Create External Report from Dropbox Paper

This article details on how to create an External Report with Dropbox Paper Plugin.

PREREQUISITES:

1. Add New External Report

Access New > External Report > Dropbox Paper

  1. Provide a descriptive phrase in Name
  2. Specify Category into which External Report will be placed
  3. Define whether content has to be updated manually or automatically
    • For "Automatically Collected", specify a Report Image Trigger 
  4. Choose Dropbox Paper Plugin Connection Profile 
  5. Select Document (Object) for External Report
  6. [Next: define details]

2. Specify Report Details

  1. Show Report in defaults to "External Webpage".
    • For "Viewer", select Show "In iframe" or "As static image" option
    • NOTE: When opting to display the Report as a Static Image, make sure to Collect Image before going to Viewer.
  2. Optionally, [Edit URL] to modify the URL by appending a question mark (?) followed by any filter or parameter settings
  3. Optionally, [Test External Report] to test how the Report will be displayed on External Webpage or in Viewer, depending on the display option selected in the previous step
  4. Select Report Image option:
    • "Always collect all instances of external report": collect all images and cache them on a schedule
    • "On Demand: only when needed for distribution": individual images are only collected when they need to be included in an email

3. Collect Image and Publish

  1. [Collect Image]
  2. [Enable & Publish]