Input controls are a major part of reporting, understanding how to effectively use the tool will make the reporting process easier
*Custom Input Controls can only be saved in reports that were created by the user (predefined reports do not allow custom input controls to be saved). See 'NOTE' in step 5 for more information.
1. Navigate to the reporting portal
2. Within the home page of the reporting portal, select 'Reports' under the Reports subsection
3. Select a report to filter using Input Controls.
Save custom Input Controls configuration
4. Define Input control parameters by specifying relevant fields (Date, Order Status etc.)
5. Click Save
The Save button will not be available for predefined reports. To save custom Input Controls for predefined reports, you will need to save the predefined reports in a different name and then access the input controls for the newly saved report. More Information on saving reports can be found in 'Create and Save a report'
6. Enter the name for the Custom Input Controls configuration in the pop up window
7. Click 'Save'
8. Click on the dropdown at the top of the Input Controls menu to view Saved Custom Input Controls.
To save multiple custom Input Control configurations:
9. Click on the dropdown at the top of the Input Controls menu to view saved Custom Input Controls.
10. Select '~~None~~' from the dropdown options
11. Repeat steps 4 - 7
12. Click 'OK' to apply and close the Input Controls window
Tips and Troubleshooting:
To open up the Input Controls window again click on the
icon on the menu.
