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Building Data Portals

Building Data Portals

New Data Portal​

Data portals are full-screen landing pages that link users to reports, dashboards, folders, and external sites. They consist of a Header, Tiles, and Footer that can be modified to fit your design goals.

Note: the Consumer role does not have access to create data portals, and thus will not see the New Data Portal button. Check your role from My Account.

To create a new data portal, click on the New button in the portal and select New Data Portal. This opens a new data portal in a new browser tab, with a default header and three placeholder tiles for you to configure.

New Portal from Empty Template

To edit an existing data portal, click the ellipsis next to it in the FlexIt portal (or right-click it) and select Edit. Clicking the data portal itself opens it for viewing.

Portal Menu​

While editing, click on the ellipsis in the top-right of the data portal to access the portal menu. From the menu, you can Save or Save As..., Share, mark as a Favorite, Toggle Preview to hide the editing controls, and open Portal Settings. The name of the data portal is set when you save it.

Settings​

Portal settings are grouped into three sections:

  • General - URL Slug (the permanent identifier in the portal's URL), Background Color, Width (as a percent of the page), and Hide Search
  • Header - Hide Header, Title, Subtitle, and Background Url
  • Footer - Hide Footer, footer Text, and links for X/Twitter, Facebook, Email, LinkedIn, Instagram, YouTube, and TikTok

Portal Settings

Share​

Share gives you a Link and Embed Link for the data portal, as well as a Bookmark Link. If your admin has enabled downloads, you can also Download PDF or Download Image.

Background Image​

You can configure any background image you like by clicking on the camera icon in the top-left of the portal and setting the URL to the desired image.

Title and Subtitle​

You can change the portal title and subtitle by clicking on them and entering the desired text.

Tiles​

Tiles can link to FlexIt reports, dashboards, and folders, or to an external URL. They can be designed with icons, background colors, images, or rich text. Tiles are laid out three per row.

When a user clicks a tile linked to a folder, the folder's contents expand in place below the tiles. Tiles linked to a report or dashboard open it.

Portal Tiles

The search input searches the content inside any folders that tiles link to, including subfolders.

Add Tile​

Click on the Add Tile button to add a new tile.

Edit Tile​

Hover over the tile, click the ellipsis, and select Edit.

Edit Tile

  • General
    • Tile Type - an Icon Tile for the standard icon with title and description, or a Rich Text Tile to design it however you would like
    • Title, and a Description (Icon Tile) or Rich Text (Rich Text Tile)
  • Style - Icon, Background Color, Font Color, and Background Url for a background image
  • Link - Link To a FlexIt report, dashboard, or folder (choose the Content), or a Url

Remove Tile​

Hover over the tile, click the ellipsis, and select Remove to delete the tile from the data portal.

Add text or social media links in the footer from the Settings menu, or hide the footer entirely.

URLs​

URLOpens
/#data-portal/<url-slug>the data portal
/#data-portal/<url-slug>/editthe data portal in edit mode
/#data-portal/<url-slug>/embedthe data portal for embedding