Using Runtime Editable Filters to Customize Report OutputLast Updated: 08/17/2016 Introduced in Verision: 2.0 |
Filters enable users to create manageable reports. Using a Runtime Editable filter gives the user the option to change the filtering criteria while in the Report Viewer.
Example
The goal of this example is to:
- Edit an existing report.
- Insert inline filters.
- Configure filters to allow runtime editing.
- Use runtime filters in the Report Viewer.
To begin, navigate to a Design Folder and click the Edit link on an existing report.
In the Toolbox Panel, expand the Data Filters category, then expand the Field Filters category.
Next, expand the Entity Name category and drag an Entity_Name_Contains component into the Filters list.
In the Properties Panel, select the Edit at runtime checkbox.
Next, expand the Entity Type Short Name category and drag an Entity_Type_Shortname_Contains component into the Filters list.
In the Properties Panel, select the Edit at runtime checkbox.
This completes the report. Save and close the Report Designer.
In the portal, select the Run Report option from the report’s Actions menu.
When the report opens in the Report Viewer, notice the new filter bar available above the top right side of the report. Entering values in the Entity Name Contains and Entity Type Short Name Contains fields will filter the report based on the criteria.
See how only items meeting the criteria are included in the report.
To hide the filter bar from the report page, click the Close link on the right side. To reopen the filter bar, click the Pencil icon from the upper right corner of the Report Viewer.
