Skip to end of banner
Go to start of banner

Inserting Categories into Reports

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

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

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

  • You will only be able to select categories that contain data. 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 ‘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)

  • 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

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.

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’.

  • No labels