Report Query Variables

A report query variable is a variable that is used to filter data source queries at the report level. The value of the variable can be overridden to filter the result set for all report objects referencing that query. The value of the variable can be overridden to filter the result set for all report objects referencing that query in CDM.

Create a Report Query Variable

1. Open the report that you want to work with.
2. Click Home > Report Query Variables. The Manage Query Variables window appears.
3. In the left pane, select an application query variable and click the arrow or drag the variable into the right pane. The Edit window appears for you to edit the variable according to your report requirement.
4. Edit the value and comment of the variable.
5. Select the Allows Override checkbox to allow report object query variables to override this variable.
6. Select the Visible on Rollforward checkbox to allow this variable to be available for the Rollforward and Cascade operations.
7. Click OK to create the variable.

Note: If you do not have the Manage Query Variables application permission, when you add a query variable that is locked to a report, CDM adds it directly without displaying the Edit window.

Edit a Report Query Variable

1. Open the report that you want to work with.
2. Click Home > Report Query Variables
3. In the Manage Query Variables window, double-click the report query variable you want to edit in the right pane.
4. Modify the report query variable contents and click OK to save your changes.

Note: You cannot edit a locked query variable if you do not have the Manage Query Variables application permission.

Delete a Report Query Variable

If you no longer need a report query variable, you can delete it.

Important: A report query variable can be deleted only if it is not currently overridden at the report object level. If you delete a report query variable, you cannot undo your action. Proceed with caution.

To delete a report query variable:

1. Open the report that you want to work with.
2. Click Home > Report Query Variables.
3. In the Manage Query Variables window, select a report query variable in the right pane and click the arrow or drag the variable into the left pane.
4. Click OK to delete the report query variable.