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Portal Reports

As of 3.11+, we introduced self-service reports so that administrators with the appropriate portal permissions can access pre-set queried reports relevant to their relevant members/students/candidates.

Set Up

  1. End users will need a Contact Affiliation record associated with their Contact records (for context on Contact Affiliations, you can reference this Article: Link)
  2. The Contact Affiliation record will also need an existing Account Portal Role (for context on Account Portal Roles, you can reference this Article: Link)
  3. With those records set, you can associate Account Portal Report records. This record will essentially serve as the report available to portal users.

Account Portal Report

  • Name - Internal name for the record
  • Display Name - Name that will appear on the portal for this report
  • Entity Type - Schema name of the targeted entity
  • Page Text - Look up field to a page text record that can be used to display a specific message for the report. The page Text record for the Account Portal Report does not need a URL. Example:
  • Publish to Portal - Yes/No field that will allow users to see the report or not
  • Sort Order - Whole Number field that determines if the report should appear on the top or bottom of the list (if applicable). The lower the number the higher on the list it appears.
  • Query - The query on the Account Portal Report record is how the report is structured on the portal.

IMPORTANT: If you would like contacts that can access the report to only see results related to their account the query must end with Parent Customer (Account). Otherwise report viewers will be able to see data that is not related to their account.

  • [RELATED] Account Portal Roles - this subgrid shows the Account Portal Roles that are able to utilize/see the Account Portal Report

Portal Process

With those records being set up a contact will be able to see the View Reports link within the Organization tile on the portal. When clicking that link, users will be sent over to the Account/Report.aspx page. On this page users will have the options below

  1. Select a Report - Drop down of all available reports for the contact affiliation the user has
  2. View Results - Loads the results of the selected report
  3. Download as CSV - Downloads a CSV file of the report's results
  4. Download as XLSX - Downloads a XLSX file of the report's results