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Report Part Block

The Report Part block embeds a report into a home page, section front, case, etc. It can display tabular data from a report, or additional displays like summations, crosstabs, and graphs if they exist on the report.

NB: Embedded reports display without regard to "Roles Allowed to View" set in the report. In other words, even if the person's user role does not have permission to run a report from the Reports page, they can see whatever information from that report is embedded by this block.

NB2: Always consider embedding reports on a "secondary" tab; meaning not one that is displayed when a home page (section front, case, outreach) is first displayed. Each embedded report takes some number of seconds to load, and can quickly get annoying, especially if the report is not showing data that needs to be displayed every time the page is loaded.

Home Page Example

This configuration, embedded on a home page:

Would display this:

Restrict to Case/Matter

When the block is used on a case profile, you typically want to set the Restrict to Case/Matter option to Yes. This can be useful when the available list view elements don't have the columns you want to display.

This option works with reports based on the top level Case Data, Timekeeping, and Calendar Events tables. Litigation records for a case can be displayed because they are a subtable of the top level Case Data table.

NB: Your report must include the Matter/Case ID column.

Restrict to Outreach

As above for cases, when this block is added to an outreach profile it offers an option to "Restrict to Outreach".

NB: The report must be based on the top level Outreach table. Or "Other Matters", etc. if "Outreach" has been renamed on your site.

Restrict to Organization

As above, when this block is added to an organization profile it offers an option to "Restrict to Organization".