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Embedding a Reports Widget

This On Demand widget allows you to embed CRM On Demand Reports in desktop applications that support Web widgets. (You can also embed Dashboard widgets.) You can also embed them in portals and in standalone Web pages without requiring you to log in to the CRM On Demand application.

Note: This feature is available in your CRM On Demand application only if it is enabled by your company administrator.

To embed reports and dashboards

  1. Navigate to My Setup.
  2. Click Embed On Demand Content.
  3. In the Reports Widget section, select Report or Dashboard from the menu.
  4. In the Path field, enter the paths of the reports (or dashboards) that you want to display.

    NOTE: These paths must be separated by colons (:). For more information on creating report paths, see Creating Homepage Custom Reports.

  5. Click Update HTML.
  6. Copy the HTML code to your application.

    When you successfully embed this HTML code in your application, a CRM On Demand login window appears.

  7. Enter your CRM On Demand login details to access your reports (or dashboards).

For more information on reports, see Reports. For more information on dashboards, see Dashboards.


Published May 2008