Reduced Support Availability: 30th April - 1st May 2025

Just to let you know, our team is attending the Onefile all company meeting on 30th April to 1st May 2025, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

Eportfolio Mobile App Update

Our newest mobile app update is now available, grab your free download now!

Apple App Store ➡️ OneFile Eportfolio App on the App Store (apple.com)  version 1.0.27

Google Play Store ➡️ OneFile Eportfolio – Apps on Google Play   version 1.0.27


OneFile Eportfolio Software Update: Tuesday 29th April 2025

On Tuesday, we're updating OneFile Eportfolio, to introduce some enhancements and fixes.

Please ensure you are logged out of your Eportfolio account before 7am to prevent any data loss.

Release notes can be found here.


Help centre

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Configuring the OneFile PowerBI Dashboard

Once you have purcahsed the Data Export (database tables) add on, and the pre-built PowerBI Dashboard, a member of the team will send you a pbit file (PowerBI Template file).

To load the PowerBI dashboard from the file, follow the steps below:

  1. Open the OneFile_DataExport_Dashboard_Vx.x.pbit file
  2. You will be prompted to enter the "DataExport_Server" and "DataExport_Database" details
    • *These details will be provided to you a couple of working days upon purchase of the Data Export (database tables)
  3. Select the option to authenticate via Database
  4. Enter the Username and Password*
  5. Click Connect

Once authenticated, PowerBI will load the data from the Data Export database tables and your dashboard will be automatically populated. 

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