---
title: How to add and customise reports on the Portal?
description: This article covers how to add a report and customize different reports on the portal.
---

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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**.

**![Screenshot 2023-10-23 122259](https://support.ofsystems.com/hs-fs/hubfs/Screenshot%202023-10-23%20122259.png?width=670&height=337&name=Screenshot%202023-10-23%20122259.png)**

#### **Step 2 — Add a report**

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

![Screenshot 2023-10-23 123440](https://support.ofsystems.com/hs-fs/hubfs/Screenshot%202023-10-23%20123440.png?width=670&height=335&name=Screenshot%202023-10-23%20123440.png)

#### **Step 3 — Open the widget's settings**

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

![Screenshot 2023-10-23 124250](https://support.ofsystems.com/hs-fs/hubfs/Screenshot%202023-10-23%20124250.png?width=670&height=349&name=Screenshot%202023-10-23%20124250.png)

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.

**![Screenshot 2023-10-23 124724](https://support.ofsystems.com/hs-fs/hubfs/Screenshot%202023-10-23%20124724.png?width=670&height=337&name=Screenshot%202023-10-23%20124724.png)**

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](https://support.ofsystems.com/hs-fs/hubfs/Screenshot%202023-10-23%20141137.png?width=670&height=338&name=Screenshot%202023-10-23%20141137.png)

**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](https://support.ofsystems.com/event-chart-and-portal?hsLang=en&)

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