Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
hstone@columbusfoundation.org
shared this idea
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Mitchell Hollberg
commented
Voting for this as it should be the default case that any time you're viewing a report the URL you're seeing should reflect the specific report.
However, for custom reports, you can build a direct link to the report via the following convention:
https://<YOUR_ORG>.fcsuite.com/erp/report/display?report_id=<REPORT_ID#>&action=load
So, for example, the report with ID# 1792 can be accessed as:
https://<YOUR_ORG>.fcsuite.com/erp/report/display?report_id=1792&action=loadIf you're willing to jump through a few hoops, you can even build a URL that will automatically download a *.csv of the report when you click it.
The steps to do this are:
1) Navigate to the custom report. Right click the "Export" element and select "Inspect" (see the attached image for reference).
2) Select the "Network" tab.
3) Click "Export" and save the file.
4) Click "display" under the "Name" section, and then click "payload".
3) If you see "View Source", click that (you should now see “View parsed”). Once "View Parsed" is visible, Copy this value (
4) Append above value to https://<YOUR_ORG>.fcsuite.com/erp/report/display?Thus a fully crafted URL for CFGA would look like:
In our environment, clicking the above link (while already logged in the CSuite) will trigger an immediate download of the report.
Note that if you edit/modify the report, you'll need to regenerate the URL.
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Mary Katherine Kerr
commented
Being able to share the report from the page that you generate them from. (The link is: https://WEBPAGENAME.fcsuite.com/erp/report/display instead of https://WEBPAGENAME.fcsuite.com/erp/report/display?report_id=8788)
So that we can share the link directly when we are on the page, instead of first have to go to our profile and access the report from there and then sharing it.
