Save a report with filters - HxGN SDx - Update 63 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
Product
HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

You can configure a saved report to prompt you for criteria for one or more properties every time you run the report. This feature allows you to create one saved report that can be used to return different sets of results, based on the criteria provided.

  1. Create a report, and configure the information that will appear in it, as described in the Create a new report procedure.

  2. Find the row with the property on which you want to filters the results, and click in the Prompt column to change False to True. Repeat this step for each property you want to filter on.

    SHARED Tip Do not provide any filtering criteria in the Criteria column for a property you want to be prompted for.

  3. Click Apply, and check to make sure that you are prompted for a value for the property or properties and that the report appears as you intended. If necessary, return to the Report Definition dialog box and make changes to the included properties, sorting, or filtering.

  4. Click Save on the Report Definition dialog box.

  5. Provide a name for the report so that you can search for it later when you want to use it again.

You can set the report to prompt you for criteria for multiple properties. However, results returned must meet all the criteria provided. Criteria for multiple properties are treated as AND operations. For more information about using criteria to filter the results of a report, see Define filter criteria for an Adhoc report.