• Managing Dashboard Configuration

    Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.

  • Platform Managers: How to Delete Content from a Portal Report

    This video shows how to delete content from an existing portal dashboard report.

  • Web Portal: Setting Up Quick View Reports

    Learn how to configure a Quick View report so that users can click an entry from a Data Grid and see a panel with key details about the entry pop open.