1.2 Portal Functions

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

Figure 2. Portal tabs and links.

 

The table below explains the various features.

TAB

Function

Dashboard

Access your important dashboards. See Deploying a Dashboard for information on configuring dashboards.

Report/Viewer

View all available dashboards and reports in the repository. See Dashboards and Production Reports for more details.

Design

Create ad hoc reports and dashboards. See Ad Hoc Reporting, Dashboards, and Deploying a Dashboard, for more information.

Schedule

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

 

 

Link

Function

Help

Open the user documentation.

Preferences

Change personal settings and configure user dashboards. See User Preferences for more information.

Log Out

Log out of the Portal (when security is enabled).

Search

Search within reports. Logic (AND, OR) and wildcards (*, ?) are allowed. For example, “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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