Have embedded report show collapsed by default on dashboard

Andrea Zenner

Hello,

I have a report that makes use of the new grouping functionality. I have it embedded on a dashboard (since use of the filters and grouping is not quite ready for prime time with the report app).

Even if I collapse all of the groupings in the report before saving, it still renders as completely expanded when embedded on the dashboard.

Is there a way to set it so it defaults to collapsed?

Purnima Gore

Hi

When you create the grouping there is an option to have it shown as expanded or collapsed.

See if it works when you choose the collapsed view in the option.

Then see once you expand it , if it opens again it goes back to the state where you started. I haven't embedded it anywhere yet, but it seems to keep the default set when I go back to it.

Kind regards

Purnima

Purnima Gore

Hi

When you create the grouping there is an option to have it shown as expanded or collapsed.

See if it works when you choose the collapsed view in the option.

Then see once you expand it , if it opens again it goes back to the state where you started. I haven't embedded it anywhere yet, but it seems to keep the default set when I go back to it.

Kind regards

Purnima

Andrea Zenner

@Purnima Gore That worked perfectly! I missed that little icon. Thank you!

Sandra Murray

But the dashboard still displays the expanded option.

Gianni

Any update to this? Is there any way a dashboard can display the collapsed option?

Rachel OSU

I am also looking for a way to display the report collapsed on the dashboard.

Rachel OSU

I figured it out. If you edit the widget (three dots in top right) you can collapse grou