Published at: 2026-09-17
Configure BI components on partner portals
Configure the BI components available on a page.
Overview
The web client supports filters, charts, and the chart split-screen view; the mobile client supports filters and charts.
Before You Begin
[!IMPORTANT] - Role permissions: You need back-office configuration permissions for the target page. - Prerequisite: Create the charts, dashboards, or BI resources you want to display first.
Procedure
- Go to Admin Center > Connected Platform Management > Partner Portal Management > Custom Home Page/Web Custom Page/Mobile Custom Page.
- Create or edit the target page layout.
- In the component area, add the BI components supported by the current page.
- Select the BI resource and complete the page settings.
- Save the page configuration.
Page Rules and Restrictions
Each custom page can contain only one filter. The filter can set default employee and date conditions, determine which charts participate in filtering, specify whether viewers can change the criteria, and allow the filter to be pinned to the top. The personnel filter corresponds to the external owner of the chart.
You can select up to 15 charts at a time, and a maximum height can be configured. The chart resource scope is limited by the subject of the objects visible downstream.
The chart split-screen view supports folders and charts.
The mobile client supports filters and charts.
Verify the Result
Open the target page and confirm that the component display, resource scope, and quantity comply with the current page rules.