Create a Conditional Report Link

Use conditional links to open different reports or dashboards depending on the value you drill down on in the parent report’s linked column.

  1. Open the report that you want to create the link from on the report designer.
  2. If your report has multiple output levels, select the report level where you want to create the link.
  3. Select the column in the parent report where you want the link to display.
    It does not need to be the column with the data used to create the link’s condition.
  4. Click Report Linking on the Design tab ribbon and select Add Conditional Report Link.
    The Conditional Report Linking wizard opens. On this page of the wizard, you specify the condition(s) that must be met for the link to be triggered. The link you create is activated only when a value in the parent report meets the condition(s) you specify. You can add other conditional links to the same column to open different reports or dashboards when selecting other rows in the report.
  5. Click the Column drop-down list and select the column in the parent report that you want to use to create the link’s condition.
    The column you select does not need to be the same column where the link displays. For example, you can use the values in a hidden column to create the link’s condition, but display the link on another column in the report.
  6. Click the Operator drop-down list and select the operator you want to use for the link.
    The operators displayed depend on the column’s data type.
  7. Enter the value you want to use for the conditional link.
  8. Click Next.
    The remaining pages of the Conditional Report Linking wizard are identical to those on the Report Linking wizard.
  9. To add other conditional links, repeat steps 2 through 8.
  10. Click Save.