New SharePoint Report Site

training

slide 2 2

SharePoint Admin URL

http://tccapps/sites/cfrc

slide 3 3

– Make it your Homepage

– Add it to your Favorites

– Add link to your Google Homepage

Ways to Keep URL handy

slide 4 4

Make it your Homepage

slide 5 5

Add it to your Favorites

slide 6 6

Add the link to your Google Homepage

slide 7 7

SharePoint Site Navigation Click on Grant Report Work Sites to go to the Report Menu

slide 8 8

New Report Menuclicking on the list title will take you to the calendar view – yes it’s also a

calendar!

slide 9 9

New Report Menu clicking on the report name will take you to the calendar entry.

slide 10 10

SharePoint Calendar EntryThe Calendar Entry contains the link to the report work site.

slide 11 11

The new appearance of the report worksites

There will be a separate page like this for each due date of a report; click on the date at the left to go to the current report page

You can create your own individual view because each webpart can be minimized, maximized or dragged somewhere else on the page.

Each webpart can be viewed on its own page by clicking on its name.

These handy dandy instructions are meant to be your site navigation compass – get to know them and you’ll always find your way back home.

slide 12 12

More on the Report Sites later …

slide 13 13

Filtering the Reports MenuClick on filter to limit which reports you want to see

slide 14 14

You can limit the menu based on Report Title, Due Date, or Status

slide 15 15

Sorting the Reports MenuClicking on the Column Headings will let you sort the Reports in

the menu by “Title,” “Due” date, or “Status”

slide 16 16

Viewing Reports in Calendar View clicking on the list title will take you to the calendar view

slide 17 17

SharePoint Calendar View of Reportsyou can also access this calendar from your Outlook

slide 18 18

Accessing the Reports Calendar in OutlookOnce you link to Outlook, the Calendar will also appear in your Outlook pane.

slide 19 19

The Outlook Calendar entry is not the Sharepoint Calendar Entry, but contains a link to SharePoint.

slide 20 20

More on the New Report WorksitesThere will be a separate page like this for each due date of a report; click on the date at the left to go to the current report page

You can create your own individual view because each webpart can be minimized, maximized or dragged somewhere else on the page.

Each webpart can be viewed on its own page by clicking on its name.

These handy dandy instructions are meant to be your site navigation compass – get to know them and you’ll always find your way back home.

slide 21 21

Many web parts also offer you more than one view

For instance here is the all documents view of the Documents Library

slide 22 22

And here is the explorer view of the same Documents Library

slide 23 23

Document Check-in / CheckoutIt is generally best to check out a document before you edit it and then check it back in when you’re through.

slide 24 24

Sign up for email alertsyou can sign up for email alerts for almost anything!

slide 25 25

Versions Selecting Version History of a document will take you to its Version History page.

slide 26 26

Version History Page Selecting Restore from a version’s drop down menu will restore that version.

slide 27 27

Access your very own Share Point Home Page