Using Variables in the Report Builder

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When creating a report there are two variables that can be used as parameters to the report, which will restrict its results - the @companyid@ and @userid@ variables.

Within the report use either of these variables:

  • @userid@ - returns records where the value of the field contains the user id of the person running the report. Syntax: =@userid@

This variable can be used to create an individual user-specific report, such as sales for that user, or login history for that user.

  • @companyid@ - returns records where the value of the fields contains the company id of the user running the report. Syntax =@companyid@

Using this variable eliminates the need to create different reports for different branches but this technique will not display records in the report related to sub-branches. This technique will not display records for sub-branches of the user's branch.

If you wish to create a report that displays both the user's branch and all sub-branches of the user's branch then you need to use the following technique:

  • Add the field "Branch/Offices - Parent List" to the Report Builder window. This field returns a string containing the list of companyIDs that define the hierarchy for the current companyID. This string is delimited by commas.
  • Set the criteria for this field to like '%,@companyid@,%' This criteria will compare the current company ID to the Parent list and include all company IDs where the current company is referenced as a parent. Note the use of the wildcards "%" and the commas in the criteria string. You should hide the field in the report.
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