(Example) Report Part Widget in Page Builder

This example shows how to add and configure a Report Part widget on a custom page.

Background and Setup

Other Examples

  • (Example) Custom Page in Page Builder
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

Good to Know

  • This example shows how to create a report part that uses the global report called AW Company Sales as the use case.
  • This is a simple example. It is not intended as a real-world use case.

How to Start

  1. Do one of these:
  2. On the Custom Page Design screen, click Add Row.

    Custom Page screen
  3. Click Add Widget.

    Custom Page Design screen

Step 1: Add a Report Part Widget

First, add a Report Part widget on your custom page.

Procedure

  1. On the Pick A Widget screen, click the Analytics tab.

    Pick A Widget screen
  2. On the Analytics tab, click Report Part Report Part icon.

    Report Part Widget

Step 2: Configure a Report Part Widget

Next, configure a Report Part widget.

Procedure

  1. On the New Widget - Report Part screen, in the Select a Category field, select Sample Reports.

    New Report Part Widget screen
  2. In the Select a Subcategory field, select AdventureWorks.

    Select Subcategory
  3. In the Select a Report field, select AW Company Sales.

    Select Report
  4. In the Select a Report Part field, select Grid.

    Select Report Part
  5. Click Add.

    The Page Builder shows the report part on your custom page.


    Report Part Widget Custom Page

Step 3: Save and Publish the Widget

Next, save and publish the Report Part widget.

Procedure

  1. Click Save.

    Save Report Part Widget
  2. Publish the custom page.

    The report part shows on the published page.


    Published Page