# Portal

> Log in to the ReportingCloud portal, read the dashboard's service status and quota tiles and find templates, excerpts, API keys and statistics in its menu.

- **Product:** ReportingCloud
- **Section:** Documentation
- **Kind:** Topic
- **Path:** ReportingCloud > Portal
- **1272 words**
- **Web URL:** https://docs.textcontrol.com/reporting-cloud/portal/
- **LLMs URL:** https://docs.textcontrol.com/reporting-cloud/portal/llms.txt
- **LLMs-Full URL:** https://docs.textcontrol.com/reporting-cloud/portal/llms-full.txt

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The ReportingCloud portal at `https://portal.reporting.cloud/` is the web interface of your account. You design and store templates there, keep the sample data the template editor works with, create API keys, add subscriptions and watch how much of your quotas your applications use. Your applications can upload, list and delete templates and manage API keys with the Web API as well; the template editor, the datasource excerpts and the subscription exist only in the portal.

### Log In and Read the Dashboard

Open `https://portal.reporting.cloud/` and log in with the **Email** and **Password** of your ReportingCloud account. The login page also links to **Forgot your password?** and to **Register as a new user**, which starts the 30-day trial described in [Creating an Account](https://docs.textcontrol.com/reporting-cloud/installation/account/llms-full.txt).

After you log in, the **Dashboard** opens:

![Portal dashboard with service status, document quota and template usage](https://docs.textcontrol.com/assets/img/reporting-cloud/portal-dashboard.a69d2c63.webp)

- The first tile shows whether the service is running, such as "Service is running" with "No issues detected". The public status page [status.reporting.cloud](https://status.reporting.cloud) shows the state of the Web API, the portal and the backend, with reported incidents.
- The second tile shows how many days your trial or subscription remains valid and its end date.
- The other two tiles and the charts **Created Documents** and **Template Quota Usage** show the documents created this month and the templates in your storage, each against the quota of your plan.

### The Side Menu

The side menu leads to every part of the portal:

| Menu item | What you do there | Page |
|---|---|---|
| **My Templates** | Upload, create, edit, rename, copy, download and delete templates | [Template Storage](https://docs.textcontrol.com/reporting-cloud/portal/templates/llms-full.txt), [Template Editor](https://docs.textcontrol.com/reporting-cloud/portal/template-editor/llms-full.txt) |
| **My Datasource Excerpts** | Create and edit the sample JSON data for the template editor | [Datasource Excerpts](https://docs.textcontrol.com/reporting-cloud/portal/datasource-excerpts/llms-full.txt) |
| **Transaction Monitor** | List the Web API requests of the current month | [Transactions and Statistics](https://docs.textcontrol.com/reporting-cloud/portal/statistics/llms-full.txt) |
| **Open Gallery** | Copy sample templates into your storage | [Template Storage](https://docs.textcontrol.com/reporting-cloud/portal/templates/#add-templates-from-the-sample-template-gallery) |
| **Manage Groups** (Extreme plan) | Let external template designers work on selected templates | [Template Storage](https://docs.textcontrol.com/reporting-cloud/portal/templates/#share-templates-with-template-designers) |
| **Manage Account** | Subscription, quotas, password and API keys | [Manage Account](https://docs.textcontrol.com/reporting-cloud/portal/account/llms-full.txt) |
| **Statistics** | Quota usage per month | [Transactions and Statistics](https://docs.textcontrol.com/reporting-cloud/portal/statistics/#the-statistics-page) |
| **Official Wrappers** | Find the SDKs for .NET, PHP, Java and Ruby | [SDKs](https://docs.textcontrol.com/reporting-cloud/sdks/llms-full.txt) |
| **Open Support Case** | Contact Text Control support | [Getting Support](https://docs.textcontrol.com/reporting-cloud/troubleshooting/support/llms-full.txt) |

Apart from the **Web API Sandbox**, the items of the **Documentation** section link to documentation pages. Two more items have no page of their own: **Widgets** registers the host names of the websites that embed the editor widget, the template editor as a JavaScript widget, and creates the script tag for each; the pricing page lists the widget for the Trial and Extreme plans, and the blog article [ReportingCloud Editor Widget Released to Beta](https://www.textcontrol.com/blog/2018/07/13/reportingcloud-editor-widget-released-to-beta/) shows the steps. The **Web API Sandbox** sends test requests with the templates of your account; when Text Control released it in 2016, these requests didn't count against the document quota.

