Domain Portfolio

Viewing and Customizing Your Domain Portfolio

To access and view your domain name portfolio:

1. Navigate to the “Domains” tab.
2. Click on the “Portfolio” option.

This action will display your entire domain portfolio—including all domains registered with BrandShelter under your account and any external domains you may have added—as well as expired, deleted, pending, and pending-transfer domains, among others.

To assign a domain to a division, a brand, a domain group:

1. Go to « Domains ».
2. Click on « Portfolio ».
3. Hover over the desired domain and click on the burger menu (3 horizontal bars), or right-click on the domain, to open the action menu.
4. Then go to "Assign to" and click on the desired option: Brand, Division, Domain Group.
5. Select the desired item from the drop-down menu and click "Update Domain" to save the changes.

Note: This allows you to manage access and permissions for your domains, among other things. You can create subdivisions within divisions to enable more granular management.

To filter the display results of your portfolio and domains:

You can customize your domain list and filter the view using various available criteria. Options include filtering by domain name, expiration date, extension (TLD), contact name/type, contact details, and more. You will easily find the right filter to display exactly the domains and data you need.

Here is the list of available filters:

• Domain name
• Expiration date/time
• Registration date/time
• TLD
• TLD group
• IDN
• Note
• Status
• DNSSEC
• Management status
• Internal status
• Client-managed
• Pending renewal
• DNS server
• Division
• Brand
• Domain group
• Private Whois
• Auto-renewal
• Premium domain
• Any contact (Whois)
• Registrant contact
• Registrant contact: Handle
• Registrant contact: Organization
• Registrant contact: Title
• Registrant contact: First name
• Registrant contact: Last name
• Registrant contact: Street
• Registrant contact: Street (address line 2)
• Registrant contact: Street (address line 3)
• Registrant contact: Postal code
• Registrant contact: City
• Registrant contact: Country
• Registrant contact: Phone
• Registrant contact: Fax number
• Registrant contact: Email
• Administrative contact
• Administrative contact: Handle
• Administrative contact: Organization
• Administrative contact: Title
• Administrative contact: First name
• Administrative contact: Last name
• Administrative contact: Street
• Administrative contact: Street (address line 2)
• Administrative contact: Street (address line 3)
• Administrative contact: Postal code
• Administrative contact: City
• Administrative contact: Country
• Administrative contact: Phone
• Administrative contact: Fax number
• Administrative contact: Email
• Technical contact
• Technical contact: Handle
• Technical contact: Organization
• Technical contact: Title
• Technical contact: First name
• Technical contact: Last name
• Technical contact: Street
• Technical contact: Street (address line 2)
• Technical contact: Street (address line 3)
• Technical contact: Postal code
• Technical contact: City
• Technical contact: Country
• Technical contact: Phone
• Technical contact: Fax number
• Technical contact: Email
• Billing contact
• Billing contact: Handle
• Billing contact: Organization
• Billing contact: Title
• Billing contact: First name
• Billing contact: Last name
• Billing contact: Street
• Billing contact: Street (address line 1)
• Billing contact: Street (address line 2)
• Billing contact: Postal code
• Billing contact: City
• Billing contact: Country
• Billing contact: Telephone
• Billing contact: Fax number
• Billing contact: Email
• Country
• Last updated
• Social media account
• Registered trademark: Brand name
• Registered trademark: Trademark registration number
• Registered trademark: Jurisdiction
• Subject to sanctions?
• Cost unit
• Reference number

You can filter by domain "Status" in particular — for example, to display only active or expired domains, or to track your registrations and incoming/outgoing transfers.

Here is the list of domain statuses available for filtering and customizing your portfolio view:

• Purchase pending
• Active
• Active - server pending
• Pending takedown (website takedown)
• Registration cancelled
• Registration pending
• Expired
• External
• Pre-order cancelled
• Non-binding pre-order
• Pre-ordered
• Complaint - warning pending
• Snapback - Backorder pending (re-acquisition)
• Pending deletion
• Deleted
• Transfer cancelled
• Incoming transfer pending
• Outgoing transfer pending
• UDRP pending

To customize the way you view your domain portfolio:

1. Find the cogwheel icon ⚙️ in the last column of the portfolio view.
2. Click on the cogwheel icon ⚙️ to access display and customization options.
3. From this interface, you can filter the view (group by) and choose different data display options. Select (or deselect) the desired data based on your display requirements.
4. Once you've made your selections:
5. Click “Done” if you want this view temporarily.
6. Or Choose “Set as default” if you'd like to make this your standard portfolio view moving forward.
    

Remember, you can always return to these settings and adjust your view preferences by following the steps above, temporarily or by default.

To export your domain portfolio:

You can export all or part of your domain portfolio by first selecting the desired domains and then clicking the button "🚛 Export" in the toolbar at the bottom of the table, to select the data to include in the export, check the boxes corresponding to the various items or display columns you wish to export — such as expiration dates, annual renewal rates, and contact details.

You can choose between .CSV and .XLS export formats.

To export the DNS zones for your domains:

You can export the DNS zones from your domain portfolio by first selecting the domains for which you wish to export the DNS zones and all their DNS records, and then clicking the button " DNS Zones" in the toolbar at the bottom of the table, to select the export format, click the line corresponding to the desired format.

You can choose between .BIND (zone file), .CSV, or .XLS export formats.

The bulk export of the selected DNS zones is then downloaded to your device as a file containing all the zones and their records.

Note: 

• You can use the filters to refine your selection of domains.
   
• To filter and export only specific DNS records, go to the Bulk DNS section of your portal (Domains tab > Bulk DNS).
  
  More information: Edit Domains DNS settings