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With effect from this With effect from the October 2022 release of the dashboard, you will now be able to insert an entire category into a report.

New screenshots

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 When you click on the ‘Name of icon’ the‘Insert a category as the next page’icon, you will be able to select which category you want to insert.

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  • You will only be able to select categories that contain data i. e. parent Parent categories can not be selected

  • Before inserting the category into a report, you will be able to preview it in a new browser tab by clicking the ‘Name of icon’ ‘Open’ icon (this button can be disabled, for embedding solutions, by unticking the ‘ENABLE_OPENING_DASHBOARD_AS_TAB’ option in Dashboard Configuration>Settings>Global Variables to avoid opening another instance of the dashboard - please see below for more information)

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  • When selecting a Category, any Category Objects associated with that Category will not currently be added to the report. This is because one page in a report is similar to a category and a report can potentially contain multiple categories

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The following screenshot shows how a Category looks when inserted into a report page - the layout in the report will mirror the current layout of the Category.

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A new System Variable, ‘ENABLE_OPENING_DASHBOARD_AS_TAB’, has been added to Dashboard Configuration>Settings. This is a System Variable, so if you need to have different configuration for a specific user, you can override the value by supplying “true“ or “false“ - more clarification on this part (is this at user level)

New screenshot

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 ‘true’ or ‘false’.

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