Reports Sharing Filters At Runtime

Last Updated: 03/28/2018 Introduced in Version: 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.

Example:

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.

 

2017-01-26_125546

 

In Report Designer in Data Sources Field, we click add link to add  Accounts Data Source to our Report.

 

2017-01-26_131813

 

We add Account Id Contains Filter from Filters > Add > Field Filters > Account ID

 

2017-01-26_132049

 

We select the 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.

 

2017-01-26_132354

 

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

 

2017-01-26_132706

 

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

 

2017-01-26_132813

 

Next, we add couple columns…

 

2017-01-26_133038

 

Finally, we add Entity Name Contains Filter…

 

2017-01-26_133216

 

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.

 

2017-01-26_133317

 

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

 

2017-01-26_133604

 

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 fpr each onto our workspace.

 

2017-01-26_133703

 

When completed we can save and close our Page Designer.

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

 

2017-01-26_134230

 

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.

 

2017-01-26_134303

Additional Resources