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Overview

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Report Portlet

The Report Portlet is the area containing an individual report on a dashboard tab.

Buttons

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Report Portlet

There are a range of options available related to the display and use of reports on tabs. Use the following buttons to access these options.

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This will remove the report from the dashboard tab.

Drop Down Menu

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Report Portlet

The report portlet menu provides you with a set of options for managing the display of a report on your tab.

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  • Default Display - this allows you select the way the report is initially displayed on the tab, depending on what displays were built into the report design:
    • Summary & Chart
    • Chart
    • Summary
    • Table
  • View Report - this allows you to open the report on the Report Preview page, outside of the dashboard area.
  • Print - this will generate a display of the tab that is printable.
  • Delete - this will remove the report from the dashboard tab.
  • Export - this allows you to generate an export of the report in various formats.
  • Share - this allows you to distribute the report to other users or groups.
  • Information - this displays summary information related to the report.

Moving & Resizing

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Report Portlet

When a dashboard tab is in draft mode, the report portlets have formatting options available to them.

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  1. Place the tab in draft mode
  2. Hover over the bottom of the portlet
  3. Drag the bar up or down to resize

 

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Report Portlet

 

 

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