Defining a reporting fragment field

When defining a reporting fragment field, some tasks are required and some tasks are optional.

For purposes of illustration, the following tasks use examples from a sample Assessment Status report to configure a reporting fragment field that will display the chart component of this report as an embedded report on a Risk Assessment Detail View page.

Table 1. Tasks to define a reporting fragment field
Task Required or optional
Setting up a field group for a new reporting fragment field Required.
Defining the report path Required.
Defining the reporting fragment name Required.
Defining the object ID prompt Required only if a report prompts users to select a resource (such as ‘Entity’, ‘Process’, and so forth) before running the report. Otherwise, skip this task and leave the field blank.
Defining the reporting period ID prompt Required only if a report prompts users to select a reporting period before running the report. Otherwise, skip this task and leave the field blank.
Defining the reporting fragment size Optional. Use if you want to manually control the height and width of the pop-up window for a fragment field.