Prerequisites

• Access to a view created from a query or an analytics dashboard.
• Editing permission on the portal.

Presentation

The system allows you to include views created in SoftExpert Analytics in the system portals, which facilitates the monitoring of information on a daily basis.

Instead of opening each analysis separately, the main indicators are gathered in one place, always up-to-date, allowing you to monitor metrics in real time and support decision-making in a more agile way.

Here's how to configure a view on the portal:

Configure the view on the portal.

1. Access the portal where you want to include the view.

2. Click the Edit portal button.

3. Click the Element button.

4. In the Components panel, select Analytics.

5. Locate the desired view and drag it to the desired area of ​​the portal.

Conclusion

Done! Now you know how to make views created from queries or analytics dashboards available on portals. See how to create a view directly on the portal.