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Portal necessary to create summary from another table?

Question asked by WillEvans on Oct 7, 2014
Latest reply on Oct 11, 2014 by philmodjunk

Title

Portal necessary to create summary from another table?

Post

I'm trying to create a mini summary of the most recent transactions on what I call our homepage. The 'homepage' is an independent/unrelated table that all users land on when they log on, and has a bunch of buttons to useful layouts. 

To create this summary, I was thinking I would just create a portal to the table where the transactions are recorded, and stick it on the homepage (then only display 5 records sorted by date). However, I discovered the tables need to be related in order to create a portal.

Do I need to find a way to relate my homepage appropriately to this table? Or is there a simpler way to create this summary report? 

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