Host reports on your Domain

If you are using an agency account you can host your client's reports under your own domain.

To setup your agency account to allow this you will need to:

  1. Go to your Agency Configuration and set the Reports Base Url to be a Url on your domain.
  2. Add an endpoint on your Web Server to service the Url you have chosen.
  3. Embed the Iframe code included on this page.
  4. Take the reference parameter (ref) from the calling URL and pass it to the iFrame on the page.

1. Setup Report Base URL

Note: To access your agency settings you must be logged in as an Agency User.

Prior to setting a Report Base Url all reports will be served from  Once you change this to something different your reports may not work until your web server is correctly configured.

  1. Go to the Agency option on the Navigation Menu. This will be at the bottom if using the correct user.
  2. Click on the Settings Tab.
  3. Click on the Report Base Url input field and enter the full Url to where reports will be served from your Web Server.  This should include the scheme (http://).  Eg.
  4. Click Save.

2. And an Endpoint on your Web Server

Your Web Server will need to handle the call to the reports url and pass the reference parameter to the page where it can be passed into the report iframe.

This will be different depending on the web platform you use, but should be easily achievable by anyone who administers your website.

3. Embed Reports iFrame

The page that hosts the reports iframe should be as simple as possible and ideally should only contain the iframe. 

Embed the following as the body of the hosting page.

<body style="margin:0;padding:0;overflow:hidden;">
    <iframe src="{{ report_id }}/" frameborder="0" style="overflow:hidden;overflow-x:hidden;overflow-y:hidden;height:100%;width:100%;position:absolute;top:0;left:0;right:0;bottom:0;" height="100%" width="100%"></iframe>

The {{ report_id }} template variable should be replace with whatever mechanism your Web Platform uses for templates.

As long as the iframe calls the mypresences endpoint as shown with the report reference number correctly embedded.

4. Pass the Reference Number to the Hosting Page

Your Report Base Url will have a parameter added which will indicate the report to be viewed.

This will be passed to your URL as the Url Parameter ref.

You should read this parameter from the URL and pass it to the page so it can be embedded in the iframe source url (src) using your web platform.

Once you have completed these steps and you return to your agency page you will now see report links for each of your clients and for each report period.  The Url for each report should be directed to your domain with a ref parameter.  

Click on the report Urls to test they are displaying correctly on your domain.

These URL's can be sent to your clients periodically to provide them with periodic reports that can be viewed on any device.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk