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Value Entry Method

Define the way the user should provide values for the filter. There are two available options:

• Manual User Entry: allows the user to type in values the entry fields.
• Value List Selection: provides a list of pre-defined dimension values for the user to select from.

Allow Prompt

This option is only available for the Manual User Entry option and allows users to prompt the database for a list of values to select from at the time of viewing the report.
Note: it is recommended that the user prompt option be disabled if your data set has too many variables that , as it may take some time for the values to be returned.

CSV Entry

This option is only available for the Manual User Entry option and allows users to enter values for the filter with the use of a .csv file.

Value List Setup

Define which method of providing a list of values you will use. There are three options:

• Reference Codes: create a list of values for the user to select from based on the Org Ref Code applied to the filter. See Reference Code Use for more information.
• Cached Values: create a list of values by caching the current contents of the field in the database.
• Custom Query: create a list of values by caching the current contents of the field in the database using a custom SQL query.

Sort

Define the sort order for the list of values as ascending or descending.

Default Value

Define the default value(s) to be used for the filter when the report is initially loaded. (Optional).