• On the Icon Bar click the Review button, then click Add Visual Portal.

1. Click Name, type a name for your Visual Portal.
2. Click Submit.

Note: Name is the only required field on this page. For more information about the additional fields on the portal settings page see the article How do I manage the Visual Portal properties?

1. Click the triangle next to the name of your Visual Portal.
2. In the context sensitive drop-down menu, click View.

• Click Edit layout.

• Click Add portlet.

1. Click Header, type a name for this individual portlet.
2. Click Title, type a name for the title of your portlet (optional).
3. Select a Data source. The page will change based on the data source you select.
4. Click Submit.

Report: You can select a Report Wizard report and utilize the chart within that report or create your own using the chart settings. Note: Reports from the My Reports folder will only be available if the Visual Portal layout has not been shared with other users.

Dashboard: You can select a portfolio and layout combination to display in a portlet. Once selected you have the option to select a currency, group by and if available, select a sum or count summary.

Measure: You can select a measure to display in a portlet. Once selected you can determine what kind of chart you want to display, set dates and thresholds to control what is displayed.

Executive Review: You can select a portfolio and layout combination to display in a portlet. Once selected you have the option to select a different currency for the display.

Note: You may need to set or modify additional settings depending on the Data Source selected.

• Click Save Changes.

1. View newly created portlet.
2. Return to Step 4, Click Edit Layout, to add more portlets to your Visual Portal.