant to which you will add a tenant administrator.

2.Click Manage.

3.Enter their email address and select the role(s) you want to assign to them.

They'll receive an email invitation to access the application. When they follow the link in the email and accept the invitation, they'll authorize Nova to access their tenant's data and they'll allow the setup process to be completed.

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NOTE: If the invited user does not receive an email, check the contents of any junk mail folder.

Click here to watch a video showing this process.

Additional Notes About Tenants

Here are some additional notes about the Tenant Management System:

·The individual who adds a tenant to TMS is automatically the tenant's default association and system administrator until a different default association and administrator is assigned.

·If you want to change your default tenant, go to My Associations and click the circle icon for the tenant you want to set as your default organization.

·If you want to remove your association/access to a tenant, go to My Associations, and click the Remove association button next to that tenant.

·If you are managing several tenants, you might want to organize them into groups using the Organization Groups page.

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