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Contributor
megmdks
Posts: 4

PRM Portal - How to Display Dashboard and Dashboard and Reports Tabs

Hi all,
 
We were sold the PRM Portal license based on the fact that our partner would be able to log in and see a dashboard along with the dashboards and reports tab. 
 
Our account exec assured us that this is possible.  I cannot figure out how to do it for the life of me and tech support has not been able to provide any assistance.
 
Do any of you know how I might be able to do this?  Not sure if I have to create custom objects or do some kind of work around but I really need this functionality.  Keep in mind, I am not a developer and have limited technical skills but I am a quick learner and am willing to try anything at this point.
 
I have until end of day today to provide this to management and would appreciate any help you can provide!
 
Meg
Regular Contributor
James_Dean
Posts: 40

Re: PRM Portal - How to Display Dashboard and Dashboard and Reports Tabs

Yes this is possible. When making the Partner Portal template you can choose which tabs to display.
Visitor
stoneygirl
Posts: 3

Re: PRM Portal - How to Display Dashboard and Dashboard and Reports Tabs

I have the same problem.  Did you figure out how to display dashboards in the partner portal?  If so, would you advise?

Contributor
Ivin
Posts: 9

Re: PRM Portal - How to Display Dashboard and Dashboard and Reports Tabs

Can someone help in providing details how to allow a portal user see dashboard in the portal homepage?

 

Exposing Dashboard tab in Partner/Settings/Customize Portal Tabs does not help. The Dashboard tab is still not visible.

Regular Contributor
metaforce
Posts: 65

Re: PRM Portal - How to Display Dashboard and Dashboard and Reports Tabs

Was there a solution to this problem as am facing the same issue. Can someone from Salesforce step in and confirm if dashboards can be exposed to Partner Portal users.
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Metaforce
Contributor
paulwhitaker
Posts: 3

Re: PRM Portal - How to Display Dashboard and Dashboard and Reports Tabs

Any resolution on this, as we need to sort this out as well?

Thanks.

Contributor
paulwhitaker
Posts: 3

Re: PRM Portal - How to Display Dashboard and Dashboard and Reports Tabs

Just talked to premier support and was told it's not possible. They said they didn't know if it was possible to use a Visual Force page as a work around and that I should look on the internet and check "Ideas" to see if it has been suggested for an upcoming release.

 

So, not the answer I was looking for, but an answer none the less.