Field List

The Field List menu allows you to create Queries and Parameters used by the report.

Adding Parameters

Parameters can be directly added to the Report Designer from the Field List.

Navigate to the Field List within the Data Sources menu.
Click the + icon to add a parameter on Parameters section

Interface showing field list with parameters and an option to add more fields.

The Add Parameter window opens as shown below:

Form for adding a parameter with fields for name, description, and value settings.

4. Modify the parameter details as required. Parameter detail fields may include:

Name: Name of the parameter. This is internal only.
Description: Name the user sees when executing the report.
Visible: Toggles Visible/Invisible to users.
Multi Value: Determines if the parameter is multi-value, meaning that the user can provide multiple values or a single value.
Allow Null: Defines optional fields.
Tags: Help text to help explain why this parameter is being used.
Type: Defines the data type, e.g.; string, integer, decimal, etc.
Value: Defines the placeholder value that can be changed by the edited by the end user when running the report.
Value Source:
Expression:

Notes: The supported parameter types include: String, Date, Boolean, Integer, and Decimal.
Look-Up Settings are not supported.

5. After making changes, click OK to save the parameter or click Cancel to discard the parameter.

Parameters Example 1

Parameters can either be fixed or dynamic. The value of a dynamic parameter is determined by the user. While running a report, you are prompted to enter or select a value for the field. The value then determines how the report is created.

This example demonstrates how to create a dropdown menu of options, linked to a previously created choice list, for the user to select from.

Navigate to the Settings page. Under the Setup section, select Choice Lists. There is a list of Choice Lists to choose from. eCASE creates some system defined choice lists, but all choice lists can create a dropdown menu for filtering the data in a report.

Table displaying various choice list names and their corresponding internal names and statuses.

Instructions for user prompts and data filtering parameters in a report creation process. 2. Open a new report and navigate to the Field. Add the new parameter. In the pop up window, fill in the Name field. The Description field is where the formula will go to create the dropdown menu. The formula:

NOTE: 2 and 3 above are mandatory if adding a choice list

Keep Visible checked and click OK when finished.

Form for adding a parameter with fields for name, description, and value settings.

4.Next, add the Field List. Select Add New Data Source. Select Add Query. Create a SQL string that is conditioned on the parameter using a WHERE clause linking the database attribute to the parameter with a @ symbol (EX| @group). Then hit NEXT.

Data Source Wizard interface displaying SQL query input and navigation buttons.

Select Add to link the parameter created in the query to the parameter created under the Field List section. Click on “param1” to edit the fields. Name should match the name created/used in the previous step (without the “@” symbol). Type should be set to Expression, so the user can enter the desired value. Result Type should match the type of data stored on the database. Select the three dots in the Value field.

Remove the 0 on line 1. Click the arrow down next to Parameters. Double click on the parameter you created in the Field List. Then select OK.

Expression editor displaying parameters and functions with an OK button highlighted.

Then hit Finish.

NOTE: Link the report to the SQL command (step 5 from 4.8)

Now you can create the report designer to your needs.
Save the report. Navigate to the Reports section on the home screen.
Run your report

Settings for report designer B, including group selection for Admin role.

Dropdown menu displaying various user groups for selection in a form.

Click Show Report

List of users with their roles, accounts, and timestamps for administrative purposes.

Parameters Example 2

This example demonstrates how to create a report that is filtered to only show data between two dates.

Open a new report and navigate to the Field List tab on the tool bar, on the right side of the screen. Select Parameters and click add (+). A pop up appears to add a new parameter. Fill in the Name field. The Description field is what you are prompted with. The Type is Date. Value is the placeholder, which the user will change before running the report.

Form to add a date parameter with fields for name, description, and value.

Create the second parameter for the end date. Select Parameters and click add (+). A pop up window appears to add a new parameter. Fill in the Name field. The Description field is what you are prompted with. The Type is Date. Value is the placeholder, which the end user will change before running the report.

Form to add a parameter with fields for name, description, type, and value.

Next, add the Field List. Select Add New Data Source. Select Add Query. Create a SQL string that is conditioned on the parameter using a WHERE clause linking the database attribute to the parameter with an @ symbol (EX| @group). Then click NEXT.

Data Source Wizard interface for creating SQL queries with highlighted SQL string.

Select ADD to link the parameter created in the query to the parameter created under the Field List section. Click on “param1” to edit the fields. Name should match the name created/used in the previous step (without the “@” symbol). Type should be set to Expression, so the user can enter the desired value. Result Type should match the type of data stored on the database. Select the three dots in the Value field.

Configuration settings for a data source wizard with parameters for date expression.

Remove the 0 on line 1. Click the arrow down next to Parameters. Double click on the parameter you created in the Field List. Then select OK.

Expression editor displaying a start date variable and an OK button for confirmation.

Now repeat steps 4 & 5 for the end date. Then click Finish.

NOTE: Link the report to the SQL command (step 5 from 4.8)

Now you can create the report designer to your needs.
Save the report. Navigate to the Reports section on the home screen.
Run the report

Interface showing report parameters with highlighted 'Show Report' button and date fields.

Click Show Report

Table displaying folder information including IDs, owners, and active status.

Filtering Parameter/Attributes:

To filter parameters or attributes:

These steps refer to Parameters, however this applies if it is a Value or Property as well

Open the Properties tab and expand the Actions menu.

2. Click Filter String within the Properties tab. The Filter Editor window appears.

NOTE: The Filter String menu option is only available in the Actions menu if Report is selected in the Properties dropdown list, and a new Data Source has been added in the Field List menu.

Settings panel showing data source, member, and filter string options for a report.

3. Within the Filter Editor, click And to change to another set of conditions, if needed.

Filter editor displaying logical operators for creating search filters in a user interface.

4. Click the + beside the And button.

Filter editor interface showing options to add and modify filters with highlighted elements.

5. Select Add Condition to add a condition.

Filter editor interface showing options to add groups or conditions for filtering.

6. Modify the column, operator and right parameter based on the required conditions.

Filter editor interface showing email filter options and conditions for data selection.

7. Click OK after the parameter is configured.

NOTE: Multiple conditions can also be added by clicking the + beside the And button.

8. Click Finish.

Filter editor displaying conditions for USER_ID and EMAILID fields in a user interface.

Verify Parameters

The parameters added to a query are shown to the user for input in the Preview window. Provide the values to the parameters and then click Submit to view the filtered report.

Sample user report displaying email, names, user ID, and username fields.