Homepage Reports

Overview 

This article covers configuring the Slate Homepage with reports, static content, and display permissions. 

The Slate Homepage is split into two different sections. The top portion of the homepage displays information on the Slate community. This includes any announcements from Technolutions, a community social media feed, a link to the Slate Spirit Shop, the most recent community forum posts, the most recent Slate feedback posts, and service status. The bottom portion of the homepage is where custom content, like reports, can be displayed. By default, this section is blank.

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How to display information on the Homepage 

Reports are used to display content on the homepage. You can create reports in the Query component of Slate under the Report Tool. 

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Any report created in the Homepage subfolder of the System folder will be configured to display on the homepage. 

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When multiple reports are placed in the homepage subfolder, those reports will display on the homepage as separate tabs. The tabs will be ordered alphanumerically.  

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Report Parts

Reports are made up of different parts. A report comprises three types of parts: Data/Charts, Data Explorer, and Query. For more in-depth information on creating reports and report parts, review the Report Documentation. 

Data/Charts:  Data/Charts part can be used to display data tables, charts/graphs, and an HTML static content block.  

Data Explorer:  The Data Explorer report part allows for a pivot table and an HTML static content block.    

Query:  With the Query part, a query can be displayed.

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Note:  HTML static content blocks can be added by themselves to either a Data/Charts or Data Explorer part. It is unnecessary to add any additional parts if the goal is to only display static text.  

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Permissions

Permissions on a report can be used to control which users should see specific reports on the Homepage. Permissions are assigned to an entire report and can be added through the Edit Permissions Link.       mceclip4.png

Reports can be displayed based on specific users, roles, and permissions. For example, a gift officer can be shown reports specific to their responsibilities -- and no other user will see them. Likewise, the advancement leadership team may wish to see reports that summarize the activities of their gift officers. These can also be permissioned to only display to those leadership users.

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