Portal > Board Portal > Manage Board Portal Report Group 


Use this page to create and manage Board Portal Report Groups.


A Board Portal Report Group defines the location for selected reports to appear on the portal menu, and allows for multiple reports to be grouped under a single heading.


Step 1. Navigate to Portal > Board Portal > Manage Board Portal Report Group 


Step 2. Select Add Group from the Page Actions drop down menu.



Step 3. Complete the Portal Report Group Edit window. 


Overview Tab


  • Title - Enter a title for the Report Group


  • Show on Board Menu - This option displays the report group as a menu item on the board portal menu with each report within the group as a sub-menu item.


  • Show on Board Report Page - This option includes the report group and its related reports on the Board Report Page. This page shows the reports along with the corresponding report descriptions.


NOTE - To have this report group appear within the board portal, ensure both the Show On Board Menu and Show On Board Portal Report Page options are selected)


  • Report Subscriptions - Select all Report Subscriptions from the dropdown menu that should appear in the new Report Group. 



Step 5. Click the Save button to Create the Group, or the Save Add button to create another Group. 


View Reports on the Portal 


Step 1. Login to the Portal using an Administrator or Board Member Login


Step 2. Click the button for the Board Portal Dashboard. 


NOTE - The Title for the Board Portal may vary based on customized preferences of the Management Company or Association. 



Step 3. Select Association Reports from the Board Portal menu. 


Step 4. Select the Report Subscription hyperlink for the report you would like to view.