Include default search filters in adhoc reporting

Submitted by: Nicole Cadby

NEW FUNCTIONALITY: Client would like default search filters to be included in ad hoc reporting

CURRENT FUNCTIONALITY: Default serach filters are not a feautre of ad hoc reporting

REASON FOR FUNCTIONALITY: Client wants to be able to choose search criteria with ad hoc reporting

**BRIEF DESCRIPTION** Client needs assistance with default search filters not saving in GIFTS Online

**STEPS TO REPLICATE** 1) Log on to services3.gogiftsonline.com 2) Launch > report manager > requests 3) Select any ad hoc report > double click > filters > modify 4) Add any new filters > set as default 5) Generate the report 6) Repeat step 3 7) Notice that the filters you selected in step 4 do not appear

**TECHNICAL SUPPORT / TROUBLESHOOTING NOTES** Deleted filters via preference editor  defaultsearchfilters_7=AMOUNT,BANK_CODE,BANK_NAME,BRANCH,CHECK_NO,REQUEST_TYPE_STATUS  ran report, the filters defaulted back branch, request type Can update filters in standard reports, and they will stay. If I select those filters and then assign them a value, they stay. However, selecting a filter and leaving it blank will cause it to not appear on the search window, even if it appears in preferences If I open the report > settings > filters, I can add filters, set as default, and then save and close, and they still do not save. Please see the attached screenshots. Replicated on hnberger as well OCCURRENCES: ad hoc reports ALL USERS?: Y TEST OR PROD: prod CITRIX (Y/N): N DB: GO OS:  BROWSER:FF  OFFICE:  EXE DATES:

**LOCATION OF DATABASE** GO Sites

**HAS IT BEEN DUPLICATED BY TS??** Y

**TS PRIORITY & REASON** Medium, no loss of functionality

**CLIENT'S PRIORITY & REASON** Medium, no loss of functionality

  • Guest
  • Nov 24 2015
  • Reviewed: Voting Open
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  • Aaron Larkin commented
    January 28, 2016 15:05

    modified title; marked as reviewed