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Personalizing Your Application > About On Demand Widgets > Embedding a Reports Widget

Embedding a Reports Widget

You can embed reports and dashboards from Oracle CRM On Demand in desktop applications that support Web widgets. You can also embed them in portals and in standalone Web pages without requiring you to log in to the Oracle CRM On Demand application. For more information about reports and dashboards, see the following topics:

• Reports
• Dashboards
• Analytics

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 the V3 catalog.

Oracle CRM On Demand can generate the HTML that you need to embed the following types of reports and dashboards in widgets:

• Reports from the V2 catalog.

  If you want to embed a report from the V2 catalog, then you must know the path string for the report, so that you can paste it into the Path field for the reports widget. The following is an example of a report path string:

  Shared Folders : Pre-built Analysis : Quick List Reports : Accounts by Sales Rep

  Instructions for determining the path string for a report from the V2 catalog are provided later in this topic.

• Reports and dashboards from the V3 catalog.

  You can use the Lookup icon in the Reports Widget section of the Embed Oracle CRM On Demand Content page to navigate to a report or dashboard in the V3 catalog.

NOTE: You cannot generate HTML for a dashboard from the V2 catalog in the Reports Widget section of the Embed CRM On Demand Content page.

Before you begin: The report or dashboard that you want to embed must be stored under Shared Folders.

To embed a report

1. In the upper-right corner of any page, click the My Setup global link.
2. In your Personal Homepage, in the Data and Integration Tools section, click Embed CRM On Demand Content.
3. In the Reports Widget section, in the Type field, select Single Report.
4. In the Catalog field, select the catalog for the report that you want to embed.
5. Depending on the catalog that you selected, do one of the following:
   • If you selected V2, then enter the path string for the report in the Path field.
   • If you selected V3, then click the Lookup icon (magnifying glass), and then navigate to the report you require in Shared Folders.

     The Path field is automatically populated after you select the report.

6. Click Show New HTML.
7. Copy the HTML code to your application.

   When you successfully embed this HTML code in your application, an Oracle CRM On Demand sign-in window appears.

8. Enter your Oracle CRM On Demand sign-in details to access your report.

To embed a dashboard

1. In the upper-right corner of any page, click the My Setup global link.
2. In your Personal Homepage, in the Data and Integration Tools section, click Embed CRM On Demand Content.
3. In the Reports Widget section, in the Type field, select Dashboard.
4. In the Catalog field, select V3.
5. Click the Lookup icon (magnifying glass), and then navigate to the dashboard you require in Shared Folders.

   The Path field is automatically populated after you select the dashboard.

6. Click Show New HTML.
7. Copy the HTML code to your application.

   When you successfully embed this HTML code in your application, an Oracle CRM On Demand sign-in window appears.

8. Enter your Oracle CRM On Demand sign-in details to access your dashboard.

The following procedure describes how to determine the path string for a report in the V2 catalog.

To determine the path string for a report in the V2 catalog

1. In Oracle CRM On Demand Answers, in the Getting Started with Answers page, click Open Analysis.
2. Select a report.

   The path for the report is shown in the Item field.

3. Copy the string from the Item field.