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Report Variables

2,909 bytes added, 19:55, 5 April 2022
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This article describes the [[Variables]] that can be used to display [[Reports]]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:'''==:<span style="font -size=3: medium;">@ReportProperty(''reportid'',''property'')@</fontspan>
'''Where:'''
'''Where:'''* ''reportid'' is the system ID for the report (see [[Determining the reportid]]).  The ReportProperty syntax also supports the Report Name, but you must ensure the Report Name does not include any special characters.
* ''property'' can be:
:** '''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 [[Exporting Reports|Advanced 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:
:* In a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count
:* As part of [[Submit Logic]] to ensure a certain condition is met prior to submission of a record.
:* Included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example)
*:* In a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count
*:* As part of [[Submit Logic]] to ensure a certain condition is met prior to submission of a record.
*:* Included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example)
*
'''Examples''':
'''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:*:[[Image:CMPortal.png]]* Will display as: *: [[Image: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. *: <span style="font-size: medium;">@ReportProperty(''reportid'',csvdata)@</span>*  ''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==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. *: <span style="font-size: medium;">@ReportProperty(''reportid'',exportdata)@</span>*  ''The exportdata 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.''  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. *: <span style="font-size: medium;">@ReportProperty(''reportid'',exportrawdata)@</span>*
Will display as:''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 [[Image:PIcon.pngWorkflow]]message.'' ==Notes==
=='''Important'''==* * When using any of the ''ReportProperty variables (recordcount'' property does not work if your , exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], [[Reportuserid]] , etc) will be passed to the report processor. If the specified report includes the variable: '''Group By@''objectid'. It can only '@''', it will be used to count replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the records in a report based on filtered criteriaReportProperty attribute.
==See Also==
** [[Including Criteria in ReportProperty]]
** [[Using Variables in the Report Builder]]
[[Category:Variables]][[Category:Reports]]
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