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Planview Customer Success Center

Adding Insights Reports/Dashboards on any page

Overview

We have had many requests to allow Reports/Dashboards to be visible to a unique set of users. The solution presented here maintains the security and integrity of the data across our Spigit clients.

How it Works

The Insights dashboard inside the Page/Dashboard/Insights is designed to log in any user with access to the Dashboard page. This access is set using the Site Editor and responds to any role recognized in the Spigit system. The default is configured to only show this dashboard to the Report Analyst and Administrator role. 

DefaultInsightsPage.jpg

Figure 1: The default location of Insights reports on the Dashboard (click the Insights tab to access)

The Insights dashboard itself is pre-coded into a specific Insights widget. This widget is pre-built and configured to act as the login point for any user being granted access to the page. Insights relies upon this security configuration to limit the access to the dashboards out of the box. This is the standard use case for all customers.

When wanting to embed an Insights widget into any other editable widget, the data is controlled using the pre-configured access control. In reality, this means that if a user has not been authenticated against the /Page/Dashboard and checked for the correct role by the Spigit system, they will not be able to access the Insights dashboard.

How to Add Insights Reports/Dashboards to any Page

In order to make the Insights Dashboard visible on a custom page, follow the steps outlined below:

1. Create a page for the Reports if needed

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Figure 2: Create a new page

 

2) Add an editable widget to hold the Report/Dashboard embed code. 

mod3.jpg

Figure 3: Add an editable widget

 

3) Add the Insights widget as the last one on the page and select No Border. 

mod5.jpg

Figure 4: Add the Insights widget

 

4) Go to the new page and edit the Editable Widget.

ss4.jpg

Figure 5: Click the pencil icon on the new page to edit

 

5) Click the Source Code icon on the menu bar.

ss5.jpg

Figure 6: Click the Source Code icon on the menu bar

 

6) In a different browser window, go to the Insights Portal/Management Console and find the report or dashboard you want to include. Click the Embed button. 

NewInsightsEmbedCode.png

Figure 7: Click the Embed button

 

7) Copy the HTML code and paste it into the editable widget in the original Spigit browser window.

ss9a.jpg

Figure 8: Copy HTML code

 

ss9b.jpg

Figure 9: Paste HTML code into the editable widget

 

9last.jpg

Figure 9: Edit pasted code.

8) Paste the following code below the embed code you just pasted:

<style><!--
#adHocReportHome { display: none;}
--></style>

9) Expand the report across the page and click Publish.

10a.jpg

Figure 10: Expand the report then Publish

 

           

NOTE

Dashboards (as well as report names) that contain an apostrophe are supported.