Create Portal

Creating Portal

The Portal allows you to organize reports & dashboards you have created into pages and publish them as a microsite for easy access to your users. You can create multiple pages in your portal. Each page will be associated with one workspage from which you can add reports & dashboards into the page. 

Enable Analytics Portal Trial

Zoho Analytics provides you with a 15-day trial for the Analytics Portal feature. You can enable the trial by following the below steps. 

  1. Click the Organization Settings icon on the top right. 
  2. The Settings page will open. Open the Portal tab. 
  3. Click the Create New Portal button. A confirmation dialog to enable trial will open.
  4. Click Enable Trial. A 15-day trial for Analytics Portal will be enabled for your account. 

Create

This section explains how to create an analytics portal. 

  1. Click the Organization Settings icon on the top right. 
  2. The Settings page will open. Open the Portal tab. 
  3. Click the Create New Portal button. The Create New Portal dialog will open. 
  4. In the Portal Name field, specify a name for your portal. You must choose a unique name for your portal across Zoho Analytics portals. Availability of the portal name will be indicated in the dialog. 
    The portal URL will be based on this name.  i.e., if you choose your portal name as Finepick, then the portal URL will be finepick.zohoanalyticsportal.com. 
  5. Select the Add all Zoho Analytics users to this portal checkbox to add all the users in your organization into this portal. 
    Note: The added users will not be able to access any pages in the portal, until you grant permission for the portal. 
  6. Choose a template for the portal and click Next.
  7. The Create Page dialog will open. Specify a name for the page in the Page Name field. 
  8. In the Select Workspace drop-down, select the Zoho Analytics workspace you want to associate with this page.  You will be able to add any views (reports & dashboards) from this workspace into this page. 
  9. Click Create. A portal will be created and the Portal Builder will open. You can design your portal from here. 

Portal Builder

The Portal Builder allows you to design & build the portal suiting your needs. You can organize the page in a single or double column layout. 

Adding Views in a Page

All the views present in the associated workspace will be listed on the left. You can simply drag and drop views into the portal designer.  You can add up to 10 reports and 1 dashboard in a page. 

Adding Elements

The Elements tab, on the left, allows you to add the following rich elements to the page by drag and dropping them.

  • Text
    • Heading 
    • Paragraph
  • Images
    • Image
    • Image with Text
    • Image with Heading and Text
  • Dividers
    • Divider
    •  Divider with Icon 
    • Divider with Text
  • Others
    •  Google Map 
    •  Video 
    •  Embed 

Organizing the Layout

You can organize the views/elements in a page into a single or a double column layout. 

To organize the elements select the added view or element. A contextual menu will appear with the following options to for editing it:

  • Move icon - Hold this icon to drag the view to the desired place in the page. 
  • Edit icon - Click this to edit the height of the view/element in the page. 
  • Trash icon - Click this to delete the view/element in the page. 
  • Expand/Contract icon - Click this to expand the view/element to full layout or contract it. 

Note: To create a page with a flexible layout (not just single or two column layout), you can create a dashboard with all the views & elemnts required in the desired layout and insert it in the page. 

Adding Pages

You can add multiple pages in your portal. Each Page will be associated with a specific workspace. You will be able to add views for the corresponding workspace in the Page. You can add up to 30 pages in a portal. 
Follow the below steps to add a Page.

  1. Click the Add Page link. 
  2. The Create Page dialog will open. Specify a name for the page in the Page Name field.  Page name should be unique. 
  3. In the Select Workspace drop down, select the workspace you want to associate with this page. 
  4. Click Create. The page will be created. 

Builder Settings

The Portal Builder Settings allows you to customize the appearance of your portal. Click the Settings button on the top right to edit the portal appearance.

The Settings page will open with the following tabs. 

  • Pages - This allows you to customize the Pages in the Portal.
  • Menu - This allows you to customize the menu to navigate between the pages. 
  • Template - This allows you to customize the theme of the portal. 

Pages

The Pages tab allows you to customize the Pages in the Portal. You can add, delete or rename the page from here. 

Add Page
To add a page, click the Add Page button at the top.

Rename Page
To rename a page, click the edit icon that appears on mouse-over. The Rename Page dialog will open. Modify the name and click Ok

Delete Page
To delete a page, select the page and click the Delete button on the top, or click the Trash icon that appears on mouse-over. 

Trash 
Click the Trash button  on the top right to open the Trash Page. This lists all the deleted pages. You can restore pages from here if needed. To restore a page, select the page and click the Restore button on top or click the restore icon that appears on mouse-over. 

Menu

The Menu tab allows you to customize the menu to navigate between the pages. All the pages in the portal will be listed here. Hold and drag the pages to arrange them as required. 

You can arrange pages within a page with two-level hierarchy.

Template

The Template allows you to customize the theme of the portal. You can choose to apply one of the four themes available. 

  • Left pane Light theme
  • Left pane Dark theme
  • Top pane Light theme
  • Top pane Dark theme

Publish

Your users will be able to access the Portal, or see the latest modification only when it is published.

Once you have saved all the changes in your portal, verify the same using the Preview of the Portal. You will be able to view how the portal will be in web, mobile and tablet. 

Click the Publish button on the top right to publish. The Portal will be published and all users will be able to access it. 

Note:
  • Portals can be published only when it is in an 'Enabled' state. 
  • Portals cannot be published with the Without login permission. All users need to login to access the portal. 
  • Any modification done to the portal after publishing will be only saved as a draft and will not be visible to the users until it is published again. 

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