Hiding Header and Footer from Report in Client Portal

Question

• How do I hide the header and footer when I embed a TDX report in the client portal?
• Can I suppress the header on an embedded public dashboard?

Environment

• Global TDAdmin access or Application Admin access to the client portal to be edited

Answer

1. Get the link to a public dashboard that houses the reports you want to embed (see related articles)
2. Add your organization's TeamDynamix URL (environmentname.teamdynamix.com) to the iframe sources, if not already present
   1. In TDAdmin click Organization Settings
   2. Click HTML Content Allowlists
   3. Click iFrame Sources
   4. If your TeamDynamix URL is not in the list, click +Add Entry in the toolbar
   5. Type or paste the URL of your TDX URL into the row that appears
   6. Click Save in the toolbar
3. Create the HTML iframe module
   1. Access the admin page for the client portal:
      1. For Global Admins: TDAdmin > Applications > [Client Portal]
      2. For App Admins: [Client Portal] > click your name in the top right (sign in if needed) > click Admin
   2. Click Modules & Pages > HTML Modules
   3. Create an HTML module with the desired name, border, and name visibility settings
   4. Click the Source button in the top left of the content editor
   5. Set up the embedded link using the iframe tag, and append "&ShowNav=0&ShowFoot=0" to the dashboard's Public URL copied in step 1
      • For example: <iframe src="https://acmeuniversity.teamdynamix.com/TDClient/144/HR/Dashboard?pd=wxOaD1VP5Uk_&ShowNav=0&ShowFoot=0"></iframe>
   6. Click Save
4. Add the HTML iframe module to a portal page
   1. Return to the admin page for the client portal
   2. Click HTML Modules & Pages > Pages
   3. Click the name of the desired page to host the public dashboard
   4. Click the Content tab
   5. In the Available Content field, search for the name of the HTML iframe module created in Step 2 above
   6. Drag the module to the desired location on the page
   7. Click Save