Settings and activity
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9 votes
Mitchell Hollberg
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Mitchell Hollberg
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2 votesMitchell Hollberg
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25 votesMitchell Hollberg
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4 votesMitchell Hollberg
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17 votes
An error occurred while saving the comment Mitchell Hollberg
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2 votes
Once a sandbox is synced, the User Name/Password is the same as the live site. That should eliminate the need to reset your password.
An error occurred while saving the comment Mitchell Hollberg
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Our organization rarely re-syncs the live site to the sandbox, both to allow time to test proposed configuration updates and to maintain/track progress with the Foundant Course tutorials.
Mitchell Hollberg
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53 votesMitchell Hollberg
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8 votesMitchell Hollberg
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Mitchell Hollberg
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176 votesMitchell Hollberg
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12 votesMitchell Hollberg
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32 votesMitchell Hollberg
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25 votesMitchell Hollberg
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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=load
If 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:
https://cfga-sandbox.fcsuite.com/erp/report/display?ef871906af3425481c51cb24001e7767%3A%3Areport_id=1133&ef871906af3425481c51cb24001e7767%3A%3Aview_limit=20&ef871906af3425481c51cb24001e7767%3A%3Ashow=profile_id%2Cname%2Clast_name%2Cfirst_name%2Cmiddle_name%2Clegal_name%2Ccf_profile_1000%2Ccreated_ts&ef871906af3425481c51cb24001e7767%3A%3Acf_profile_1000=%21NULL&ef871906af3425481c51cb24001e7767%3A%3Aaction=export&ef871906af3425481c51cb24001e7767%3A%3Aedit_object=profile_id¤t_mode=edit&ob=&ef871906af3425481c51cb24001e7767%3A%3Amax_results=&ef871906af3425481c51cb24001e7767%3A%3Adisplay_view_limit=20&ef871906af3425481c51cb24001e7767%3A%3Adisplay_chart_type=
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.