Adding a Parameter Query to Reports

To add a parameter query to a report:

1. From Home, select Application, then Report Configuration.

2. Select Queries, then select a Parameter Query Type (for example, List of Currencies).

   
   
   

3. In the Edit Query dialog, review and/or edit the parameter query, then click Save and Close.

   You return to the Report Configuration screen.

4. Select Reports, then the desired report (for example, Balance by Account Type).

   
   
   

5. In the Edit Report dialog, select Parameters.

6. For the desired Parameter Code, select the Parameter Type as Query and Attribute/Query as List of Currencies from the drop-downs.

   
   
   

   The Parameter Value drop-down presents the list of currencies.

   Note:

   The Attribute/Query drop down displays the list of parameter queries only if you select Query in the Parameter Type drop-down.

   Note:

   The Parameter Type drop down allows you to pick a Module attribute (Reconciliation Manager or Transaction Matching) for each of those modules. If a module attribute is chosen for the Parameter Type, the Attribute/Query drop down will display a list of that module's attributes.

7. Click Save and Close.