filter component created On CSM/FSM Workspace not applying on the reports

Aakriti Jain
Tera Contributor

‎10-18-2024 12:28 AM

Hi All,

The requirement is to have interactive filters for the reports present on CSM/FSM workspace. I have created a filter component on the same table as the report and in report configuration the checkboxes "follow the report" is also true.

But when applying the filter the report data is not changing.

Any leads would be highly appreciated .

Thank you

 #csm  #filtersfilterCSM.png

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esther598
Mega Expert

‎10-18-2024 01:43 AM - edited ‎10-20-2024 10:28 PM

Hello,

Filter Configuration:

Ensure that the filter component is correctly configured to reference the same data source as the report.
Check that the fields in the filter are appropriately mapped to the corresponding fields in the report.
Data Binding:     Your Texas Benefits Learn

Verify that the filter is bound to the report. Sometimes, the binding might not be set correctly, preventing data updates.
Make sure that the report's data source is dynamic and can respond to changes in the filter values.
Follow the Report Checkbox:

Since you mentioned that the "follow the report" option is enabled, double-check that the correct report is selected for this filter component.
Ensure that the filters are set to update in real-time as the checkboxes are toggled.
Report Refresh:

Confirm that the report is set to refresh automatically when a filter is applied. If not, you may need to add a refresh function to the report configuration.
Inspect Console/Logs:

Check for any errors or warnings in the browser's developer console. Sometimes, JavaScript errors can prevent components from updating.
Look at any server logs to see if there are issues with data retrieval or filter application.
Test with Simple Filters:

Try applying simple filters (e.g., a single checkbox or dropdown) to see if they work individually. This can help isolate the issue.
Documentation/Support:

Consult the documentation for your CSM/FSM platform to see if there are any specific requirements or limitations for interactive filters.
If the issue persists, consider reaching out to the platform's support or community forums for assistance.
Permissions:

Ensure that you have the necessary permissions to modify and view the data in the reports.
Caching Issues:

Sometimes, caching can cause issues with dynamic components. Clear your browser cache or check if the platform has a caching mechanism that needs to be adjusted.
By following these steps, you should be able to identify and resolve the issue with your interactive filters. If you have any additional context or error messages, feel free to share for more specific guidance!
Best Regards
amy

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