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Custom Parameters - Report Level

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Custom Parameters - Report Level

In CSSPortal, you can set custom options parameters at a report level. Meaning that all users that run this report will see the parameters and their options as you have specified here. This will enable you to limit the pick list options for parameters in your report, and users can only select a value or a list of values that you specify.

A few things to remember with report level custom parameters:

  • Any custom parameter settings specified at a user level will override any custom parameter settings used at a report level. (Custom Parameters - User level)
  • Report level custom parameters only apply to this specific instance of the report.
  • All users running this report will use these parameter settings except users with user level report parameter settings.

There are two ways the parameter selection options can be customized:

  1. Static Values: The administrator manually specifies the value or values for the pick list in the report. The value as it appears to the user does not necessarily need be the same value fed into the report. The user will only be able to select parameter values from the pick list that the administrator has created.
  2. Dynamic Values: The administrator specifies the value or values for the pick list in the report based on a data set. Creating a data item (a query that determines the pick list), limits the available values that the user can select. These values can fluctuate based on the results of the Data Item (query) itself.

Setting Custom Parameters using Static Values

Use this guide  to manually specify the list a user sees when running a report. First, You will need to create a report instance (please see Add a Crystal Report or Add an SSRS Report for the full walkthrough). Go to the parameters step.

Select "Let the user choose parameters at runtime"

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All of your report parameters will be displayed here. Customize the parameter name if desired. Select the "Custom Pick List" option.

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This will reveal the option to configure a Static pick list or a Dynamic pick list. In this case select Static from the drop down menu.

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This is where you add the values for your custom pick list. The display name is the name of the value as it will appear to the user running the report. The Actual Value is the value that will be given to the reporting engine when the user runs the report. The Actual value and the Display name do not have to match. This allows you to control the visibility of the value name as well.

Click the 'Add' button to continue adding values until your pick list is complete.

You can delete any value from the pick list by clicking on the trash can next to it.

You can continue creating your report in portal.

Manually setting the pick list at the report level means that all users with access to this report can only select from this pick list when running the report.

Setting Custom Parameters using Dynamic Values

In addition to manually setting pick lists for reports, you can set them based on a Data Item (query). This data item queries a table/view to pull back a list of values and will act as your pick list. This is a useful option where the pick list can change or fluctuate.

First, You will need to create a report instance (please see Add a Crystal Report or Add an SSRS Report for the full walkthrough). Go to the parameters step.

Select "Let the user choose parameters at runtime"

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All of your report parameters will be displayed here. Customize the parameter name if desired. Select the "Custom Pick List" option.

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This will reveal the option to configure a Static pick list or a Dynamic pick list. In this case select Dynamic from the drop down menu.

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A Data Item is a query that should pull back 1 column of data, a list that will contain all the values desired in your pick list. If you haven't already created a Data Item, click 'Create New' to make one (see Creating and Managing Data Items).

From the drop down list, select the Data Item that you have created. This tells CSSPortal to use the list created from the query instead of the list used in the designed report. You can preview this list by clicking on the 'here' button found below the drop down.

Continue adding your report until the wizard is complete.

Whether you are populating the pick list manually or based on a Data Item, the report instance will have a custom pick list that displays only the values you choose when any user runs this report.

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