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
    .
  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.
  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).
  6. Select the name of the report you want to preview in the portlet.
  7. Select
    Enter
    to save.