Courses
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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.
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Platform Managers: How to Delete Content from a Portal Report
This video shows how to delete content from an existing portal dashboard report.
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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.