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Topic

    JLFolkman
    Analytic Reports available on Customer PortalAnswered
    Topic posted November 18, 2008 by JLFolkman Gold Trophy: 10,000+ Points, last edited October 29, 2011 
    1618 Views, 11 Comments
    Title:
    Analytic Reports available on Customer Portal
    Content:
    Is it possible to add a report that is available to run within the RNT admin console to the customer portal for clients to run?

    Best Comment

    monique perkins
    You get the data from the report model but not the full display description.  You can look at the data and build whatever you want but we don't offer anything but Multilne or Grid as a widget.

    Comment

     

    • monique perkins

      yes - just change the report_id of the widgets on your page to the report_id of the desired report.

       

      Some notes of caution:

      1 - If this is an answers report be sure to add the answers.special_settings filter.  It correctly identifies it for knowledge base searching

      2 - Be sure you have filters on your report to protect your data from users.  For instance an answers report should always have a fixed filter of status = public.

    • William McMahon

      Hi,

       

      I've been using Customer Portal for a few months now and had been aware of being able to display these reports on the Portal, but one thing I never tried and I would be interested to know before I burn time trying :

       

      Can I display a Graph Analytics Report i.e. Pie Charts, Funnel Charts etc on the Customer Portal ?

       

      Many thanks,

       

      William 

    • Leif Wickland
      No.
    • monique perkins
      You get the data from the report model but not the full display description.  You can look at the data and build whatever you want but we don't offer anything but Multilne or Grid as a widget.
    • VMAGreg

      I know this is marked as solved already, but thought I'd just add my two cents.

       

      Seeing as CP has the YUI framework embedded, it might be possible for you to use the data from a grid report to generate charts using YUI Charts (http://developer.yahoo.com/yui/charts/).

       

      I haven't tried it, but it's on my list of things to look at when I have the time.

       

      Cheers.

    • William McMahon

      Thanks Greg,

       

      I will certainly test this out.

       

      Another method I have determined that may work is by using an ODBC connection directly to the database and building the graphical reports using this, perhaps using the YUI Charts - i would be very interested to see if we can get it working from pulling reports as grid tables and building YUI Charts from these.

       

      I will update if I get something going (it will be a while before I get free time for this though)

    • MikeP

      How would you call up a report and pass some information to it like incident id for display on CP pages?

    • Shiloh Madsen
      This is done directly on the grid widget which displays answers (among many other things) and you can look at it to get an idea how the logic works. The widget itself is built to handle certain passed filter parameters which map to the filters on your report itself. This is pretty easy to work with for a number of filters, but the bitmask ones (like access level) are a bit tougher. To my knowledge the grid widget can currently accept and pass keyword, product and category passed fields, and, if you are comfortable with customizing, you can create a custom report with other fields, then modify the controller to accept and pass those into your report as well. 
    • MikeP

      Shilo,

       Thanks.  I am actually hoping to build and display a custom Incident report but I'll use the wigit as a guide.

       

      Thanks

      Mike

    • Shiloh Madsen
      Yes, it would be a combination of report/widget. You need to build the report to take the filter data as input, but then you need to also build out the controller to take it from the form fields itself and map it to the filter name you have in the report. 
    • MikeP

      Got it.  That will save me some reverse engineering.

       

      Thanks

      Mike