Navigate between reports

When a report is open, the navigator on the left side shows your folders and the reports in them. Use it to navigate between reports.

Open a report from the navigator

The navigator shows your folder tree, with Home at the top. Each folder shows its reports in order of name. The report you have open is marked, and the folders above it are expanded.

1. Click a folder to expand or collapse it.
2. Click a report to open it.

The report opens in the preview tab. If the report is already open in a tab, SEINō shows that tab.

Search for a report

The search box at the top of the navigator finds a report by its name.

1. Type part of the report’s name.
2. Click a report in the results to open it.

The tree shows only the reports that match, in their folders. When no report matches, the navigator tells you. Clear the search box to show the full tree again.

Preview or keep a report

When you open a report from the navigator, it opens in a preview tab. You see a preview tab by its title in italics. The next report that you open from the navigator replaces it. This keeps the row of tabs short.

To keep a report open in its own tab, do one of these:

• Double-click the preview tab.
• Double-click the report in the navigator.
• Hold ⌘ (Ctrl on Windows) and click the report in the navigator. The report opens in a new kept tab.
• Edit the report. SEINō keeps its tab, so a click in the navigator cannot replace your changes.

A kept tab stays open until you close it. A report that you open from Home or from a link opens in a kept tab.

Organize reports from the navigator

You organize reports and folders from the navigator in the same way as on Home. To open the menu of a row, select ⋯ on the row, or right-click the row. The menu has items such as Rename, Move to… and Delete.

The menu of a folder also creates something in that folder: New folder, Dashboard or Explorer. The + on a folder row shows only these items. A new report goes into that folder and opens in a kept tab.

After you move the open report or create a folder, the navigator expands the folders above it and shows its row.

SEINō closes the tab of a report that you delete. This is the same in the navigator and on Home.

Organize reports in folders gives the steps to move, rename and delete.

Close the navigator

Click the Navigator icon on the strip at the left, or select × at the top of the navigator. The strip with the icons stays next to the report. Click the Navigator icon again to open the navigator.

SEINō remembers in this browser if the navigator is open or closed.

Next: Organize reports in folders to create folders and put reports in them.