Homepage Reports


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

The Slate Homepage includes two sections. The top portion of the page 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 page can display custom content, such as reports. This section is blank by default.


Displaying Information on the Homepage 

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


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


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



Report Parts

Reports include multiple parts. Three types of parts are Data/Charts, Data Explorer, and Query. For more in-depth information on creating reports and report parts, review the Report Documentation. 

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

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

Query:  The Query part displays query results.


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



Permissions on a report can control who should see specific reports on the homepage. Permissions are assigned to an entire report and can be added through the Edit Permissions function.       mceclip4.png

Reports can appear 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 that information. Likewise, the advancement leadership team might wish to see reports that summarize the activities of their gift officers. These can also be permissioned to only appear for those leadership users.

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