You can insert the values currently selected in a report’s
filters and variables into text fields on the report. For example,
a text field can display the value selected in a filter that filters
on the staff member assigned to a group of incidents.
The following procedure describes how to use a value from
a filter in a text field, but a similar process is used to display
the value from a variable.
- Click Analytics on the navigation
pane.
- Double-click Reports Explorer.
- Right-click the report you want to add the text field to
and select Edit.
- Create a filter that includes the values you want to display
in the text field.
For example, you can add a filter to an incidents report
that filters on the staff accounts that incidents are assigned to.
See
Overview of Report Filters.
- Add a text field to your report.
- Right-click the text field and select Edit Text
Field.
The Edit Text Field window opens.
- Enter the text you want to display in the Text field on the window’s Text tab. Enter the name of the filter with
braces around it where you want the filter value to display in the
field. {filter_name}
For example, if the report has a filter named Assigned
that filters on the staff member assigned to incidents, you can enter Assigned to {Assigned} in the window’s Text field.
- Click OK.
- Click Save.
Results:
When the report runs, the text field will display the static
text entered in the field along with the filter or variable value
that's currently selected. For example, if the filter value is currently
Tina Smith, the text field will read Assigned to Tina
Smith.