Adding Quick Reports to the Portal with a Filter
To ensure your Quick Reports are selectable for the Portal please see our knowledgebase article: 'Adding Quick Reports to the Portal'
Once the Quick Reports are selectable for the portal go to: Settings > Portal > Portal Dashboard
Edit the Portal Dashboard you wish to include the filtered Quick Report.
Scroll down to the Filtered Quick Reports section.
Select the Add button which will allow you to select a Quick Report and the filter which will be applied to that Quick Report.
It is important to note if the ‘Allow Personnel Data’ is ticked any user with access to the Portal will be able to view all personal data contained within the Quick Report.
The ‘Sort Field’ selection allows you to set which field the report will be sorted by.
If you want Archived records to be shown on the reports you must tick the 'Include Archived Records' box.
Please note that if you are creating Quick Reports by Org Unit you will have to ensure the Cascade checkbox is enabled within the Portal Dashboard configuration for the data to populate correctly on the Quick report.
Please note that Filtered Quick Reports are only available on the old Web Portal. You can obtain the URL for this by editing the portal dashboard.
However, the old Web Portal is no longer officially supported, as all development work is now focused on AssureGo+.