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Report Desk: CheckBoxes

Release Date: TBD
Version 8.6

When to Use a CheckBox Instead of a Column

Sometimes, you may want to give the user a Yes-or-No option to include some information in a report.  For example, you might want to generally exclude records with a balance of zero, but give the user the option to include those records.  It would be awkward to select a column like COM_DUE_OR_AMT_PAID and ask the user to enter a value, like zero, that would include or exclude those values.  This is where a CheckBox is handy.

How to Use a CheckBox

To include a CheckBox in the input parameter Screen, expand the [CheckBox] node in the treeview (see lower red box below) and drag the [New CheckBox] node to the desired row in the Where grid.  Then click in the prompt area (upper red box) and change the prompt:

After changing the prompt to something like "Include Zero Amount Commissions?", click on the Info icon to bring up the dialog for changing the CheckBox properties:

First, you probably will want to change the name of the column.  (It is for readability during design only.)  Names must be unique within the gridview Column, must not contain spaces, and must not start with "[" nor end with "]."

Then, enter the desired WHERE phrase and select either Checked or Unchecked in the area titled Include the WHERE phrase when the Checkbox is:

In this example, the WHERE phrase will be added to the SQL SELECT statement when the CheckBox on the input parameters screen is not checked.  

You may also indicate whether the CheckBox is checked or unchecked by default.

Press OK to save the properties, or press Cancel to ignore your changes.

After making this change, the input parameters screen looks like this:


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