user guide - dashboard user guide - dashboard.pdf · my emis’ dashboard is the default landing...

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MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing them to keep up with the latest updates on frequently used companies, industries, research, news and publications, providing easy access to favorites: • Personal for each end user to save preference settings; Customisable widget content / selection / location / size; Recommended content based on your preference; Intuitive wizard and tour to help you get quickly acquainted with Dashboard features USER GUIDE - DASHBOARD 1 1.1. Landing Page

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Page 1: USER GUIDE - DASHBOARD User Guide - Dashboard.pdf · MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing

MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing them to keep up with the latest updates on frequently used companies, industries, research, news and publications, providing easy access to favorites:

• Personal for each end userto save preference settings;

• Customisable widget content /selection / location / size;

• Recommended content based onyour preference;

• Intuitive wizard and tour to helpyou get quickly acquainted withDashboard features

USER GUIDE - DASHBOARD

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1.1. Landing Page

Page 2: USER GUIDE - DASHBOARD User Guide - Dashboard.pdf · MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing

USER GUIDE - DASHBOARD

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1.2 Viewing content language

1.3 Top Navigation Bar

Allows you to select the content language you want to display

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Country / Interface language selection: when you click on the Edit link, a dropdown menu will appear that allows you to switch countries or change interface language.

Please note that this section is not available in Dashboard.

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Page 3: USER GUIDE - DASHBOARD User Guide - Dashboard.pdf · MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing

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1.4 Quick Links

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Quick Links in the top right corner of EMIS allows you to go directly to any of our services.

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Page 4: USER GUIDE - DASHBOARD User Guide - Dashboard.pdf · MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing

USER GUIDE - DASHBOARD

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1.5 Dashboard Settings

If you click on the Dashboard Settings button on the top right of the Dashboard, a popup will appear allowing you to change your widget selection and/or preference industry setting.

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Page 5: USER GUIDE - DASHBOARD User Guide - Dashboard.pdf · MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing

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1.6 Add a New Widget

If you click on the + button on the Add a New Widget placeholder, a popup will appear allowing you to change your widget selection.

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Page 6: USER GUIDE - DASHBOARD User Guide - Dashboard.pdf · MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing

When you make any customization, e.g. selected companies / industries / topics, your selections will be displayed in this dropdown menu

By clicking on this link, you will be redirected to the corresponding EMIS page

Edit: When the Edit button is active, you can click on it to customise the widget content.

Copy: Make a copy of the widget

Highlight: Highlight the header of the widget

Maximize: Widget content will be displayed in a popup

Remove: Remove this widget from the Dashboard

Country dropdown: View content from selected countries

Change the size of the widget

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1.7 Widget function

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Page 7: USER GUIDE - DASHBOARD User Guide - Dashboard.pdf · MY EMIS’ Dashboard is the default landing page for EMIS. It is designed to help users customise and save favorites, allowing

You can use “Add to Dashboard” to save the item onto Dashboard. When you add something, you will see a successfully added message like below.

When an item is saved, corresponding My widget will be auto added if it is not on Dashboard with a “New” badge.

USER GUIDE - DASHBOARD

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1.8 Add to Dashboard

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