Add Custom Log Report - Advanced Topic - Report Design - Adding Visible Report Parameter Filter - Example 2

Add Dataset for new Parameter Filter

1. Click the database icon on the right to select the appropriate table that will provide options for the Parameter Filter.
   
   
   
   
2. Click the 'NEW DATA' button in the DATA section's footer. See image above.
3. Click the 'Existing' option for the DATASOURCES and then select 'Your Company ID (ex. XXXXX)' from the drop-down.
   
   
   
   
4. Click the 'CONNECT DATASOURCE' button in the DATASOURCES section's footer. See image above.
5. Expand the 'dbo' folder in the left pane to see the Corecon Views (160).
   
   
   
   
6. Drag Views that will be used by the Parameter Filter. Example: vw_PrimeContractInfoSimple and vw_POInfo. See image above.
7. Join the tables using the Record Id field. Example: PrimeContractId. See image above.
8. Click the 'OK' field. See image above.
9. Name the Dataset. Example: dsPrimeContractId
   
   
   
   
10. Toggle the Code field to the right to modify the default SQL code.
    
    
    
    
11. Modify the SQL code so it provides an All option and returns distinct entries for the Report Parameter with proper sorting.
    
    
    
    
12. Click Finish
13. Saved Dataset
    
    
    
    

Add Visible Report Parameter

1. Click the Report Parameter icon on the right and then click 'New Parameter' in the footer section.
   
   
   
   
2. Enter the Parameter Name and Prompt.
   
   
   
   
3. Set the Data Type to Integer because a Record Id is included in dsPrimeContractId. (POTypes was set to String.)
4. Set Visibility to Visible
5. Click 'Assign Values' link
6. Set the 'Available Value' settings per the image below.
   
   
   
   
7. Click the 'Default Value' tab
8. Set the Default Value to the 'All' option which has a Record Id of -1.
   
   
   
   
9. Click the 'OK' button
10. Click the 'Save' button to save the Report Parameter.
    
    
    
    
    
    

Modify the Main Dataset SQL's WHERE CLAUSE

1. Click the database icon on the right to view the existing datasets.
   
   
   
   
2. Click the three vertical dot button on the main dataset then choose Edit. See image above.
3. Scroll to the bottom of the SQL statement to view the WHERE clause.
4. Add the additional Report Parameter filter as shown.
   
   
   
   
5. Click Finish

Save Report Changes

1. Click the 'Save Report' link at the top to save these changes.
   
   
   
   

Completed Example

•