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Set up a Report Viewer custom portlet

You can create a portlet that displays a preview of a Practice CS 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
    Add
    .
  2. Enter a name for the portlet in the
    Description
    .
    note
    This name will appear in the
    Select Portlets
     window and in the portlet’s title bar.
  3. Select
    Report View
     as the
    Type
    .
  4. To create a portlet that can be viewed by all firm employees, mark the
    Allow others to view this portlet
     checkbox.
    note
    If you clear this checkbox, 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 the selected client (on the Client Dashboard), or to the signed in staff member (on the Staff Dashboard).
    note
    This checkbox is marked by default but you can clear the checkbox to expand the data shown on the report.
  6. Select the name of the report you want to preview in the portlet.
  7. Select
    Enter
     to save.

This article applies to:

  • PRODUCT: Practice CS