### Find the Right Page

| If you want to | Read |
|---|---|
| Upload a template, add one from the gallery or give designers access | [Template Storage](https://docs.textcontrol.com/reporting-cloud/portal/templates/llms-full.txt) |
| Insert merge fields, merge blocks and image placeholders and preview the result | [Template Editor](https://docs.textcontrol.com/reporting-cloud/portal/template-editor/llms-full.txt) |
| Make the field names of your data available in the editor | [Datasource Excerpts](https://docs.textcontrol.com/reporting-cloud/portal/datasource-excerpts/llms-full.txt) |
| Create an API key, add a subscription or change the password | [Manage Account](https://docs.textcontrol.com/reporting-cloud/portal/account/llms-full.txt) |
| Find out how many documents your applications create, and with which key | [Transactions and Statistics](https://docs.textcontrol.com/reporting-cloud/portal/statistics/llms-full.txt) |

### Where to Start

1. Create an API key on **Manage Account**, so that your applications can call the Web API: [Manage Account](https://docs.textcontrol.com/reporting-cloud/portal/account/llms-full.txt).
2. Create a datasource excerpt from a sample of the JSON your application will send: [Datasource Excerpts](https://docs.textcontrol.com/reporting-cloud/portal/datasource-excerpts/llms-full.txt).
3. Create a template and design it with the excerpt in the editor: [Template Editor](https://docs.textcontrol.com/reporting-cloud/portal/template-editor/llms-full.txt).
4. Merge it from your application, starting with the [Getting Started](https://docs.textcontrol.com/reporting-cloud/getting-started/llms-full.txt) tutorials.

### Pages in This Section

- [Template Storage](https://docs.textcontrol.com/reporting-cloud/portal/templates/llms-full.txt): upload and manage the templates of your account, add samples from the gallery and share templates with groups.
- [Template Editor](https://docs.textcontrol.com/reporting-cloud/portal/template-editor/llms-full.txt): design templates online with merge fields, merge blocks and image placeholders.
- [Datasource Excerpts](https://docs.textcontrol.com/reporting-cloud/portal/datasource-excerpts/llms-full.txt): create the sample JSON data that fills the editor's lists and preview.
- [Manage Account](https://docs.textcontrol.com/reporting-cloud/portal/account/llms-full.txt): check your subscription and quotas, change the password and create API keys.
- [Transactions and Statistics](https://docs.textcontrol.com/reporting-cloud/portal/statistics/llms-full.txt): find the Web API requests of the month and the quota usage per month.

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## In This Section

- [Manage Account](https://docs.textcontrol.com/reporting-cloud/portal/account/llms-full.txt): Add a subscription, convert a trial to a Free account, change the password, create API keys and read your quotas with /v1/account/settings on Manage Account.
- [Datasource Excerpts](https://docs.textcontrol.com/reporting-cloud/portal/datasource-excerpts/llms-full.txt): Create and edit datasource excerpts, the sample JSON that fills the template editor's merge field and merge block lists and its preview, and learn their format.
- [Transactions and Statistics](https://docs.textcontrol.com/reporting-cloud/portal/statistics/llms-full.txt): Find this month's Web API requests and their API keys in the Transaction Monitor, and see document and proofing quota usage per month on the Statistics page.
- [Template Editor](https://docs.textcontrol.com/reporting-cloud/portal/template-editor/llms-full.txt): Design templates in the online, MS Word compatible editor: open one with an excerpt, insert merge fields, blocks and image placeholders, preview and save.
- [Template Storage](https://docs.textcontrol.com/reporting-cloud/portal/templates/llms-full.txt): Upload, create, rename, copy, download and delete DOC, DOCX, RTF and TX templates on My Templates, add gallery templates and share them with designer groups.

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## Nearby

- **Previous:** [Ruby](https://docs.textcontrol.com/reporting-cloud/getting-started/ruby/llms-full.txt)
- **Next:** [Template Storage](https://docs.textcontrol.com/reporting-cloud/portal/templates/llms-full.txt)
