New article
Recently updated
Using Parameters in Report Designer
Who is this article for?Users who want to learn about Using Parameters in Report Designer
Elevated permissions are not required.
This article outlines the process of using Parameters in Report Designer. In the example in this article, a list of parameters will be created that match the types of activities performed on assets. Filtering will be used to utilise the list of parameters that are created. We are using the asset module in this example however parameters can be used with any list.
- Defining the parameter list
- Setting up the filter to use the parameter list
- Use the parameter to filter report data
1. Defining the parameter list
- Open any module in Ideagen Quality Management and navigate to
- File
- Report Designer
- Ensure the Choose a Report radio button is selected.
- Design
- Scroll to the bottom of the Field List, right-click Parameters.
- Click Add Parameter.
- Fill in the fields for a new parameter, ensure that the Show in the parameters panel and Supports the collection of standard values is checked.
| Field Name | Description of Use |
|---|---|
| Name | Will appear in the field list control underneath Parameters. Cannot be the same as any other field in report designer. Errors will be indicated by a red exclamation mark next to the name field. |
| Description | The Description will appear in the parameters sidebar when previewing a report or in the dialog when printing a report. |
| Type | The type of data that the field is being filtered is selected. All text fields will be 'String', calendar fields will be DateTime, and fields that hold numbers will be Int32 or Int16. |
| Default value | The value that is displayed in the drop-down before another item is selected from the drop down list. |
| Static Values | Value will be used as a the search filter and Description will be used as the text displayed in the drop-down list. |
2. Setting up the filter to use the parameter list
- In the Report Explorer right-click on report1 and insert the detail band that contains the information what you wish to filter by.
- Ensure that the contents match the parameters setup in the previous step.
- In this example we are using the Audit Module and Current Activity Items.
- In the newly created band click to expand the tasks
- Click on the Filter String [..]
- Select the field that you wish to filter, the condition, and then click on the after the condition until the name of the parameter you created appears, preceded by a ? . Any number of conditions can be added if more than one parameter has been setup.
- Click OK.
3. Use the parameter to filter report data
- Preview the report in either the report designer using the Print Preview menu.
- In the Parameters panel click the drop-down and select the value you wish to filter the report information by.
- Click Submit.
- The report will update to be filtered by the criteria you setup in the previous steps. In this example we are the assets module list by Activity Type.
Note: The report will only show the records that have been defined in the parameters and the filter.