How can I have a report display on a form?

Blair5
Tera Guru

I have a requirement to display a metric report on a form. I understand I can have a UI macro added to the form through a formatter, but how do I get the report to render within the macro? Is this possible?

1 ACCEPTED SOLUTION

If you configure the form layout there is an option in the available column labeled * Chart.   If you add that to the form and save the configuration when you go back to the form you will have the option to add a report to the form.   It looks like you can add any report that you want.   There are even some options there for modifying the report based on values on the form, although I haven't used those so I don't know how exactly they work.


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- Steve


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8 REPLIES 8

That's so cool


Stephen,



I've added a chart to my form, but I need to go a step further. There is a report qualifier, but I'm unsure what this means. There isn't anything on the wiki about chart forms except how to add them to a form. I want the data in the report to be dynamic based upon the name in the form.



Requirement:


The Service Portfolio has a list of all Services. I want to show the SLAs based on the actual service (matching on the RITM) Any idea?


Blair,



I haven't seen any documentation on this either.   It looks like you can use the "Report Condition Extension" tab to add a filter to the report where one field on the report table matches one field on the current form.   The other options is to use the "Advanced Condition Extension" tab and write an encoded query that will be added to the conditions on the report.   You can use a javascript or even a script include to create the encoded query that will be applied to the report when the form loads.   I put:



javascript:'priority=' + current.priority;



into the report qualifier field on the advanced tab and it limited the chart I had to only show incidents with the same priority level as the current incident.   The up side of the Report Condition Extension is that it seemed to update the chart immediately when the field changed.   The Advanced Condition only updated when the form reloaded.



Again, I haven't seen any documentation on how any of that is supposed to work, these are just my observations.   I hope that helps.



- Steve


Steve,



Yes that helps a lot. Thank you very much.