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Working with Portfolios

WebLOAD Analytics enables you to create a portfolio of templates that you can open in a single action. Use portfolios to group together commonly used templates to speed up your work.

Note: Generating, printing, and publishing individual charts within a portfolio or entire portfolios is identical to generating, printing, and publishing charts. For more information, see Generating Charts

Creating a Portfolio

When you create a new portfolio, you assign the templates you wish to include by dragging them into your portfolio in the Templates Gallery tree. The assigned templates appear as links within the portfolio.

Note: If a template is deleted from the Templates Gallery and the portfolio links associated with it are not deleted, unresolved template links appear in the tree marked with a red x. When publishing the portfolio, templates with unresolved links are not published.

To create a portfolio:

  1. In the Navigation area, click the Gallery tab. The Templates Gallery opens.

  2. In the Templates Gallery Right-click in the Templates Gallery and select New Portfolio.

    The New Portfolio window opens.

    new portfolio

  3. Enter a name for the portfolio and click OK. The new portfolio appears under the Portfolios folder in the Templates Gallery tree.

  4. In the Templates Galley, drag-and-drop the templates you want to include in your portfolio. Your portfolio is created.

Note: To remove a template from your portfolio, select the template link from the Templates Gallery tree and click delete icon. Removing a template link from your portfolio does not delete it from the Templates Gallery.

Opening a Portfolio

To open a portfolio:

  1. In the Templates Gallery, open the Portfolios node.

  2. Double-click the portfolio you wish to open.

    The charts created by the portfolio open in the Charts area.

Note: Any charts that were already open in the Charts area remain open.

You can now generate, print, or publish a report based on the open charts. For more information, see

opening a portfolio

To rename a portfolio:

  1. In the Navigation area, click the Gallery tab. The Templates Gallery opens.
  2. Right-click a portfolio and select Rename. The Rename window appears. Enter the new portfolio name and click OK. The portfolio is renamed.