Building Prompts

Introduction

A prompt is a mechanism by which a report can be narrowed in scope at the time it is refreshed. This scope can be adjusted by each user and for each refresh independently, as long as they have the access rights to run the report.

Prompts are a very good way to make reports flexible and dynamic when you run them, but the prompts must be built in at the Query Panel stage by a report writer. 

For more information about how prompts look like at the time of refreshing, please see the Filling In Prompts Guide.

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Step-by-Step Guide

Building Prompts

1. Create a new report (or, edit an existing report).

2. Create your filter by dragging and dropping the object into the Report Filters box.

3. Choose the operator that you want to use (or leave the operator as the default In List).

4. Click on the filter-options button at the very end of the filter. In the drop-down menu, select "Prompt".

Screenshot of InfoView showing filter options and the location of the

5. You'll notice that the text-box automatically filled with text. This is the text in the prompts window used to ask users to enter information. If you want the message to be something other than the default, it can be changed here.

Screenshot of InfoView filter as a prompt

6. You'll notice also that an extra button appeared after the text box but before the filter options menu that we used above.

Screenshot of InfoView filter as a prompt with location of prompt options button highlighted

This button gives you prompt-specific options, including a way to make the prompt optional. Required prompts must be filled out or the report will not run.

Note: It is possible to make all of your prompts optional, but this is not recommended!

Screenshot of InfoView prompt options window