FastTrack360 Version 12 Online Help

Add Pass Parameters to Custom Reports

Where a Report is required for display with data filtered, for example a report is required to display in the Dashboard, filtered to the logged in user's Data Groups - pass parameters need to be added to your custom SQL query in the Stimulsoft report tool.  To create and manage reports using the Stimulsoft tool, users need permission to Maintenance > Security > Report Designer.  To open the tool, click Reports in the left hand menu, then Edit or Add to open or create a report.

To achieve this the following Reserve Words can be utilised:

Record

Limit Result To

Reserve Word

Dashboard

Logged in user

LoggedInUserID

Candidate

Candidate

EntityId, LoggedInUserID

Parent

Parent

EntityId, LoggedInUserID

Client

Client

EntityId, LoggedInUserID

Cost Centre

Cost Centre

EntityId, LoggedInUserID

Contact

Contact

EntityId, LoggedInUserID

Temp Job

Temp Job

EntityId, LoggedInUserID

Perm Job

Perm Job

EntityId, LoggedInUserID

Contact Job

Contact Job

EntityId, LoggedInUserID


Parameters (reserve words) can only be added to Custom Reports (custom SQL query).  Below is an example of a pass parameter setup for a Job Order report to filter the Job data specific to the logged in user, where the user is the Job Owner:

 

When using pass parameters, you need to test your report in view mode and not via the editor preview.

If you wish to create a report using hotlinks and you do not have a user that is familiar with report writing, please contact your Account Manager or Professional Services.



 



Classification-Public