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.
2. Click the Edit button.
3. Click the Report Builder tab.
4. Click the SmartSimple Special Criteria Values tab.
There are three special functions displayed.
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.
- 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:
6. Click the Build Query button.
7. Click the Save button.
8. Click the Preview button.
The Criteria Prompt window is displayed.
9. Type President.
10. Click the View Report button.
Only records matching the entered criteria are displayed.
11. Close the current report.
See Also
