
• In report tables, use the drag and drop option or funnel options to filter for the required data and use right-click
options to perform various tasks.
Saving and Loading the Portal Layout
To save and load the portal layout, click the
icon.
All the current layout settings and visible reports on the portal are saved on the portal page.
To load the previous portal layout, click the
icon.
Updating the Portal Data
To refresh the portal page manually, click the
icon.
To load the default portal layout, click the
icon.
Hiding Graphs and Reports Components
To hide graphs and reports (components), click the
icon on the report or graph and select the Hide option to remove the component from the portal page or select the Auto
Hide option to move the component to the side bar.
To remove a component from the portal page, click the X icon in the report or graph.
To move the report to the side bar, click the
icon.
Rearranging or Resizing Graphs and Reports (Components)
Click the icon and select from the following options:
• Floating—To move the component freely in the portal page.
• Dockable—To dock the component in the portal page. If the component is floating, right-click the title to dock or
tab the component.
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