Portal Tabs

The tabs in ATG Reporting Center are used to quickly access the pages that are important to you.

The tabs represent:

An administrator specifies the default tab setup for users. To personalize ATG Reporting Center, you can add and remove tabs, or reorder them. Other users will not be affected by your changes.

When you delete a page that is included in your tabs list, the tab will be automatically removed. Your tabs may also be affected by changes to the associated pages made by other users who have access to the pages. For example, when a page is deleted during the current session, its tab is no longer functional, and an error message may appear when you click the tab. To see the most current tab settings, click the ATG Reporting Center refresh button.

Note: When you use Internet Explorer as your Web browser, if many tabs exist, scrolling is added automatically.

Add a Tab

You can add a tab in ATG Reporting Center for a new page or for an existing page so that you can access the page quickly.

If the Public Folders or My Folders tabs are not available in your tab bar, you can add them, too. Only one tab can exist for each folder or page.

There are various methods to add a tab. Choose the method that is applicable to your current view.

Steps Using Preferences

  1. Click Preferences, and then click the Portal Tabs tab. A list of your current tabs appears.

  2. Click Add.

  3. In the list of available pages, select the page you want. You can select multiple pages.

  4. Click the right arrow button to move the page to the Selected entries box.

  5. Click OK. The tab for the page appears in the portal.

  6. Click OK to close Preferences.

Steps Using the Tab Menu

  1. From the tab menu on the left side of the tab bar, click Add portal tabs.

  2. In the list of available pages, select the page you want. You can select multiple pages.

  3. Click the right arrow button to move the page to the Selected entries box.

  4. Click OK. The tab for the page appears in the portal.

Steps Using the Add Button

  1. In the list of available pages, locate the page you want.

  2. In the Actions column, click its associated add button. The tab appears in the portal.

Delete a Tab

You can delete a tab when the page it represents is not accessed frequently. If there are too many tabs, they may become difficult to find.

When you delete a page that has a tab, the tab is automatically removed. When you remove a tab for a page, the page is not deleted.

You can delete the Public Folders and My Folders tabs, and add them back later, if needed. Deleting the tabs does not delete Public Folders and My Folders from Content Manager.

Steps Using Preferences

  1. Click Preferences, an then click the Portal Tabs tab. A list of your current tabs appears.

  2. Select the check box next to the tab you want to remove, and click Remove. You can select multiple tabs.

  3. Click OK. The tab is deleted from the tab bar.

Steps Using the Tab Menu

  1. On the tab bar, click the tab you want to remove.

  2. From the tab menu, on the left side of the tab bar, click Remove this portal tab.

  3. In the message box, ensure you are deleting the proper tab, and click OK. The tab is deleted from the tab bar.

Reorder the Tabs

You can change the order of tabs so that they are organized in a way that is meaningful to you.

Steps Using Preferences

  1. Click Preferences, and then click the Portal Tabs tab. A list of your current tabs appears.

  2. Click Modify the sequence.

  3. In the Tabs box, move the tabs up or down as required.

  4. Click OK. The tabs appear in the new order.

  5. Click OK to close Preferences.

Steps Using the Tab Menu

  1. From the tab menu on the left side of the tab bar, click Modify the sequence. A list of your current tabs appears.

  2. Move the tabs up or down using the appropriate buttons.

  3. Click OK. The tabs appear in the new order.

 
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