Using Runtime Editable Filters to Customize Report Output

Last Updated: 04/02/2018 Introduced in Version: 2.0

Filters enable users to create manageable reports.  Using a Runtime Editable Filter gives a user the option to change the filtering criteria while in the Report Viewer.

Example

The goal of this example is to:

  1. Edit an existing report.
  2. Insert inline filters.
  3. Configure filters to allow runtime editing.
  4. Use runtime filters in the Report Viewer.

This example contains a report that was previously built. This report has an Entity Data Source as its Data Source. To begin we will navigate to a Design Folder and click the Edit Report.

 

Under the Filters click Add. Expand the Field Filters > Entity Name > Entity Name Contains.

 

In the Properties Panel, select Runtime Editable in the Runtime Behavior drop down list.

 

Next, expand the Entity Type Short Name category and select an Entity Type Shortname Contains.

 

In the Properties Panel > Runtime Behavior drop down list, select Runtime Editable.

 

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.

 

Additional Resources