2.2 Portal Functions

The Portal contains tabs for viewing and creating Style Intelligence components. The options available will depend on what permissions you have been given by the administrator.

Figure 2. Portal tabs and links.

 

The table below explains the various features.

TAB

Function

Dashboard

Access your dashboards. See Dashboards for information on configuring dashboards.

Report/Viewer

Repository for viewing components. See Visualization Dashboards and Production Reports for more details.

Design

Style Intelligence power-user tools for creation of ad hoc reports, Viewsheets, and dashboards. See Ad Hoc Reporting, Visualization Dashboards, and Dashboards, respectively, for more information.

Schedule

Create batch reports, monitor queued and completed tasks. See Scheduling Reports and Viewsheets for more details.

 

 

Link

Function

Help

Online Help menu

Preferences

Change your personal settings and dashboards.

Log Out

Logout from the Portal. (Only available if security is enabled.)

Search

Search within archived reports. Logic (AND, OR) and wildcards (*, ?) are allowed; e.g., “wee*” will find “week” and “weekly.” See Archived and Batch Reports for more information about archiving. To search an open report, see Searching.

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