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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 Working with the Analytics Homepage.

Oracle CRM On Demand can generate the HTML that you need to embed reports and dashboards in widgets.

Before you begin: The report or dashboard that you want to embed must be stored under Shared Folders, in a folder to which you have access.

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. 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.

5. If you want any prompts that are configured for the analysis to be displayed so that users can filter the analysis, then select the Display Report Prompts check box.
6. Specify whether the users who view the embedded analysis can refresh, print, or export the analysis:
   • Refresh Link. If this check box is selected, then the Refresh link is available and users can refresh the data in the analysis.
   • Print Link. If this check box is selected, then the Print link is available and users can print the analysis.
   • Export Link. If this check box is selected, then the Export link is available and users can export the analysis.
7. Click Show New HTML.
8. 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.

9. 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. 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.

5. Click Show New HTML.
6. 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.

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