Adding Parameters

Once you have uploaded your new report, the 'Add New Parameter' button will appear below the details of the report.

Preconditions:

Once a new report has been uploaded, the ‘Add New Parameter’ button will be displayed.

STEP 1: Click the 'Add New Parameter' button and add new parameters to the report.  These new parameters are the filters which would be displayed within the report filter section.

STEP 2: Update the relevant fields within the parameter table and click 'Update'.

For SSRS report only, make sure you 'Save' once you are done updating. If you are uploading SSRS report, do not click 'Save'.

STEP 3: Add the Sort order number and check the 'Show all' tick box if you need the 'show all' option to be available for the parameter.

STEP 4: Once you have entered all information click 'Add'.

Parameter Table:

Field

Selection

Mandatory/Optional

Name

Select the parameter name from the existing list of parameters within the system.

For example, if your reports needs a ‘Business Unit’ filter you can select the name ‘Business Unit’ from the dropdown.

NOTE:

This dropdown only lists the existing list of parameters which are being used in the system. If the user requires a completely new parameter, it should be notified to CAMMS.

Mandatory

Parameters

Enter the same parameter name used within the ‘Parameter Fields’ of your Crystal/SSRS report, for the selected parameter.

NOTE:

Multiple parameters can be added as comma separated values. i.e. Date From, Date To.

Mandatory

Parameter Name

Enter the parameter name which needs to be displayed within the report filter page (report preview area of the application).

The report parameter field names should be entered into the parameters field with no spaces. A space is added automatically when the parameter is added, however ensure you remove this.

NOTE:

If this field is left blank, the ‘Name’ value of the parameter would be used by default within the report filter page.

Optional

Default Values

Select a default value to be loaded for the parameter, when being displayed within the report filter page.

NOTE:

·  The user must save the parameter prior to using this option and then click on ‘Edit’ to enable editing of this field.

·  User will be presented with a pop-up which loads the parameter and its respective values. User can select a preferred default value and ‘Save’.

· The ‘Clear Default Values’ tick box available within this pop-up screen allows to reset the value.

Optional

Hide

If ticked, the parameter will be hidden within the report filter page.

If unticked, the parameter will be displayed within the report filter page.

NOTE:

This will only be applicable if a ‘Default Value’ has been set for the parameter. Else the user will be requested to set a ‘Default Value’ prior to hiding the parameter.

Optional

Sort Order

Enter the order of the display of parameters within the report filter page.

Mandatory

Show All

Tick the box, if the parameter is a dropdown and if you require the ‘Show All’ option to be available.

Optional

 

NOTE: The System Period and User ID parameters are automatically passed from the system to the reports and do not need to be added manually.

A parameter quick reference sheet is available here.

 

The System Period parameter is automatically filtered by the application and does not need to be added manually.

 

 

 

 

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Last revised: November 26, 2017