Print Friendly, PDF & Email

Overview

Quick Links offer a simple dashboard customized to your specific needs—a fast one-click entry point to your most frequent searches or reports.

Configuring quick links is simple, and once it’s done, your customized quick links appear automatically, each time you log in. You can easily add new quick links to help you with the tasks you do most often.

To get started with quick links:
Click the homepage link in the navigational panel.

Go to the Quick Links tab.

Create a new quick link (or delete it)

  1. To start, click edit.
  2. Next, click the Add new quick link button.

  Administrators only

If you are an administrator, you can create quick links for other users.
Select their name from the drop-down list (as shown below) and click the + Add new quick link button. When you’ve finished creating the new link, it will automatically appear on that user’s own quick link tab.

Administrators can create links for other users.

  1. Next (all users), choose the type of quick link you want to create and click Next.
  2. These articles provide more details on setting up each type of quick link:
  3. To delete a quick link from your quick link tab, just click the  icon next to the link’s name. Remember: Deleting the link will remove the link from your dashboard, but it won’t delete the underlying saved searches or reports.

    Delete a quick link by clicking the minus sign icon.