Create a Report Portlet

To create a report portlet, follow these steps:
  1. Navigate to the page where you want to add the portlet.
    Note: If you do not want the portlet to appear on a page, see Create a New Portlet Without Adding it to a Page.
  2. Select Customizethen selectEdit Pagethen selectEdit Page Content.
  3. On the Edit Page Content page, click Add Portlets.
  4. On the Create tab of the Add Portlets page, select Report as the portlet type.
  5. Enter descriptive information about the portlet:
    Name
    Short name that appears in the title area at the top of the portlet.
    Description
    Short description that appears with the portlet in search results.
    Keywords
    Single words that you or other users can use to search for this portlet. Use spaces to separate keywords from one another.
    Note: To ensure efficient searching, develop a standard list of keywords and use these keywords consistently.
  6. If you are a content administrator, then you can specify a location (group) with which to share the portlet. For more information, see Share a Portlet.
  7. Click Add.
    A message appears, indicating that the portlet was added.
  8. If you want to create additional portlets, repeat steps 4 through 7. When you are finished creating new portlets, click Done.
  9. On the Edit Page Content page, specify where the new portlets should appear:
    • If you are using a column layout, you can move the portlets to different columns or to different positions within the columns.
    • If you are using a grid layout, specify where you want each portlet to appear by selecting the portlet names in the drop-down boxes for the appropriate cells. To span rows or columns, select the same portlet in adjoining cells.
    For more information about specifying the layout of portlets, see Edit the Contents of a Page.
  10. Click OK. The original page is displayed, with the new portlets added.
To specify the report that will be displayed in the portlet, see Edit the Contents of a Report Portlet.