AX1687

Use report parameters in web reports

Using report parameters, dynamically change the data showing in the report. The advantages of using report parameters include:

  • You can more efficiently cover your reporting needs using fewer reports, which means less time needed to develop and maintain reports.

  • Report users are more in control over the data they want to see in the report.

What can report parameters impact in web reports?

Use report parameters to dynamically impact the following items in web report:

  • Use Column List report parameters to dynamically change the row dimensions used in the report . For example, dynamically change the row dimension to show data by different groupings, such as department, account, region, entity, and so on.

  • Use Column Value report parameters to dynamically filter the data in the report . For example, select one or more values in a column, such as departments, accounts, or entities and the report is dynamically filtered to show only the data for the selected values.

Reports can use either or both types of parameters, as needed, to provide your preferred level of interactivity.

How are report parameters defined?

Define report parameters in the Report Builder using the Parameters tab. Using this tab, you can create, configure, and delete parameters, as needed. When configuring parameters, you define properties such as:

  • The type of parameter, Column List, or Column Value.
  • The name of the parameter and the display text to use when presenting parameters to report users.
  • Whether the parameter is optional or required—if required, the report does not show data until you make a selection.
  • For Column List parameters, the list of table columns to associate with the parameter and an optional default column selection.
  • For Column Value parameters, the column to associate with the parameter:
    • You can select a specific column or tie the Column Value parameter to a Column List parameter so that Column Value parameter dynamically uses the selected column.
    • You can specify whether users can select a single value in the column or multiple values.

How do users interact with report parameters?

When you view a report with report parameters, the parameters appear in a pane along the left side of the report. Make selections and apply them to dynamically refresh the report with data that meets their selections. If a parameter is required, you must interact with the report parameter panel before the report shows any data.