thankQ Help

In this report we want to be able to select several source codes, ledger codes and payment types.

For this reason the parameters are going to be from the lookup tables.

1.Right Click on Parameters from Field List

2.Select Add Parameters

3.Enter a Name e.g. Source

4.Enter a Description e.g. Source(s)

5.Select String from Type

6.Click Supports the collection of standard values

7.Click Allow multiple values

8.Select sqlDataSource1 for Data Source

9.Select the Source Code Lookup Table for Data Member

10.Select the lookup table Source Code value for Value Member

11.Select the lookup table Source Code value for Display Member

12.Click OK

13.Repeat the steps to create a Payment Type parameter with the lookup table

14.Repeat the steps to create a Ledger Code parameter with the lookup table

15.Repeat the steps to create a FromDate and a ToDate

16.Click and then Right click on sqlDataSource1 from Report Explorer

17.Select Manage Queries

18.Click on the … ellipsis beside View_DonationsSourceDestination at Manage Queries

19.Click Run Query Builder

20.Click Filter on the Query Builder form

21.Make sure there is a tick in the box beside Select only so only the top 100 records are selected while testing

22.Add a filter for the Date From and To, Source code, Ledger Code and Payment Type binding them to the parameters

23.Click OK on Filter Editor

24.Click OK on Query Builder

25.Click Next on Query Editor

26.Click Finish on Query Editor

27.Click OK on Manage Queries

28.Save the report

29.Click Print Preview tab

30.Select a Source code and Payment Type and click Submit

Example of Report which needs additional grouping