Reports Sharing Filters At Runtime

Last Updated: 07/29/2016 Introduced in Verision: 2.0

In this example we are going to show how to use Filter Runtime Behavior in Report in case when we have several Reports shown on one page, and sharing one Request Value to affect all Reports on the Page. To accomplish this task all Filters that need to share the same Value are to have the same name. Additionally, it should be one Parent Report Filter where user will type the Request Value. Other Reports should be child Reports in order to Get Value for the Filter from Parent Report.


First, we are going to create couple Reports. One Parent and the other one is Child.

We begin in Designer Folder with clicking Create Report > Create Report from Action menu. We name our first Report and click Create to proceed to Report Designer.



In Report Designer in the ToolBox we expand Data Sources > Common category and hover our mouse over Account Data Source. We click add link (that showed up when we hover our mouse over) to add this Data Source to our Report.


Next we use the same quick add link to add desirable fields to our Report from Account Data Source.


We add Account Id Contains Filter from Data Filters > Field Filters > Account Id.


We select Filter that we just added to our Report and locate its Settings. First, we need to rename this filter. This is going to be common name for all Filters that will use same Value. Next, because it is going to be our Parent Report from Runtime Behavior dropdown we select Runtime Editable option. This setup completes our first Report. We can save and close it to return back to the Designer Folder.


In the Designer Folder we click Create Report > Create Report to create our Child report. Name it and click Create to proceed to the Report Designer.



Similarly to previous Report we add Data Source, Columns and Filter. This time we add Folder Data Source.


Next, we add couple columns…



Finally, we add Entity Name Contains Filter…


Again, we go to our Filter Settings and rename it to MyFilter (common name for all Filters that share the same value). Next, from Runtime Behavior dropdown we select Get Value From Other Reports option because this is our Child Report and it will use the Value from its Parent Report. When finished we can save and close this Report to return back to our Designer Folder.


Now we need to create a Page that will display our Reports. We click Create Page/Dashboard, name our Page and click Create to proceed to the Page Designer.



In Page Designer we expand Reports > [Existing Reports] > [Current Folder] category in ToolBox. In this category we can see our Reports that we created previously in this tutorial. We expand subcategories referring to our Reports and drag Data View elements to our workspace.


Our Page should look like this… When completed we can save and close our Page Designer.



Back in our Designer Folder we expand Manage > Page > Display Existing Page menu to add our Page as a View of our Folder



In the resulting pop-up window we name our View and pick our Page for it. We save everything and close to return back to our Designer Folder.



Now our Designer Folder has Reports Page view… We click it to test our results.



Our Parent Report has MyFilter TextBox where we can type request for our Filter. Mention that our Child Report does not have this TextBox for MyFilter because it will use the value from its Parent Report. We type desirable Request into our Parent Report’s MyFilter Textbox… And as expected it affects both Reports.


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