Pages, Reports, and Folders


Advanced Portal Search

This tutorial demonstrates advanced searching techniques in Decisions Portal. These search optimizations are introduced in Decision 4.1. Because this search enhancement is implemented using Full-Text Search...

Set Folder Order In Tree

This tutorial demonstrates how to change Folder Order in Folder Tree in Decisions Portal. By default Folders are sorted in alphabetical order (except MyTasks and Folders created from installed Modules). To...

Changing Page Name And Order On Folder View

This tutorial demonstrates how to change the Name and the Order of the page attached to the Folder. To learn how to create Pages in Decisions, please click here. To learn how to add Page to the Folder...

Report Distribution

This tutorial demonstrates how to use Report Distribution functionality. Report Distribution allows users to create and manage how Reports can be distributed (download, send over email, etc.). Example: In...

Report Output Template

This tutorial demonstrates how to configure the settings for Report Data to Output information onto an Excel Template.  Note: A Report should already be created in order to upload Report Data onto an...

Send Portal Folder URL in the Email

Overview This example shows how to simply use a send designer Folder URL in an email. This step can be performed through the designer folders action menu.  Example Navigate to the desirable...

Creating Favorite Actions

Creating a favorite action may make sense for actions that are used on a consistent basis. When an action is made a favorite, it shows as a new name in bold, if a new name was given. The action also appears...

Searching For Items in the Portal

The portal offers multiple search options. Search for entities using the integrated incremental search features of the address bar, or use the advanced search options to apply filters to your search results. Example In...

Export Report as PDF

A report can be exported to PDF, HTML, or Excel format.  To export a report to PDF, while viewing the report, click the Download/ Send Report button, select the PDF option in format and click Proceed. ...