Best practice forum (Archived)

Building reports with predefined filter selections

 
BennettLyn
Building reports with predefined filter selections
BennettLyn 发表于 2018年12月11日 Tuesday 13:48
 

Hi,

We would like to build a report where the report builder can make visible data that meets a specific filter selection. And, which the viewer can't change. For example we want to report on upcoming events that are of the Overall Status= Upcoming, without the viewer being able to see or select other statuses, such as cancelled. Is this possible (I haven't found it if it is).

Thanks,

Lyn 

HoldenWesley
Re: Building reports with predefined filter selections
HoldenWesley 发表于 2018年12月12日 Wednesday 13:52
 

Hi Lyn,

There is not a way to set a report to have a certain filter set when the report is first run. The closest you would get would be by setting up a saved search that uses the filter, and then providing the link to that report, with the saved search enabled. The URL would look something like this: https://mytotarasite.com/totara/reportbuilder/report.php?id=234&sid=63 You could setup a main menu item that launches that link or add a Report Table block that could launch the report with the saved query in place.

If the user does access the full report though, they will still have access to change the filters.

Thanks,

Wes


BennettLyn
Re: Building reports with predefined filter selections
BennettLyn 发表于 2018年12月17日 Monday 08:38
 

Hi Wes,


Thank you! This may solve the problem until pre-set filters can become a feature of Reports :-)


Thanks,

Lyn