Everyday Tips
The right mouse button is your friend
Right-clicking is the fastest way around Pulse Dashboard. Tabs, the blue report header bar, report column headers and many other places all offer right-click menus with the tools for customizing exactly that spot.
Refreshing data
- Refresh one or all modules with the button at the top of the screen
- Refresh a single tab by double-clicking the tab name
- Refresh a single box by double-clicking the blue bar at the top of the box
Adding tabs
Click the + icon near the end of the row of existing tabs in a module to add a new tab.
Color-code your tabs
From version 5.41, you can add color to tab rows to organize reports at a glance — for example, one color for the information tabs you use daily and another for analysis tabs. Right-click any tab, choose Tab Color, and pick the color you want.
Format numbers your way
In the Column Chooser, any numeric or currency column can be displayed as a currency value, a plain numeric value, or a percentage.
Share your work
Save and Share appears as an option on many screens (and via right-click on a report or tab header). Publish Tab is available on every tab via right-click on the tab header — the easiest way to hand a finished view to your colleagues.