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Resource Tab Customization in Portal
Chris Haleua avatar
Written by Chris Haleua
Updated over 2 months ago

Customers are engaged in onboarding projects through a variety of GUIDEcx channels:
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One of the best ways to earn customer attention is by customizing content in the portal where they already spend time. That is possible today via drag and drop:

The main pre-requisite is GUIDEcx Business Intelligence. That offering has 5 tiers above the default bundled functionality of Report Navigator for standard reports:

These tiers allow you to only pay for the expanded capabilities you really need. If you just need a query API to tools you have already purchased like Domo, Tableau, or Power BI, you can start with the affordable Data Feed. Most continue beyond that with the internal self-serve creation, layout, end edit capabilities of Report Builder. Once you have upgraded to that level, all pre-requisites have been fulfilled for Compass Portal Customization.
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Simply inform your CSM that you are ready to activate the visibility of the new "Resources" tab and a dedicated page will be shared with you where you can upload files, drag in videos, and even securely distribute dynamically personalized charts:

Start by clicking the wrench icon in the top-right of the "Portal Resources" page in the Reports tab. Then click "Edit Dashboard:

Continue by dragging in a new card to your layout from the toolbar that appears along the right edge in edit mode. Drop it into any position on the page by focusing on the gray borderlines between existing content:
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Click the "Add Content" button in the new placeholder and choose "Create new Card:

Even though the internal Report Builder tier within GUIDEcx Business Intelligence is already very popular for answering your own team's questions, that has focused primarily on chart cards so far. Now as you expand into external resources, make sure to give Doc cards and Notebooks a try in your layouts.

Drop in any slide deck, spreadsheet, word doc, PDF, png image, or mp4 video for in-line preview directly in the layout of the Resources tab. Other filetypes are also supported, but they will need to be downloaded to be viewed.

For more details on customizing dashboards with page background images, card background colors, and customized sizing, refer to the "Dashboard Layouts" training video here.

Any documentation you choose to share about timelines, roles, help articles, or custom data in the "Portal Resources" page in the Reports tab will immediately appear in the "Resources" tab of the Compass customer portal.

This can be previewed with user impersonation on the Team tab by clicking "View As":

All charts and data will be automatically filtered by Project ID so that no customer ever sees another customer's data.

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