Embedded Reports

Overview

The Embedded Report field allows users to display a Report from a Child Application within the current a Record in the Parent Application. This feature is useful for creating integrated views, allowing for a seamless user experience with insight into deeper levels of the process. A great example of this is overviews of the Child Actions, Risks, Stakeholders,... in a Parent Project application. another is having and Audit App with the Audit Questions easily accessible. This way the user doesn't have to navigate to the child application and open each child record to answer the audit questions.

• Basic Information
• Embedded Report Configuration
• Embedded Report Functionality
• Create and Edit Record Actions

Pre-Requisite & Use Case

In order to display a Report as Embedded within a Record, the App that contains the Embedded Report must be a Child Application of the App that the Embedded Report Field is created in. As a use cases, we will look at an Audit App with Audit Questions exposed via an Embedded Report from a Child Audit Questions App. We will then look at a Project App and how we can work with Child ToDo items from within the Project Record.

Basic Field Configuration Options

The Embedded Report Field is created from withing the Parent Application. Basic information covers the generic Field configuration options that are common across all Fields such as Label and Identifier. To see more on the Basic Field Configuration Options, please click here

Embedded Report Configuration

Here we will cover the Embedded Report specific configuration options. In our use case we are displaying the Levers in a Supplier Assessment.

Embedded App:

Select the application from which you intend to display data from. Here we have selected the Supplier Assess' Child App 'Levers'

Embedded Report:

Select the Report you would like to embed in the field, from the child application you selected before. In our use case we are going to use the Performance Report from the Lever App.

Note: Lenses are not visible as a selectable option. If you would like to have filtering options you will need to add the appropriate Fields to the preset filters. 

Height:

The height of the field is the vertical distance taken up on screen by the embedded report. We will show medium in our example but experiment with different heights to see which is best for your scenario.

Note: If you make a change to the Embedded Report configuration then you must resync that Embedded Child Application to see the change in the Workspace quickly after a Publish, not the App with the Embedded Report Field.

Embedded Report Functionality

The Embedded Report works like a normal report

• You can select column headers to sort by
• You can access the Report Filters
• Embedded Reports are grouped and sorted accordingly

A Key difference is that if you would like to use the Report Actions you would normally find in the ellipse menu, these are in the ellipse menu still but at top left of the Embedded Report.

1. This will then pop up a menu of the Actions you have available to you
2. You can select from.
3. Once selected, you can then pick the Records like you would normally
4. Confirm the Action will appear at the top of the screen to trigger the Action you selected.

Create and Edit Record Actions

When using an embedded report the navigation path for adding and editing records is dependant on the Report Actions configured on the Report that has been embedded.

Without Report Actions configured, the Record Add and Edit will options will navigate to a full screen in order to complete these actions. The back arrow will then return the User to the main record with a view of the embedded report that will show the embedded report with the record that has been edited or updated.

However, by using an popup template that has been configured to be what the action for the Report Add or Edit does, the User then has an improved experience for many scenarios as they will remain on the main record with a popup template that can then perform the Record Add or Edit option. To see how these options can be configured, look at the 'Actions' section of the Table Report support article.

In the following scenario, we have a Project App with a number of Child ToDo items that are shown in the Project Record via an Embedded Report. We add a Record via the same method as before.

But with the On Click Create Action set on the Report to be to display a popup template, the add in this configuration will keep the user in the Project Record with the ability to add the new ToDo via the popup.