Portal Overview

The Import.io Portal allows you to share reports that you have created with other stakeholders without sharing your login. Your portal has a unique shareable URL that should look like this: https://app.import.io/dash/portal/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx.

Elements of the Report Portal View

1. Portal tab: Takes you to your Import.io Portal.
2. Filter by type: Reveals filter to only show reports of a certain type. Options are Data, Change, or Comparison.
3. Filter by date: Reveals filter to only show reports within a selected date range.
4. Clear filters: Clears all active filters applied.
5. Share: Automatically adds the Portal link to the copy clipboard for sharing.
6. Search by name: Allows you to search for runs by their Report name.
7. Report name: Name of the Report for that run.
8. Run stats: Summary of the displayed run's statistics.
   • Total Rows: Data & Comparison runs
   • Added: Change runs
   • Changed: Change runs
   • Removed: Change runs
   • Linked records: Comparison runs
   • Unmatched records: Comparison runs
   • Number of extractors: Comparison runs
9. Run date: Date the run was triggered.
10. Report type: Type of Report for that run. Types can be Data, Change, or Comparison.
11. Download: All file formats available for download from that run.
    • Excel: Data, Change, & Comparison runs
    • CSV: Change runs
    • PDF: Change runs
12. Run options: Click to reveal the options for a report run.
13. Report Settings: Link to the run's Report.
14. Unshare From Portal: Remove the selected run from the Portal.