---
title: "Report Portlet"
canonical: "https://wiki.yellowfinbi.com/space/user80/1591906/Report%20Portlet"
format: markdown
---
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## Overview

The Report Portlet is the area containing an individual report on a dashboard tab.

![image](media://9014d21f-54bc-4568-9f80-5fa28256f159)

## Buttons

There are a range of options available related to the display and use of reports on tabs. Use the following buttons to access these options.

### Options

Access the report portlet drop down menu (see section below).  
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### Display Toggle

These buttons allow you to toggle between chart and table view on the dashboard, if multiple views are available.  
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### Maximise

This allows you to open the report on the Report Preview page, outside of the dashboard area.  
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### Delete

This will remove the report from the dashboard tab.  
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## Drop Down Menu

The report portlet menu provides you with a set of options for managing the display of a report on your tab.   
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### Active Tab Report Options

While the tab is active, you will have the following options:

- **View Report** - this allows you to open the report on the Report Preview page, outside of the dashboard area.
- **Print** - this will generate a display of the tab that is printable.
- **Export** - this allows you to generate an export of the report in various formats.
- **Share** - this allows you to distribute the report to other users or groups.
- **Information** - this displays summary information related to the report.

### Draft Tab Report Options

When the tab is in draft mode you have an extended list of options:

- **Default Display** - this allows you select the way the report is initially displayed on the tab, depending on what displays were built into the report design:
  - Summary & Chart
  - Chart
  - Summary
  - Table
- **View Report** - this allows you to open the report on the Report Preview page, outside of the dashboard area.
- **Print** - this will generate a display of the tab that is printable.
- **Delete** - this will remove the report from the dashboard tab.
- **Export** - this allows you to generate an export of the report in various formats.
- **Share** - this allows you to distribute the report to other users or groups.
- **Information** - this displays summary information related to the report.

## Moving & Resizing

When a dashboard tab is in draft mode, the report portlets have formatting options available to them.

### Moving Portlets

In order to move a portlet to a different area on the dashboard tab layout template, you will need to:

1. Place the tab in draft mode
2. Hover over the grid of dots on the top left of the tab
3. Drag the portlet to another area of the tab

### Resizing Portlets

In order to resize a portlet you will need to:

1. Place the tab in draft mode
2. Hover over the bottom of the portlet
3. Drag the bar up or down to resize