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Trapeze ViewPoint allows agencies to gain valuable insight into their organizational operations using data analytics.
ViewPoint User Types
ViewPoint has two main user types: power users who create and edit reports and dashboards and share them, and consumers who use available reports to better understand their data and complete daily tasks.
ViewPoint Content Types
Content refers to reports, dashboards, and apps created by power users and shared with consumers.
Signing In to ViewPoint
To use ViewPoint, open a web browser and sign in.
Home Canvas
How you use your accessible content influences the appearance of the Home canvas.
Navigation Pane
The navigation pane on the left side of the page consists of vertical tabs that allow you to quickly navigate available content.
Title Bar Elements
The title bar is shown on all pages. Certain elements are used more frequently with ViewPoint.
Workspaces allow individuals and teams to collaborate on specific content using ViewPoint.
Creating Workspaces
Create workspaces to allow collaboration between power users.
Viewing Workspaces
Workspace content is typically viewed by, and then edited by, power users.
Providing Workspace Access
Define the level of access users have to workspaces by assigning them their appropriate workspace role.
Reports are the building blocks from which dashboards and apps are created.
Opening Reports
Open reports for analysis or for further customization.
Navigating Report Pages
Navigate through reports that have multiple pages and hide or show report pages according to your preference.
About Working with Reports in Editing View
Power users typically work with reports in Editing view, where they use their available datasets to create visuals, filters, and more.
Creating Reports
Power users can create new reports to share with consumers and other power users.
Opening Reports in Editing View
Power users can modify reports to customize them or make changes as needed.
Working with Report Pages
Duplicate, rename, delete, or hide report pages as needed.
Creating and Formatting Visuals
Power users can create visuals and format them.
Adding Filters to Reports
You can add filters to a report at the report, report page, and visual level.
Saving Reports
Save reports after creating or editing them.
Enabling Personalization
Reports that allow personalization let consumers change visualizations for visuals and select the data to be viewed.
Resetting Reports
After making changes, you can reset reports to the original versions.
Adding Bookmarks
Adding bookmarks lets you save snapshots of reports in their current state.
Exporting Reports
Reports can be exported in multiple formats.
Dashboards are designed to provide an at-a-glance overview to managers and other stakeholders.
Opening Dashboards
Open dashboards to view one-page overviews of content from multiple reports.
Using Dashboards
Dashboards are designed to provide a one-page at-a-glance overview.
About Dashboard Tiles
Dashboard tiles are typically pinned visuals that originate from linked reports.
Setting Up Alerts
Alerts can be added for specific types of dashboard content.
Apps are published collections of dashboards and reports that originate from a single workspace.
Creating Apps from Workspaces
After reports and dashboards have been created, they can be published as apps to be used by power users and consumers.
Using Apps
Apps are used by power users and consumers to access previously published reports and dashboards.
Updating Apps from Workspaces
When reports have been edited or new reports are created, you can update published apps to give content access to power users and consumers.
Unpublishing Apps
Apps that are no longer needed can be removed by unpublishing them.
Glossary
Terms and phrases used in this document.