Optional Criteria
I may just be missing this, but I would like to build a multi-use report that can be filtered five different ways. For this, I want to include a number of filters set to Prompt, but I don't want to have to choose a value for each of them each time I run the report.
There are ways of making this work (using the "Select All" in a list criteria), but it is still a chore to go through when running the report. I'd like to run the report and include everything with a single click of "View Report," and only have to set parameters if I want to limit my results according to one or more criteria.
Dane
shared this idea
5 comments
-
Narayanan
commented
We also have the same problem. I want to know the step how to set the 'Select All' option for the filters.
-
Dane
commented
Yes. Yes, I believe that would be a good solution.
-
So to clarify: If we added the ability to "Select All" as a default for "In List" filters (that would select all values that are available at the time the report is actually run in the future), this would meet your needs. Correct?
-
Dane
commented
I wasn't clear. As an example, let's say I want a chart/list of product sales. By default, I want this to include absolutely all of our recorded sales. However, I want to set up filters so that at run-time I can filter it to only show sales for a certain product category, or a certain sales rep, or to a certain customer, or of a certain quantity, or in a certain region.
Presently, I can default to a single choice in each of those filters. Which would mean only blue gizmos sold by Bob to John in bulk to the Southeast.
The one way I can see to sorta make it work is to make the filters be "in this list" instead of "equal to." But even then, while I can choose every currently existing value for the default, I can't set it to all current and future values. Where this approach breaks down is when we sell to a new customer, add a new sales rep, add a new product category, or define a new region.
-
AdminBhupesh Malhotra
(Admin, GrapeCity)
commented
In each prompt dialog, at design time you have the option to specify the default values.
Does this work for your requirement or do you think there is something additional here that would make it easier for you to create the multi-use reports?
