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Report Part Block

This 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.

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.

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.