Upon logging in to the User Console, you see the Home perspective, which is the starting place for many of the tasks that you can perform. The following table describes the features and options found on the Home perspective and how you can use them.
| Item | Name | Function |
|---|---|---|
| 1 | User menu | Shows the name of the user currently logged in to the User Console. To log out or change your password, click the arrow next to your username. |
| 2 | Home | Indicates the Home perspective, which you can use to explore learning resources, create reports, dashboards and data sources, open recent files, view Help documentation, and access other User Console perspectives. Click Home and use the drop-down menu to navigate to the different perspectives:
|
| 3 | Getting Started | Shows resources to help you get familiar with Pentaho. Click the tabs in this section for videos, and report and dashboard examples.
|
| 4 | Browse Files | Opens the Browse Files perspective, where you can locate your files and folders, manage files, and schedule reports. Any file that you open appears in a new tab on the Opened perspective. |
| 5 | Create New | Allows you to create new reports, dashboards, and data sources, if your user role has permissions. |
| 6 | Manage Data Sources | Allows you to manage existing, and add new, data sources. |
| 7 | Documentation | Opens the Pentaho documentation in a new window or tab. |
| 8 | Recents | Shows a list of your most recently opened files. Click the star next to the file name to add it to Favorites. |
| 9 | Favorites | Shows a list of your favorite files for quick access. To add a file for future access, use Recents, or select Add to Favorites in Browse Files. |