As a report developer, you can specify the options that case managers have for setting or modifying filter conditions in the Report Viewer. Typically, filter conditions display above the report results in the Report Viewer. However, you can specify whether filter conditions display, whether case managers can edit filter conditions, and whether they are prompted to change filter parameters before a report runs.
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Open the report definition rule form for the report.
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On the Query tab, click the Gear icon for
each filter condition, and select an option from the Report Viewer
options menu:
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Allow any changes – You can edit or remove the filter
condition.
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Allow changes to values only – You can edit the filter
condition.
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Read-only, allow no changes – You can view but not edit or
remove the filter condition.
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Filter not visible in viewer – The filter is not displayed in
the Report Viewer.
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On the Report Viewer tab in the User
actions section, select the check boxes for the filter behaviors that you
want. Options include:
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Prompt for filter changes before displaying report – Prompts
the case manager running the report for changes to the filter parameters before the
report runs. A form displays the default values that you set for each parameter, and
depending on the Report Viewer options for each filter
condition, managers can update the values. Changes apply to only that instance of the
report.
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Display report filters – Displays the filter conditions in the
Report Viewer. This option is selected by default.
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Enable filter changes – Enables you to modify filter conditions
that are editable. This option is available if the Display report
filters check box is selected.
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From the Actions menu, select Run to run
the report and view your changes in the Report Viewer.