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Prompting for Criteria in Reports

2,384 bytes added, 18:35, 8 December 2014
Using the Same Criteria Multiple Times
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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 - '''???'''.
2. Click the '''Edit''' button.
3. Click the '''[[Report Builder]]''' tab.
4. Click Open the Report Builder Help Panel and click on the [[SmartSimple]] '''[[Report Builder Column Settings|Special SmartSimple Criteria Values]]''' tab.
[[Image:Reps38ReportBuilderHelp-SSCriteriaValues.pngPNG|link=]]
There are three 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'''
[[Image:Reps34.png]]
5. Replace the current criteria with the criteria shown below:
[[Image:Reps39.png]]
6. Click the '''Build Query''' {{BuildQueryButton}} button.
7. Click the '''Save''' {{SaveButton}} button.
8. Click the '''Preview''' {{PreviewButton}} button.
The '''Criteria Prompt''' window is displayed.
11. '''Close''' the current report.
==Using the Same Criteria Multiple Times==You might want to build a report that uses the same criteria multiple times. For example, a report can prompt the user to enter a date value: [[Image:ReportsPromptingForDate.png|link=]]<br />When the report is run, the user will be prompted to select a date value:<br />[[Image:ReportsPromptingForDatePrompt.png|link=]]<br />But if the report should display all grants where the date specified is the ''Start Date'' OR the ''Approval Date'', the report would be configured as follows:<br />[[CategoryImage:ReportsPromptingForTwoDates.png|link=]]<br />This would result in two prompts unnecessarily being displayed to the user:<br />[[Image:ReportsPromptingForTwoDatesPrompt.png|link=]]<br />The solution is to use the ''@arg1@'' syntax. Entering ''=@arg1@'' as the second criteria will mean that the system will re-use the user-entered criteria for two comparisons:<br />[[Image:ReportsPromptingForTwoDatesUsingArg1.png|link=]] {{MultipleCriteriaVariableSyntax}} ==See Also==* [[Passing Prompt Criteria to a Sub-Report]]* [[Criteria Template]] {{PrevNextStart}} [[Specifying Multiple Criteria in Reports]]{{PrevNextMid}} [[Prompting for a Criteria using a Wildcard]] {{PrevNextEnd}}   [[Category:System ManagementReports]][[Category:ApplicationsCriteria]]
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