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.

Reps37.png

2. Click the Edit button.

3. Click the Report Builder tab.

4. Click the SmartSimple Special Criteria Values tab.

Reps38.png

There are three special functions displayed.

Reps34.png

5. Replace the current criteria with the criteria shown below:

Reps39.png

6. Click the Build Query button.

7. Click the Save button.

8. Click the Preview button.

The Criteria Prompt window is displayed.

Reps40.png

9. Type President.

10. Click the View Report button.

Only records matching the entered criteria are displayed.

11. Close the current report.