Here you can find some work-hacks that will make your work easier when using the Meridix Platform. We have gathered some of our most valuable work-hacks, for you to use when you are working on your own in the system or when you are presenting it for your customers. We hope this will bring as much value to you as it has for us. Enjoy!
Shortcuts in Dashboard
There are a lot of keyboard shortcuts available when you are using the Dashboard. Simply press the “?” key when you are in a Dashboard and all the shortcuts will be presented for you.
Use these shortcuts to easily move around and between different functions in your Dashboard.
Multiple filter strings
There is a way to use multiple filter strings to quickly find your target group regardless if there are in different hierarchical groups or not.
To add multiple filter strings in one search, simply add commas (,). You can also exclude filter matches by prefixing the term with an exclamation mark (!). Previously checked items will always be visible so it’s easy to do multiple filters for a single selection.
Here all matches for ”filip”, ”henrik” and ”wendel” but without any results that contain”lars” (Lars Wendelstam).
Nael does not match the filter but was previously filtered out and will therefore be shown.
“WYSIWYG” - What You See Is What You Get
EXTRA! This is not really a work-hack, but it's an update we know all of you have been waiting for: From the January release (2020) of Meridix, our Excel exports will contain ALL charts that are presented on the web user interface.
Simply, what you see on the web is what you get in your inbox!
Copy to multiple groups
Create copies of a saved report easily for multiple groups, without having to copy it several times.
Just select which receiver should get the report for which target group. The system will then automatically reformate the report so it contains the specifically requested data and send it to the receiver.
Admin can log in as a user
Administrators can log in as another user directly in the system, without needing to know the user's password. This is very useful when helping a user or if you want to see how a user will experience the system with his/her current settings.
Go to the Administration section in the main menu of the reporting system.
Choose “users” and all your users will be presented to you in a list.
Click on the user that you would like to log in as and you will get to its settings.
Choose “additional” in the top menu.
In addition to logging in as the selected user you can also lock out the user from the system or re-send the initialization email if the user has forgotten his/her credentials.
Psst! If you've found out a shortcut of your own or if you have some questions about the ones presented above - don’t hesitate in contacting us!