Query Studio / Report Studio

Report Details: Report Options

Report authors can create reports that require user input before they can be run. You can add prompts to a report to add interactivity for users. Prompts act as questions that help users to customize the information in a report to suit their own needs. For reports with prompts, you can set default values to be used for these prompts from the Report Options tab in the report details window.

Using default prompt values allows you to use one report saved multiple times using different prompts to return data relevant to different business areas. For example, you could create a report that reports on project status and has a prompt to filter by project type. You could have the IT projects type selected as the default prompt and then save that report and make it available to your IT project manager so they can keep track of their projects. You could do the same for your Operations group by using a different project type as the default prompt and saving a copy of the report for those users to access.

The Report Options window allows you to set default prompts for your report. If there are no prompts this will be indicated on the page.

Note: Currently only reports with simple prompts can have default values selected. Unsupported prompt types include: Cascading prompts, and Search & Select prompts.

To Set Default Prompt Values:

Open the Reports application.
From the list of reports click the Actions icon next to the report whose schedule you want to edit, then click Details.
The Report Details window opens.
Click on the Report Options tab.
Below Prompt Values, click Set.
If there are no prompts in the report you will see "There are no prompts to set"
Select the default value(s) for the report.
Click Finish.
The prompt name and the selected values are now displayed below Prompt Values.
Select Prompt for values if you want to allow the user to select values. If this is not selected, the report will run using the values selected.
Click Save.