Report Builder Limitations

@Steve Cyra:

I am curious if anyone has had success creating reports with Webview Report Builder. My org does not have access to the Insight Designer feature. One thing I am trying to do is build a dashboard that includes some dropdown “slicers” like there are in the Standard Reports (screenshot below). I can't figure out how to do that. Does anyone know if you can create these in the Report Builder? Thanks!

They do exist in Report Builder but you'll need to add them as page-level filters:

Under Dashboard Properties, you'll need to check the setting that allows people the ability to change the filters. It is just a yes or no option, so make sure it is set to yes.

To add the settings, pop open the Dashboard builder window on the right and click on the Filters option below Insights. That's how you can add to the page level.

Check your insights very carefully. I've been working with Blackbaud on an issue with the “Opportunity Status Analysis” insight - it isn't showing the correct information. If there are any discrepancies with what you can query in database view and what shows on your dashboard, follow up with Blackbaud because it might not be you.