Print      Open PDF Version of Online Help

Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > About Embedding Reports and Dashboards in Oracle CRM On Demand

About Embedding Reports and Dashboards in Oracle CRM On Demand

This topic describes the contents of the V2 and V3 catalogs for reports and dashboards, and explains where you can embed the various reports and dashboards in Oracle CRM On Demand.

About the V2 and V3 Catalogs for Reports and Dashboards

Starting with Release 35, reports and dashboards are organized in two catalogs, as follows:

• V2 catalog. This catalog contains the following:
  • Custom reports that your company creates in Oracle CRM On Demand Answers. These reports are stored in the personal folders and Company Wide Shared Folder under Shared Folders in Oracle CRM On Demand Answers.
  • Dashboards that your company creates from the Dashboard tab.
  • Prebuilt V2 reports. These reports are stored under Shared Folders in Oracle CRM On Demand Answers
• V3 catalog. This catalog contains the following:
  • Custom reports and dashboards that your company creates from the Analytics tab. These reports and dashboards are stored in the personal folders and Company Wide Shared Folder under Shared Folders in the Catalog subtab under the Analytics tab.
  • Prebuilt V3 reports. These reports are stored under Shared Folders in the Catalog subtab under the Analytics tab.
  • Migrated V3 reports. After your company upgrades to Oracle CRM On Demand Release 35, some of the custom reports that your company originally created in Oracle CRM On Demand Answers might be migrated to the V3 catalog, as well as continuing to be available in the V2 catalog. The migrated reports are stored in the Migrated Company Wide Shared Folder under Shared Folders in the Catalog subtab of the Analytics tab. To access the reports in the Migrated Company Wide Shared Folder, your user role must include the Access Migrated Company Wide Shared Folder privilege.

NOTE: Depending on how your company instance is set up, your company might not have access to the Analytics tab or to the V3 catalog.

Where Can Reports and Dashboards Be Embedded in Oracle CRM On Demand?

You can embed reports from the V2 catalog in My Homepage and in record-type Homepages, using the Homepage Custom Report features. For more information, see Enabling Custom Reports in My Homepage and Creating Homepage Custom Reports.

NOTE: It is possible to use a URL to embed a report or dashboard from the V2 catalog in a custom Web applet, Web tab, or Web link of the URL type. However, this functionality is not fully supported, and the link might not work after an upgrade.

You can embed reports from the V3 catalog in any of the following locations:

• Custom Web applets of the Report type, for record-type Detail page and Homepages. See Creating Web Applets for Record Types and Creating Report Web Applets.
• Global Web applets of the Report type, for My Homepage and the Action bar. See Creating Global Web Applets and Creating Report Web Applets.
• Custom Web tabs of the Report type. See Displaying External Web Pages, Reports, and Dashboards in Tabs.
• Custom Web links of the Report type. See Setting Up Web Links.
• My Homepage and record-type Homepages, using the Homepage Custom Report features. See Enabling Custom Reports in My Homepage and Creating Homepage Custom Reports.

You can embed dashboards from the V3 catalog in any of the following locations:

• Custom Web applets of the Dashboard type, for record-type Detail page and Homepages. See Creating Web Applets for Record Types and Creating Dashboard Web Applets.
• Global Web applets of the Dashboard type, for My Homepage and the Action bar. See Creating Global Web Applets and Creating Dashboard Web Applets.
• Custom Web tabs of the Dashboard type. See Displaying External Web Pages, Reports, and Dashboards in Tabs.
• Custom Web links of the Dashboard type. See Setting Up Web Links.

NOTE: To embed a report or dashboard from the V3 catalog, the report or dashboard must be stored under Shared Folders, and you must have access to the folder where the report or dashboard is located.