Control Child Report Filter Value From Master Report Field

Last Updated: 07/02/2018 Introduced in Version: 2.0

This tutorial demonstrates how to send a value for the Filter from Master Report to Child Reports that are on the same Page by clicking on the Field in Master Report.

Example

For this Example we need to create two Reports (Master and Child) and a Page to display them.

We begin in a Designer Folder with clicking Create Report > Create Report from Folder Actions panel.

Next, we name Report and click Create to proceed to the Report Designer. This is going to be a Report of all Folders and it is going to serve as Master Report that will send values to dependent Reports.

 

In the Report Designer we add Folder Data Source from Data Source > Common category in the ToolBox.

 

Next, from Folder Data Source we add desirable columns to our Report.

 

Our Folder Id column will be sending its field values to other Reports. To set this option we select Folder Id column and locate its Properties. Then, we check Send Data As Filter Change Source checkbox.

Filter Change Source Name text box shows up. Here we need to enter the name of the Filter we want to send values to. Entity Folder Id Equals is the name of the Filter we are going to use in our Child Report.

 

This completes our Master Report. We can save it and close to return back to our Designer Folder.

In the Designer Folder we click Create Report > Create Report to create second Report for this Example. Next, we name our Report and click Create to proceed to the Report Designer.

 

In the Report Designer we add Entity Data Source from Data Source > Common category in the ToolBox.

 

Next, we add desirable columns to our Report from Entity Data Source.

 

Then, we need to add and configure a Filter for this Child Report that will accept values from the Master Report. We add Entity Folder Id Equals filter from Data Filters > Field Filters > Entity Folder Id category.

 

We select this Filter and locate its Properties. We change its Runtime Behavior to Get Values From Other Reports type.

 

This completes our Child Report design. We can save it and close Report Designer.

Next, we need to create Page to display these Reports. In the Designer Folder we click Create Page/Dashboard from Folder Actions panel.

 

Name the Page and click Create to proceed to the Page Designer.

 

In the Page Designer we use Report Viewer component from Reports category in the ToolBox to display our Reports. We use Default Report picker for this component to pick our Master Report.

 

Similarly we add another Report Viewer component to the Page and pick our Child Report as Default Report for this component.

 

This completes our Page design. We save and close Page Designer.

In the Designer Folder we click Manage > Page > Display Existing Page option to add new custom view to our Folder.

 

Both Reports shows up. We select any Folder in the Master Report and observe how the Child Report fills up with entities that reside in the selected Folder.

We can use search bar on the Master Report to search for our Designer Folder. When found, we select it and observe that Child Report Refreshes and reflect all entities that are in our Designer Folder.

firstTest

 

Download Example: Report Filter Example

Additional Resources