Webi Reports on Dashboard


Updated over a week ago

Step 1 – Set Up the Report

  1. Save the Report to an Enterprise or Site folder to ensure all staff can run the report.

  2. Set the Report to "Refresh on Open' from the Properties > Document options

Step 2 - Set Up the Prompt (Optional)

1. The standard (Webi) report viewer can use filters for Staff ID, Participant Site Identifier or Entity Site Identifier where the prompt text is "PID".  This will return the ID for the staff member (My dashboard), Participant (Participant dashboard) or entity (Entity dashboard) whose dashboard you are viewing.

2. Remove any List of Values, Keep Last Values elected or other prompt properties from the PID prompt by clicking the gear icon to the right of the query filter.

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

Step 3 – To edit the Report part, click "Edit Dashboard" at the top of the page.

Step 4 – Select the report that you would like to display on the dashboard from the drop-down menu.

Step 5 – You can restore, minimize, disable, delete, or edit the part by clicking on the associated icon.

Step 6 – When editing the part, you can re-title the part and set the layout.

Minimized may work best for dashboards that take a long time to load, but will require the User to expand the part if they wish to view the report.

Zone: Zone index is the ranking of the part in that zone, where zero is the closest to the top of the page.

Step 7 – There are additional properties that you can set here. Click Apply to confirm any changes.

  • Choose the report height.

    • For ETO Results reports, 200 is the smallest you can make the report part, though you can play with the page size and other formatting in the actual report to get it to display larger or smaller as needed

  • Choose whether or not to show a Refresh Report button or a View Report button, the latter of which opens the report in a separate window in ETO Results

  • Choose to cache the report or not

  • Chose Web Optimized Format for the above instructions. Choose Embedded Report Viewer for these instructions.

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