Add a Report or Report Center to a page

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Add a Report or Report Center to a page

The below configurations are for SharePoint sites in the Classic UI. To add web parts for the Modern UI, please refer to this link: Modern UI Web Parts

 

The Report Manager allows reports and the Report Center to be added to pages in the SharePoint site. This can be done by editing a Page directly or by using this utility. Adding reports to a Page allows the creation of dashboard and workspace pages that display report information, such as below (which has four reports added to it).

 

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Adding a Report or the Report Center to a Page

In Report Manager, go to the "Add Report to Pages in Site" tab. Note that this is used to add a Report or the Report Center to a Classic page. For a Modern UI page, you can directly edit the page and add the Crow Canyon web part there.

 

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Radio buttons give a choice as to how the page is indicated: selected from a Document Library or designated by a specific URL.

 

Document Library

 Choose the Document Library folder, then the Page

 

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Specific URL

 Enter in the URL

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Placement on Page: what section of the page to put the Report. This depends on the page's layout. It could be Header, Left Column, Middle Column, Right Column, Footer, etc.

 

Zone Index: where in the selected section to place the Report. This depends on how many other web parts are in that section. "0" indicates top position in that section, with higher numbers meaning lower in the section.

 

 

Select Report/Report Center

 

Adding a REPORT

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Choose the Report from the drop list of all the reports (Report Definition).

The Webpart Title can be the name of the report or whatever other text is appropriate (it is what shows as the report title on the page).

The Webpart Width and Webpart Height can be adjusted as required to show well on the page.

 

Adding Report Center

If adding the Report Center to a page, there is no need to select it from a list. Put in a Webpart Title, and adjust Width and Height if needed (the defaults usually are fine). Note that this page would have a URL and therefore a Quick Launch or Top Nav link can be added to give direct access to it.

 

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