Reports
Open the external reports and dashboards configured for an Organization, embedded directly in the portal.
Before you begin
Select an Organization that has at least one report link configured.
Reports are configured per Organization. An Organization with no report links shows "None of your companies has a report configured yet." If yours is empty and you expect a report, ask an Organization Admin or Global Admin to add the link — see Configure report links.
View a report
- Go to Reports from the main navigation
- Select an Organization
What happens next depends on how many report links the Organization has:
| Links configured | What you see |
|---|---|
| None | A message that no report is configured |
| One | The report opens straight away |
| Two or more | An overview of tiles, one per report. Click a tile to open it |
With more than one report, Back to overview returns you to the tiles. Switching to a different Organization also returns you to the overview.
Reports are embedded pages and can be cramped inside the portal layout. Use Fullscreen above the report to give it the whole window.
Configure report links
Report links live in the Organization's own settings, not on the Reports page.
Editing report links requires Organization Admin or above in that Organization. Everyone else sees the fields read-only.
- Go to Organizations and edit the Organization
- Open the Report settings card
- Click Add link and fill in:
- Name — what the tile and heading show, for example "Dashboard"
- Link (URL) — the embed URL, which must be a valid
http(s)address
- Save the Organization
Add as many links as the Organization needs; Remove link deletes one.
The Report settings card appears only when editing an Organization that already exists. It is not offered while creating one, because report links would be discarded on create.
A link with no name falls back to a positional label — "Reports 1", "Reports 2" — which tells nobody what the report is. Name them.
Troubleshooting
| Symptom | Cause |
|---|---|
| "None of your companies has a report configured yet." | No Organization you can see has a report link. Have one added in Organization settings |
| The report area is blank | The report host may refuse to be embedded, or the link may be wrong. Open the URL directly in a browser tab to check |
| "Enter a valid http(s) URL." while saving a link | The URL must start with http:// or https:// |
| Tiles show "Reports 1", "Reports 2" | The links were saved without names. Edit the Organization and name them |
Related
- Organizations — where report links are configured
- Dashboard — high-level overview