FXL Report Viewer

Introduction

The PDF reports displayed in the FXL Report Viewer when using Lightning Experience are live, meaning they are automatically refreshed when data on the underlying record is changed.

To use the FieldFX Lightning package starting with version 1.225, you must use the FieldFX Managed Package version 1.529 or higher.

To find the version numbers you have installed, see Check Version Number for FieldFX Managed Package and FieldFX Lightning Managed Package.

The FXL Report Viewer displays:

  • Reports for the active record in FieldFX Back Office

  • The active record page if configured for display from set up

    • You can also display the FXL Report Viewer in a separate window or you can configure custom labels for the FXL Report Viewer Lightning Component.

The resource file must be named en_US.js, not en_US with no extension.

Prerequisites

To setup and use FXL Report Viewer, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Define Google Chrome PDFs Option

Google Chrome is a 3rd party application, and the instructions for how to enable this option may change at any time without warning.

Google Chrome allows PDFs to either be saved to the user’s device or opened in the browser. The Report Viewer requires that reports be opened in the browser.

  1. Open Google Chrome.

  2. In Google Chrome, select the three vertical dot menu button at the top right, then click Settings.

    Chrome Settings Button

    Or, in the search bar, go to chrome://settings.

  3. In Search settings type PDF.

  4. Select Site Settings.

  5. Scroll to the bottom of the screen and select Additional content settings.

  6. Select PDF documents.

  7. Select Open PDFs in Chrome.

Display the FXL Report Viewer in New Window

From the active record page, click New Window in the FXL Report Viewer.

New Window link to show a report in a separate window

If using Back Office and the FX Report Lightning component, you will only see the report templates meeting the criteria set by the report template administrator.

The report template administrator could create a report filter that uses Logical Operators, like AND or OR, and also could contain custom filters on the report template’s master SObject.

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