Difference between revisions of "Report Variables"

From SmartWiki
Jump to: navigation, search
(13 intermediate revisions by 5 users not shown)
Line 13: Line 13:
 
:* '''recordcount''' - Count of the number of records within a specified report  
 
:* '''recordcount''' - Count of the number of records within a specified report  
 
:* '''csvdata''' - Report data, with each field separated by commas
 
:* '''csvdata''' - Report data, with each field separated by commas
:* '''exportdata'''- Report data, formatted as defined in the [[Exporting Reports|Advanced Export]] settings of the Report  
+
:* '''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. '''reportproperty''' will not work.
+
 
 +
'''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==
 
==Record Count==
Line 36: Line 48:
  
  
'''Important: ''' The ''recordcount'' property does not work if your [[Report]] includes '''Group By'''. It can only be used to count the records in a report based on filtered criteria.
 
  
 +
==CSV Data==
 +
When using the '''csvdata''' report variable, the variable will be replaced with data from the specified report, as comma separated values.
 +
:<font size=3>@ReportProperty(''reportid'',csvdata)@</font>
 +
 +
 +
''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==
 
==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 advance export template.
+
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.
 
:<font size=3>@ReportProperty(''reportid'',exportdata)@</font>
 
:<font size=3>@ReportProperty(''reportid'',exportdata)@</font>
  
Line 49: Line 70:
  
  
 +
==Export Raw Data==
 +
When using the Exportrawdata report variable, the variable will be replaced with data from the specified report, without any formatting applied.
 +
:<font size=3>@ReportProperty(''reportid'',exportrawdata)@</font>
  
==CSV Data==
 
When using the '''csvdata''' report variable, the variable will be replaced with data from the specified report, as comma separated values.
 
:<font size=3>@ReportProperty(''reportid'',csvdata)@</font>
 
 
 
''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.
 
  
 +
''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==  
 
==Notes==  
Line 67: Line 82:
  
 
==See Also==
 
==See Also==
 +
* [[Including Criteria in ReportProperty]]
 
* [[Using Variables in the Report Builder]]
 
* [[Using Variables in the Report Builder]]
  
 
[[Category:Variables]][[Category:Reports]]
 
[[Category:Variables]][[Category:Reports]]

Revision as of 10:17, 27 May 2016

This article describes the Variables that can be used to display report data, or properties of reports.

For details on Variables that can be used when creating reports see Using Variables in the Report Builder.


Syntax

@ReportProperty(reportid,property)@


Where:

  • 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 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:


Examples:

  • To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345
@ReportProperty(12345,recordcount)@


  • To display the number of records at a given status in a Portal Icon:
CMPortal.png

Will display as:

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.

@ReportProperty(reportid,csvdata)@


The csvdata variable can be used in a Web Page View or 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.

@ReportProperty(reportid,exportdata)@


The exportdata variable can be used in a Web Page View or 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.

@ReportProperty(reportid,exportrawdata)@


The exportrawdata variable can be used in a Web Page View or 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