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Report Variables

3,359 bytes added, 19:55, 5 April 2022
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This '''ReportProperty''' variable article describes the [[Variables]] that can be used to display the number report data, or properties of records within a specified reportreports.
This can be used::* In a '''For details on [[Web Page ViewVariables]] or as a that can be used when creating reports see [[Custom Field Type: Read Only – System Using Variables|Read Only - System Variable]] to display a record count:* As part of [[Submit Logic]] to ensure a certain condition is met prior to submission of a record.:* Included in the title of a [[PortalReport Builder]] shortcut to indicate how many records are at a given status (for example).'''
'''Syntax:'''
:<font size=3>@ReportProperty(''reportid'',recordcount)@</font>
==Syntax==
: <span style="font-size: medium;">@ReportProperty(''reportid'',''property'')@</span>
'''Where:'''
* ''reportid'' is the system ID for the report (see [[Determining the reportid]])
* ''reportid'' is the system ID for the report (see [[Determining the reportid]]).  The ReportProperty syntax also supports the Report Name, but you must ensure the Report Name does not include any special characters.
* ''property'' can be:
** '''recordcount''' - Count of the number of records within a specified report
** '''csvdata''' - Report data, with each field separated by commas
** '''exportdata''' - Report data, formatted as defined in the [[Exporting Reports|Custom Export]] settings of the Report
** '''exportrawdata''' - Report data, without any formatting
'''Note:''' *:* ''ReportProperty'' is case sensitive. Using ''reportproperty'' will not work. * ===Using ReportProperty on reports with a Group By=== *:* In order to use a ReportProperty on a report which has a group by clause, you need to add a distinct clause to the ReportProperty syntax. * @ReportProperty(''reportid'',''property'',distinct(''fieldname''))@ Example: If a report is grouped by the tracking id, then your ReportProperty syntax would be @ReportProperty(''reportid'',''property'',distinct(opportunityid))@ You can also pass '''criteria''' into the ReportProperty call. See [[Including Criteria in ReportProperty]]. ==Record Count=='''recordcount''' can be used: *:* In a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count*:* As part of [[Submit Logic]] to ensure a certain condition is met prior to submission of a record.*:* Included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example) *  '''Examples''':  ** To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345
@ReportProperty(12345,recordcount)@
''This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count, as part of [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example).''
** To display the number of records at a given status in a Portal Icon:
*: [[Image:CMPortal.png]]
*
Will display as:
 
*: [[Image:PIcon.png]]
*
 
 
==CSV Data==
When using the '''csvdata''' report variable, the variable will be replaced with data from the specified report, as comma separated values.
 
*: <span style="font-size: medium;">@ReportProperty(''reportid'',csvdata)@</span>
*
 
''The csvdata variable can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.''
 
'''csvdata''' is most often used within the body of a plain-text workflow e-mail.
 
When using the '''csvdata''' variable the header and footer defined on the [[Report Export]] page will be used.
 
==Export Data==
When using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the custom export template.
 
*: <span style="font-size: medium;">@ReportProperty(''reportid'',exportdata)@</span>
*
 
''The exportdata variable can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.''
 
Most often '''exportdata''' is used with report export settings defined as HTML.
 
 
==Export Raw Data==
When using the Exportrawdata report variable, the variable will be replaced with data from the specified report, without any formatting applied.
 
*: <span style="font-size: medium;">@ReportProperty(''reportid'',exportrawdata)@</span>
*
 
''The exportrawdata variable can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.''
 
==Notes==
 
** When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], [[userid]], etc) will be passed to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.
==See Also==
** [[Including Criteria in ReportProperty]]
** [[Using Variables in the Report Builder]]
[[Category:Variables]][[Category:Reports]]
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