Portals interface
The interface of Portals includes a top toolbar, a content toolbar, content options, a sidebar, and the main content area.
Top toolbar
The top toolbar contains the application tabs, the Search field, the quick links, and the user avatar with links to Manage Account, Online Help, Customer Care Portal, and the option to log out.
The following items are available depending on your application settings.
| Item | Use this item to |
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Search: Search through the content of the application. You can search only in the specific features of the application or through the entire application. |
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Quick links: View the links to the web content that is relevant to your application. |
Content toolbar
In a Portals application, the shows the location of the item displayed in the main content area and allows you to navigate to previously displayed items. Also, the shows the name of the filters applied to a report.
The content toolbar includes the 
More options button. For details, see the description below.
Content options
When you click More options on the , the content options appear in a vertical bar. The content options depend on the application settings, on the content displayed in the main content area, and on your permissions.
| Item | Use this item to |
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Refresh: Refresh the displayed content. |
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Tear off: Open a content item in a new window without any user-interface elements. |
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Excel: Save the content item in an Excel format. |
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PDF: View a content item in PDF format. |
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HTML: View a content item in interactive mode. |
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Email: Send a content item via email. |
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Presentation mode: Hide the top toolbar when you view a report. |
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Normal mode: Show the top toolbar when you view a report. |
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View live report data: View live data in a report. |
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View saved report data: View saved data in a report. |
Sidebar
Use the sidebar to work with the application features. When you point to or click a sidebar button, the sidebar also displays the name of all buttons.
The items available to you depend on the application settings and your permissions.
| Item | Use this item to |
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Content: Open the Content pane and work with content. For details, see Work with content. |
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Snapshots: Open the Snapshots pane to create and manage report snapshots. For details, see Manage snapshots. |
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Bookmarks: Open the Bookmarks to create and manage report bookmarks. For details, see Manage bookmarks. |
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Filters: Open the Filters pane to apply filters to content. For details, see Apply filters. |
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Collaborate: Open the Collaborate pane to communicate with your colleagues, share reports, snapshots, and other documents. For details, see Manage attachments and Manage discussions. |
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: Open the pane to create Microsoft PowerPoint, Adobe PDF, and Apple Keynote presentations and booklets containing reports and other content. For details, see Create a publication. |
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Guide: Open the Guide pane to find reports that are relevant to specific business questions. For details, see Find a report. |
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Alerts: Open the Alerts pane to monitor key performance indicators and trends provided by the alert reports. For details, see Monitor alerts. |
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Glossary: Open the Glossary pane to have quick and easy access to business terms, descriptive information and guidelines for reports, KPIs (key performance indicators), and other content. For details, see About business glossary. |
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Toolbox: Open the Toolbox pane to access IBM Cognos tools. For details, see Access IBM Cognos tools. |
Main content area
The main content area shows the content with which you want to work or just view.
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