Passing parameters to another report

When you link from one report to another, you can selectively pass dimensions and metrics in the drilldown links.

  1. Open the report for editing in DMI.

    • To create a new report, in the CAS menu, open DMI and select New report, and then click and select Report definition.
    • To edit an existing report, on the report on the CAS, click , and select Edit report.
  2. Select the Drilldown links tab.

  3. In the List of links section, define the action that will open a link from your report:

    • In the Select clickable element list, select the item your report that will become an active link to another report.
    • Click Add new link to add a link.
    • If you are instead editing an existing link, select the item from the Select clickable element list to display the existing link, and then click in the Edit column of the existing link to display the link details and editing options.
  4. In the Target box, you need to provide the name of the report your link will open. Type a search string until you find the right report, then click the full name of the report to select it.

    Target box

    One of the available targets is Custom report item, which enables you to define a drilldown link to any report server. To define a link to a custom report:

    1. In the URL field, type the server URL preceded by the protocol through which your report server is accessible.
    2. Optional: In the Parameters field, type the URL parameters.
    3. Optional: In the Apply as field, type the dimension name that will be send to the drilldown report.
  5. Optional: Define filters to be applied to the target report. For more information, see Defining filters on links and tabs.

  6. Optional: Set the visibility of the link. For more information, see Conditional visibility of report elements.

  7. In the Passing filters list, select what you want to pass to the target report.

    • Pass all dimension and filter values as filters to target report
    • Keep the current state (filter values) of this report
    • Do not pass anything to the target report by default
  8. In the Time range section, set the time range options.

  9. In the Custom rules section, click Add new rule to add a rule that fine-tunes the context passed to the target report. Each rule has a status indicator: = incomplete rule definition, = conflicting actions, and = rule definition is valid and ready to go.

  10. For each new rule, define an action and parameters for that action.

    1. Action
      Determines the basic action that will happen according to this rule. You can define multiple rules for each link.
      • Not selected
        No rule (rule is inactive).
      • Set
        Set a dimension.
        You will select the dimension in the Filter column.
      • Set metric
        Set a metric.
        You will select the metric in the Filter column.
      • Do not pass anything to
        Set nothing.
      • Clear value of dimension
        Clear the selected dimension.
      • Clear value of metric
        Clear the selected metric.
    2. Filter
      Determines the dimension or metric to which this action applies (the dimension or metric that will be set, cleared, or left as is).
      • Select a dimension or metric from the list.
      • The list available to you depends on the dimensions and metrics you selected on the Data tab.
    3. Section
      Determines whether this command applies to all sections of the report or to just a selected section.
    4. Value
      If this is a Set or Set metric command, this is the value that will be applied.
      • For Set metric, you can use the following operators:
        >, >=, <, <=, =, !=
        To filter by data, the condition must be prefixed by ‘(data)’.
        To enter multiple conditions, separate them with && pairs.
  11. Click OK to close this section of the screen.
    If you need to remove a rule, click Delete for that rule.