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    Quick BI:Customize the PC enterprise portal

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    Quick BI:Customize the PC enterprise portal

    Last Updated:Jun 23, 2026

    Create a custom homepage for your enterprise data platform. Organize reports into business categories, or embed a specific BI portal or external link.

    Limitations

    • Only Quick BI Enterprise Standard and Quick BI Pro support PC enterprise portal customization.

    • Only an organization administrator can customize the PC enterprise portal.

    • Customizing the PC enterprise portal by developing a custom page is a value-added feature available only for Quick BI Pro subscribers.

    Example

    image.png

    Access

    Log on to the Quick BI console as an organization administrator to configure the PC enterprise portal.

    image.png

    Build your enterprise portal in either of the following ways:

    Note

    If you have not configured the portal on either the Custom Portal or Embed Page tab, the enterprise portal entry in the top navigation bar of Quick BI is hidden.

    Customize with a template

    A portal template includes the following sections by default: Banner, Common Services, Business Categories, Rankings, Active Users, and Page Footer. You can customize the style of each section to build your enterprise portal.image.png

    1. On the PC Enterprise Portal Customization page, click the Custom Portal tab in the right-side pane.image.png

    2. In the Display Content area, hover over a section and click the 设置图标 icon to configure its style.image.png

      Alternatively, you can select the section directly and configure its style in the right-side pane.

      9.gif

    3. In the configuration pane on the right, configure the style for the following sections:

      • Banner: Highlights key data content, often used for advertisements.

        You can add up to three banners. The following figure shows the style settings for a single banner:

        image.png

        ① Configure the banner background image. You can use a built-in image or upload a local image.

        ② Configure the banner title, notes, and text color.

        ③ Configure the embedded portal and redirect button. You can embed an existing BI portal or an external link.

        ④ If you add multiple banners, they are displayed in a carousel.

        You can also globally adjust the title alignment (①) and height (②) for all banners.image.png

      • Common Services: Displays recommended portals, such as dashboards that administrators want all users to see.

        ① Specify a custom title.

        ② Configure the icon and title for the portal.

        ③ Configure the content to embed. You can embed an existing BI portal or an external link.

        Note

        You can add any number of portals to the Common Services section, but we recommend keeping the count low for a cleaner layout.

        image

        Parameter

        Description

        Display title

        The title for the displayed content.

        The title must meet the following requirements:

        • It can contain only Chinese characters, letters, digits, underscores (_), and hyphens (-).

        • It must be globally unique.

        Icon and Name

        The icon and title for the portal.

        Only custom icons are supported. Upload an image from your local machine or provide an image URL.image.png

        Note

        If you do not upload an image, the system uses a default color block icon that displays the first character of the title.

        Content

        The content to embed in the portal.

        You can embed Quick BI Works, an External Link, or a Custom Page.

        • Quick BI Works: Embeds a work created in a workspace within your organization.

        • External Link: Embed content from other websites or platforms by using an external URL.

        • Custom Page: Embed a custom page developed in Quick BI within your organization.

      • Business Categories: Sets up business navigation on the Quick BI homepage.

        You can customize the display title and style.

      • Rankings: Displays leaderboards for popular, new, and trending works based on view counts.排行榜_4.3

      • Active Users: Shows the top 10 users ranked by activity score.image.png

      • Page Footer: Add an image logo (②) and footer text (①).页脚

    4. Click Save to save the portal customization.image.png

    Embed a page

    1. On the PC Enterprise Portal Customization page, click the Embed Page tab in the right-side pane.

      image

    2. Under Left Menu Settings, configure whether to Collapse menu by default.

      image

    3. Under Content Settings, select an embed method and configure the content to display.

      Embed method

      Description

      Quick BI Works

      Embeds a work created in a workspace within your organization.

      Click Quick BI Works, then specify the workspace, work type, and the specific work to embed. You can also configure how the embedded content is viewed.image

      External Link

      Embed content from other websites or platforms by using an external URL.

      After entering the URL, click Use to preview the embedded content on the left. You can also configure whether to Open in current window or Open in new window.image

      Custom Page

      Embed a custom page developed in Quick BI within your organization.

      Click Custom Page and select a page from the drop-down list to embed in the enterprise portal.image

      Note

      A custom page can only be configured to Open in current window.

    4. Click Save to save the portal customization.

    Homepage settings

    Quick BI supports personalized homepages, allowing each user to set a default view for quick access to relevant reports. You can set the default homepage to My Dashboard, enterprise portal, or Q-Robot.

    Note

    • Q-Robot is a value-added module that requires a separate purchase.

    • This feature is currently available only in the China (Hong Kong) and Malaysia regions. Support for other regions is being gradually introduced.

    • Only users of Quick BI Enterprise Standard and Quick BI Pro can purchase Q-Robot. It is not available for the Personal Edition.

    image

    To configure the My Dashboard homepage:

    Setup

    Method 1: Go to My Dashboard > My Favorites, find the work you want to set as the homepage, click the image icon, and select Set as Homepage.

    image.png

    Method 2: Go to Workbench > dashboard, click the image icon next to the work's name to open a preview, and then click Set as Homepage as shown in the figure.image.png

    Note

    • The work must be in My Favorites to be set as the homepage. If it is not, the Set as Homepage button is unavailable. First, add the work to My Favorites.

    • Supported work types include: dashboard, spreadsheet, BI portal, and data entry.

    View the result

    After setting the homepage, you can view the selected work on the My Dashboard homepage.image.png

    Unset the homepage

    After you unset the homepage, the homepage menu disappears.

    • You can hover over the homepage menu item and click the image.png icon on the right to unset it.

      image.png

    • You can also go to My Dashboard > My Favorites, find the work that is set as the homepage, click the image icon, and select Unset as Homepage.image.png

    View the result

    After you complete the configuration, click Copy Portal URL to share the portal with other users, or click Go to Portal to preview it.image.png

    Different roles have different permissions on the homepage:

    • Regular users can access and view the enterprise portal.

    • Organization administrators can access, view, and edit the enterprise portal.

    image.png

    Notes

    You can add a maximum of three banners to the Banner section.