Creating a report link on a dashboard can improve end-user capabilites, speed, and efficiencies.

Although support does not provide complex HTML assistance we do have some guidelines to creating dynamic links that will allow you to launch reports from a participant, collection, or entity dashboard.

Participant Report

Step 1: Set up the report

Make sure your report is saved to a Site or Enterprise folder where end-users can access it.

The only prompts on your report should be [Participant Site Identifier] = "autoPID"

You can have other filters on the report. They just cannot be prompted values.

Step 2: The report Link


In View Report (NEW) find you report and right click the link to the report.

The pop-out will show you the need URL and Report ID. Copy/Paste this to a notepad.

Step 3: The Dashboard Message (Standard): See Dashboard Messages here.

If the report includes no prompts, you can simply add the link as a hyperlink to any text.

  1. Highlight the text > click the Hyperlink button

2. Insert the link you copied and choose" Target = New Window"

3. Your report link is ready to go! 


Step 3: The Dashboard Message (Dynamic)

This link type can be used on reports that have prompts like "Participant Site ID", "Collection ID", of "Entity ID".

You will edit the dashboard message in the HTML

Example 1: Participant Dashboard: 

<p><a href="target="></a><a href="#" onclick="
var reportid = '######'
var modules = '/Modules/Reporting/ViewWebiReport.aspx?reportId=';
var prompts = '&prompt0=lsSautoPID&lsSautoPID=';
var setid = {ETO:ActorID};
opendocumentURL = modules + reportid + prompts + setid;
if (reportid) { window.open(opendocumentURL); }
window.focus();">View Participant Report</a></p>
<p>&nbsp;</p>

  • Replace '######" with the Report ID of your report. 
  • This HTML is specific for Participant Dashboard reports with the object [Participant Site ID] Equal to "autoPID" 
  • The text in the HTML, "autoPID" can be replaced with your unique prompt name

Example 2: Collection

Report

HTML

<p><a href="target="></a><a href="#" onclick="
var reportid = '######'
var modules = '/Modules/Reporting/ViewWebiReport.aspx?reportId=';
var prompts = '&prompt0=lsSautoCollectionid&lsSautoCollectionid=';
var setid = {ETO:ResponseSetID};
opendocumentURL = modules + reportid + prompts + setid;
if (reportid) { window.open(opendocumentURL); }
window.focus();">View Collection Report</a></p>
<p>&nbsp;</p>

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