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How to add and customise reports on the Portal?

The Portal lets you build a wall display or office dashboard from multiple report widgets, each with its own report, lines, and date range.

Step 1 — Open the Portal

Open Analytics and click Portal.

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Step 2 — Add a report

Click Add Report. This adds a new widget, defaulting to Live Dashboard.

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Step 3 — Open the widget's settings

Click the gear icon on the widget's title bar.

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This opens a full-screen picker with four columns: Report, Lines, From Date, To Date.

There's no cancel option in this panel — pressing Escape won't close it. Whatever is highlighted when you click the green confirm tick is what gets applied, so check your selection before confirming.

Step 4 — Choose the report, lines, and date range

Select the Report, Lines, From Date and To Date, then click the green confirm tick.

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Each widget keeps its own report, lines and date range — a widget doesn't follow the date range set in the Analytics header, so different widgets on the same Portal can be showing different periods.

Step 5 — Customize the report further

Use the chevron icon on the widget's title bar to customize the report's columns and grouping buttons further.

Screenshot 2023-10-23 141137

A Portal layout is stored in your browser, not on the server. It won't follow you to another machine or browser, and clearing your browser's site data will delete it with no way to recover it. To move a Portal layout between machines, share the link instead.

Watch a video on adding and customizing reports on the Portal: Event Chart and Portal