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.
Embedded reports display without regard to permissions as set in "Roles Allowed to View" on the report. In other words, even if a user can't run a report from the Reports page, they can see whatever information from that report is embedded by this block.
Always consider embedding reports on a "secondary" tab; meaning not one that is displayed when a home page (or section front, case, or 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.
You can only embed Base Reports. If you have a Saved Report you want to embed, edit it, then use Save As, which will create a copy as a Base Report.
In this Article:
- Embed a Report or Use a List View?
- Home Page Example
- Restrict to Case/Matter
- Restrict to Outreach
- Restrict to Organization
- Restrict to Grant
- Restrict to User
- Filter Configuration Options
Embed a Report or Use a List View?
A List View is always going to perform better than an embedded report. Always. Use a List View if one is available that will do what you need.
Should the My Assignments tab on a home page display instantly, or should users have to wait for some number of seconds looking at a "Loading ..." spinner?
If list views are always better, why use an embedded report? Primarily because a column of data that isn't available in a list view would be actually useful to people viewing the page. Less common is the need for filters that aren't available in a list view, or special default sorting of the rows of data.
Home Page Example
This configuration, embedded on a home page:
Will display:
How is that report a "My Program" report? It uses the ability to restrict a case/matter report based on the Program of the user viewing it. Other "user viewing" options are available. See Reports - Limit Results Based on the User Running the Report.
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".
Restrict to Grant
As above, when this block is added to a grant profile it offers an option to "Restrict to Grant".
Restrict to User
As above, when this block is added to a user profile it offers an option to "Restrict to User". Only works with reports built on the top level System Users table.
Filter Configuration Options
Display Filters and Allow Changes: Display filters at the top of the report. Any user can modify any of the filters that are modifiable by end-users. Filters that have a value are typically shown by default. This is unchecked by default.
Show Non-Modifiable Filters: This option is checked by default. When this option and the "Display Filters and Allow Changes" options are both checked, non-modifiable filters will show with a lock icon above the report. If this is unchecked, a non-modifiable filter will not be visible (although it is being applied to the report).
Show Unset Filters by Default: Instead of having unset filters hidden behind a button "Show More Filters", this displays at least some of the unset filters above that button.
Embed Report Visualizations
Change the 'Part to Send:' to the graph you've created for the associated report to show just the report's visualization.
