Creating ClientSpace Widgets Using Report Center Workbooks or Views

This article will show you how to get the embed code from a Report Center workbook or view and add it to a ClientSpace custom widget.

Note: 

  • You can only get the embed code on Report Center workbooks or views that you are authorized to access.

  • You have the option of embedding the entire report or elements of the report such as a graph, chart or data grid.

  • Any interactive filter drop-down lists you may have added to the report or report element in Report Center are still functional within ClientSpace.

  • Once the report link is clicked:

    • The report renders based on the viewer's security and role permissions.

    • The report displays in the ClientSpace left navigation as a work item.

Step 1: Copy the Embed Code from Report Center

To copy the embed code:

  1. On the Report Center Home page, locate the report tile (by using the Search bar at the top of the page or by scrolling the list of available reports).

  2. Click the blue report title link to open it.

  3. Click Share > Get Embed Code.

    The Get Embed Code window displays.

  4. Complete the following settings:

    • View - Select Published Version to use the currently published version (recommended) or Unpublished Version to use an unpublished version of the workbook or view. This selection is included in the embed code.

    • What to Embed - Select entire page if you want the viewer to be able to see all page tabs and report controls or select an element of the report such as a single tab or a chart.

  5. Click Copy Embed Code.

Step 2: Configure the Widget

To configure the widget:

  1. In ClientSpace, go to System Admin > Widget Layouts).

    The Widget Layouts dashboard displays.

  2. Add a widget layout or open an existing layout in the grid by clicking the Open icon next to the widget layout line item.

  3. Add a Business Intelligence Widget: Click Add Widgets button > Select Business Intelligence from Widget Library and then click Settings on the Business Intelligence widget tile.

    OR

    Open an existing widget: Click Settings on an existing Business Intelligence widget tile.
    The Widget Settings form opens.

  4. Complete the fields:

Reporting System

Select Report Center.

Embed Code

Paste the embed code you copied from Report Center.
Report

Type the name of the Report Center report you want to use in the widget.

Note: A future enhancement is pending that will allow you to select the report from the drop-down list. For now, please type the report name.
Filter

Report Center widgets respect the Current Workspace and Current Record auto-filter settings.

Also, if the report or element that you are embedding has interactive filter settings that you set up in Report Center, users can use them once the report is embedded as a widget. In that instance, select None in the Filter field since your users will be setting their own filters "on-the-fly".
  1. Click Save Settings on the Widget Settings form.

You are returned to the Widget Layout Details window. If this is a new Widget Layout, a Publish button displays in the upper left corner of the window. (If the layout is already published, the button displays as Unpublish.)

  1. If applicable, click the Published button when you are ready to publish the layout.

Report Center: