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Icon

Name

Description

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Toolbox

The Kyvos SaaS Portal has a menu bar that provides a structured and intuitive way to access various Home and Workbooks menu items.

Clicking the Menu Toolbox will display the following menu items:

  • Home: View the recently opened worksheet or Dashboard.

  • Workbooks: Open the worksheet or Dashboard associated to the workbook and perform the required action.

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Help icon

Click the help icon to access Kyvos documentation.

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User menu

Click the user menu to perform the following functions

  • Change password: Click this option to change your application password.
    See the Changing your password section for more details.

  • Preferences: Click this option to view the available preferences,

  • Sign out: Click this option to exit from the Kyvos application.
    See the Signing out section for details.

Menu items

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Available option

Description

Applicable to Worksheet

Applicable to Dashboard

Share via link

To share the worksheet or Dashboard link if you have rights to share it.

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Export

To export your worksheet data to CSV and PDF format.

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Show/Hide Maximize Icon

To show or hide the Maximize Icon for a worksheet. You can also click the Maximize Icon.

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Show Data

To view data in a detailed view or with all columns

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Refresh

To keep your data up-to-date with the refresh feature.

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Add Note or Tag

To enhance your worksheets by adding or viewing notes for better collaboration and understanding.

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Set as landing page

To set the dashboard as your landing page for quick navigation.

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Filters

To apply or change filters that are created using the Kyvos Desktop application.

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Clear all

To clear all applied filters

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Accessing Filters on Worksheet and Dashboard
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filtercards
filtercards

You will view the Show Filters option only when some filters are created using the Kyvos Designer Desktop application.

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