You can link ShareDo reports together interactively. So clicking on something on one report will filter the results in another. And not just reports, you can filter list views when something is selected in a report as well and vice versa. Reports and lists that interact with each other need to be on the screen. For example, on a dashboard, radar, portal.
Example Interactive Reports & Lists
An example of this can be seen on the Workbench My Matters. When you first go into this screen the Breakdown by phase report on the Radar doesn't display a report, it informs you that you need to “Click on a work type in Breakdown by type”, which is the report to the left. Also the My Matters list view displays all of My Matters.
Example Interactive Reports & Lists
If you click on any of the types in Breakdown by type report, either on a type in the list or on a section on the chart, the Breakdown by phase report displays for that type, and the My Matters list view filters by that type.
When you click on a type, that section of the chart jumps out so you know what is selected and therefore being displayed on the other report.
As well as reports being interactive to list views, the list view is also interactive with the report. For example, if this List is filtered by Real Estate Matters, the report is filtered as well.
If you want the report or list to return to the original display, clear the filters in the list view.
Configuration
In Modeller you can see how this is configured.
Report Dependencies
Using the example above, the Breakdown by phase report is dependent on the user clicking a type on the Breakdown by type report. This is configured in the Breakdown by phase report.
Field dependency
Click to see example of Data Source Blade. Click again to close.
| Column field IDs that are required: |
The field that needs to be selected to build the report. To find the name of the field:
 |
| Placeholder message: | This is the message that displays on the report before the user has clicked on the dependency. This should tell them exactly what to click on. |
Report & List View Dependency
To identify which report a report or list is dependent on, you have to group them together using the same Topic Name.
Where you do this depends on whether the reports/lists are linking on a Portal screen or on a Dashboard
Portal
Modeller > Forms and View > Portal Editor
Edit each report & list view widget that have dependencies on each other. At the bottom of each pane there is Messaging section with a Topic Name field. Enter the same name into them all.
If you copy and paste the name, sometimes it can add a space at the end, make sure you remove this to ensure all names are match.
Dashboard
Modeller > Reports > Edit Dashboard > Edit each report
In Messaging section at the end of each report enter the same name into them all. See note above.
