View source for Prompting for Criteria in Reports

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You can prompt the person that runs the report for the criteria, by replacing the criteria string with three question marks - '''???'''.

1. Make a '''new copy''' of the current report named – '''Prompt for Title'''.

[[Image:Reps37.png]]
 
2. Click the '''Edit''' button.

3. Click the '''[[Report Builder]]''' tab.

4. Open the Report Builder Help Panel and click on the '''[[Report Builder Column Settings|Special SmartSimple Criteria Values]]''' tab.

[[Image:ReportBuilderHelp-SSCriteriaValues.PNG|link=]]
 
There are four special functions displayed.

:{| border="1" cellpadding="5"
|+
!Function!!Purpose
|+
|???||Prompts the user for an input value. You can combine this string with any other selection operator. You can use ??? multiple times in the same report.
|+
|@userid@||Uses the current [[userid]] as the criteria. This is useful when you need to create a generic report that displays all the records for the user running the report.
|+
|@companyid@||Uses the current user's [[companyid]] as the criteria. This is useful when you need to create a generic report that displays all the records for the user running the report.
|+
|@objectid@||When using [[Report Variables|ReportProperty]], the object ID (opportunityid, eventid, userid, etc., depending on the [[entity]] being reported upon) will be passed to the report processor.
|}

* To allow the user to enter multiple values to be matched against the same field enter '''REGEXP ???''' in the Criteria of the report builder.
::* When prompted a list of values to be filtered on can be entered, delimited by pipes. I.E: '''This|That|The Other'''


5. Replace the current criteria with the criteria shown below:

[[Image:Reps39.png]]
 
6. Click the {{BuildQueryButton}} button.

7. Click the {{SaveButton}} button.

8. Click the {{PreviewButton}} button.

The '''Criteria Prompt''' window is displayed.

[[Image:Reps40.png]]
 
9. Type '''President'''.

10. Click the '''View Report''' button.

Only records matching the entered criteria are displayed.

11. '''Close''' the current report.