You can define query parameters that users can input at report runtime. For example, for a funding report, the query can be set to run the report only on specific company funds that the user specifies at runtime. Defining a query is optional.
The data elements available for the query will depend on the report data type, and the condition options will be dependent upon the data element type chosen.
To define a query
| 1 | From the Query tab, click Add. The Query Condition window opens. |
| 2 | Click the Select button to open the Data Element Picker. Choose a data source from the drop-down list, and then choose a data element from the list. |
Note: If you choose a date-type data element, the Use timestamp in query checkbox becomes available; if you select this option, the timestamp as well as the date will be taken into account in the query.
| 3 | The Label field is populated based on the selection and can be modified. |
| 4 | Select a condition from the resulting list. |
For example, choose equals to generate reports that exactly meet certain conditions or since last scheduled report run to generate reports with incremental data between scheduled runs.
| 5 | For Values, click the Select button and select one or more values for the condition (e.g., Pending or Approved). |
For maximum flexibility, choose a list of conditions but leave the value empty. This allows the user who runs the report to choose to use one or all of the queries to limit the data on which the report will be based.
| 6 | If you want users to be able to modify these values when running the report, select Allow users to modify value(s) during execution. This option is checked by default and recommended to provide flexibility at report runtime. |
| 7 | Click OK. |
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