Create a workspace

You can customize existing workspaces by adding or modifying existing visualizations or creating new workspaces.

You can then save these workspaces for later use. See Creating Workspaces.

You can create new workspaces by creating a blank workspace, copying and pasting an existing workspace, or saving a workspace to another location or using another name.

This section describes the following tasks:

• Adding New Workspaces
• Copying and Pasting Existing Workspaces
• Changing a Workspace Name

Adding New Workspaces

On the desired Worktop tab, right-click a blank area within the tab and click one of the following options:

• New > Blank Workspace. This option displays a standard size, blank workspace.

• New > Report Template. This option displays a standard size template that you can use to create reports.

The thumbnail for the new type of workspace appears on the tab.

Copying and Pasting Existing Workspaces

You can copy and paste an existing workspace onto to any other workspace. If you paste the workspace on a tab that contains a server version of a workspace with the same name, the workspace is pasted as a local version of that workspace. If you paste the workspace on a tab that contains server and local versions of a workspace with the same name, the workspace is pasted as a user version of that workspace with the same name followed by (Copy). If you paste the workspace on a tab that does not contain a workspace with the same name, the workspace is pasted as a new user workspace.

To copy and paste an existing workspace

1. On the desired Worktop tab, right-click the workspace that you want to copy and click Copy.

   

2. Go to the tab in which you want to paste the workspace, right-click a blank area within the tab, then click Paste.

   The following example is a workspace pasted on a workspace tab that contains a server version:

   

The following example is a workspace pasted on a workspace tab that already contains a server and local version. The workspace is pasted as a user version of that workspace with the same name followed by (Copy):

Changing a Workspace Name

To change the name of a workspace

1. On the desired Worktop tab, click the thumbnail of the workspace you want to display.

2. In the workspace, click the title text in the title bar and type the new title, as shown in the following example:

   

Deleting a Workspace

To change the name of a workspace