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Setting up a Report Viewer custom portlet

You can create a portlet that displays a preview of a DT Practice report of your choice on any dashboard. The report preview is displayed within the portlet after you add it to a dashboard.
  1. On the Custom Portlets setup screen, select the
    Add
     button to add a new portlet.
  2. In the
    Description
     field, enter a name for the portlet. This name will appear in the Select Portlets dialog and in the portlet’s title bar.
  3. In the
    Type
     field, select
    Report Viewer
    .
  4. To create a portlet that can be viewed by all firm employees, verify that the
    Allow others to view this portlet
     checkbox is marked. When this checkbox is not marked, only the staff member who creates the portlet will be able to view it.
  5. In the Configuration section, mark the
    Filter the portlet to only the displayed Client or logged in Staff
     checkbox if you want to limit the report data to that for the selected client (on the Client Dashboard) or for the staff member who is currently logged in (on the Staff Dashboard).
    note
    This checkbox is marked by default but can be cleared to expand the data displayed on the report.
  6. Select the name of the report you want to preview in the portlet.
  7. Select
    Enter
     to save the portlet.
When you add the report viewer portlet to a dashboard, the report
Options
 screen will open and allow you to specify Selection and Layout options for the report. You can change these at any time by right-clicking the portlet and choosing
Options
 from the context menu.

This article applies to:

  • Product: DT Practice