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* '''Report Criteria''' - these features let you hard code the criteria and prompt the [[User|user]] for the criteria when the report is previewed.
* '''Linked Fields''' - this feature lets you make a report dynamic and gives the [[User|user]] the ability to drill into an a record retrieved by the report.
* '''Report template''' - as well as controlling the layout of the report, the report template also provides the ability to add scripting to the report as viewed by the [[User|user]].
* '''Report [[URL]]''' - this is simply the [[URL]] associated with the report but that's what you need to link a report to a [[Portal|portal]].
'''In Detail'''
* '''Reporting Criteria''' - these can be hard-coded criteria expressions, [[User|user]]-prompted values (??? syntax), or sometimes the @CompanyID@ or @userID@ to restrict the results to those specific to company or [[User|user]].
* '''Linked Fields''' - these depend on the [[Entity|entities]] referenced in the report (for the company table you can choose the company name as static text, or the company name as a link, for the contact table you can choose the contact name as static text, or the contact name as a line and for level 1 [[Entity|entities]] you can choose the name of the [[Entity|entity]] or template type as static text or as links). These Link fields when used in a report give you a drill -down capability.* '''Report Template ''' - this controls the format and content of the report and by adding scripting to the header you can convert a report into an a real web page with any functions required.* '''Report [[URL]] ''' - you can take the link from the report list - right click and '''properties ''' or '''copy link location ''' - depending on the [[Browser|browser]].
'''Bringing it all Together'''