Configuring startup queries, reports, or charts

You can configure HCL Compass Web to run a startup query, data-push report, or data-push chart each time you log in to a user database. Only one startup query, report, or chart can be set.

Before you begin

You can set a startup query, report, or chart only when logged in to the site that masters your User Profile record.

About this task

To configure a startup query, report, or chart:

Procedure

  1. In the Compass Navigator, locate the query, report, or chart to run at startup.
  2. Right-click the item to display the pop-up menu and click Run at Startup.

    An arrow icon is placed over the query icon next to the query name.

    Note: You can set the preference for the Load Startup Query Result to run the query and display the number of new items on the Compass Web banner since the last login. For more information, see Setting preferences.