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Using Dashboards and the User Portal

Guide users through InterSystems IRIS User Portal dashboards and pivot tables.

Updated Feb 2, 2026
Search Tags:#data visualization#dashboards#business intelligence#pivot tables#intersystems iris#user portal
One-click install
npx skills add https://github.com/sorodriguezz/skills-objectscript --skill using-dashboards-and-the-user-portal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Using Dashboards and the User Portal
Source: https://github.com/sorodriguezz/skills-objectscript/tree/main/skills/using-dashboards-and-the-user
Command: npx skills add https://github.com/sorodriguezz/skills-objectscript --skill using-dashboards-and-the-user-portal

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill guides users through the InterSystems IRIS User Portal, enabling them to effectively view, manage, and interact with dashboards and pivot tables for business intelligence.

Core Features & Use Cases

  • User Portal Navigation: Learn how to log in, select languages, and understand the portal's layout.
  • Dashboard & Pivot Table Interaction: Discover how to view, create, modify, and share dashboards and pivot tables.
  • Security & Permissions: Understand how access to BI functionality and items is managed.
  • Use Case: A business analyst needs to quickly access and analyze sales performance data presented in a dashboard. They can use this Skill to find the relevant dashboard, understand its components, and potentially filter the data for specific insights.

Quick Start

Access the InterSystems IRIS User Portal by navigating to the provided URL and logging in with your credentials.

Frequently Asked Questions about Using Dashboards and the User Portal

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I navigate the InterSystems IRIS User Portal to access business intelligence dashboards?▼

You can navigate the InterSystems IRIS User Portal by logging in with your credentials, selecting your language preference, and using the main layout to locate and view business intelligence dashboards.

Can I create and modify pivot tables within InterSystems IRIS BI?▼

Yes, you can create, modify, and share pivot tables within InterSystems IRIS BI to interact with your data, allowing efficient data analysis and customized reporting directly from the User Portal.

What is the process for sharing dashboards with other users in the InterSystems IRIS User Portal?▼

Sharing dashboards in the InterSystems IRIS User Portal involves using the platform's built-in interaction features to distribute your business intelligence views, though exact sharing steps depend on configured security permissions.

How does security and permissions management work for InterSystems IRIS BI dashboards?▼

Security for InterSystems IRIS BI dashboards manages user access to specific BI functionality and dashboard items, ensuring only authorized personnel can view or modify sensitive business intelligence data.

Do I need specific credentials to customize the user interface in InterSystems IRIS?▼

Customizing the user interface in InterSystems IRIS requires valid login credentials and appropriate permissions, allowing you to tailor the dashboard and pivot table views to your specific data analysis needs.

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