Adding Studio Reports Parameters

Adding Studio Reports Parameters

Applies to: Kyvos Reporting


You can define a new report parameter on the Parameter Details screen. This screen is accessed by navigating to Tools > Parameters and clicking Add.

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The table below describes each field available on the Parameter Details screen:

Property

Description

Property

Description

Name

A unique name used to reference the parameter in the report layout and SQL using <%ParameterName%>. Example: Date.

Prompt

The label that appears on the parameter input form at runtime. Example: Product Date.

Data Type

Specifies the type of input expected for this parameter. Supported types:

  • CHAR: Accepts alphanumeric and special characters (Input tools: Text box, List box, Multi-select list box).

  • NUMBER: Accepts numeric values only (Input tool: Text box).-

  • DATE: Accepts date inputs; supports date parts and predefined variables (e.g., MONTH_START_DATE, CURRENT_DATE).

  • BOOLEAN: Accepts true/false (Input tool: Checkbox).

Size

Maximum length (characters or digits) allowed for the parameter value.

Format

Format string to define the input format. Click the Format button to launch the Data Format dialog. Format examples:

  • dd-MMM-yyyy → 26-Dec-2025

  • hh:mm:ss → 17:46:13

  • ##,###.##;(##,###.##) → Positive/negative number format

Note
Separate formats for positive and negative numbers using ;.

Prompt Format

Format to be applied while displaying the prompt input box.

Default Value

The value pre-filled in the parameter input field. For multi-select parameters, multiple values can be selected. For date-type parameters, predefined variables such as CURRENT_DATE can be used.

Database Time Zone

Specifies the time zone in which the database stores date/time values. Options include:- CURRENT_DATE- MONTH_START_DATE- YEAR_START_DATESupports arithmetic expressions like CURRENT_DATE + 3 or MONTH_START_DATE - 5 to set relative dates.

User Time Zone

Specifies the user’s time zone for accurate time zone conversion. Options include:- SYS_USER_TZ – Runtime user’s time zone- SYS_SERVER_TZ – Server’s configured time zone

Prompt User Time Zone

When selected, the user will be prompted to select a time zone at runtime while entering the parameter value.

Note
Time zone conversion requires both the Database Time Zone and User Time Zone to be defined.

Additional Parameter Configuration

The Parameter Details screen provides extended configuration options to control runtime behavior, input constraints, and value sourcing.

General Properties

Property

Description

Property

Description

Description

Enter an informative note or help text for the parameter. It appears as a tooltip icon () on the parameter input form and on Save/Open Parameter Object screens.

Mandatory

Select this check box to make the parameter mandatory. If the user tries to run the report without providing a value, an error message is displayed.

Visible

If selected, the parameter is displayed on the input form. Set to false for hidden parameters like drill-down links or data security fields.

Enable

If selected, the parameter appears enabled for input. This setting can be controlled dynamically through scripting.

Secure

If selected, the values passed for this parameter are secured (not exposed in URLs or logs).

Pass Values Using Table

This option is used when you need to pass a large set of values that may exceed SQL or stored procedure limits.

Sub-Property

Description

Sub-Property

Description

Maximum Selectable

The maximum number of values allowed for the parameter.

Enclosed By

Character used to enclose each value. Depends on the database.

Separator

Character used to separate multiple values. Depends on the database.

Value Restrictions

Property

Description

Property

Description

Restrict to List

When selected (default), users can only choose from available list values. Applicable for Dropdown input type.

Data Restriction

(Visible to Super Admin only) Allows assigning specific parameter values to specific users or organizations. For example:- Tom: Central, West- John: East, AlaskaConfigured under Manage Users > Modify > Data Restriction in the web portal.⚠️ Enabled only for referenced parameters. To edit, open the parameter via the portal.

Input Type

The Input Type defines how end users provide parameter values:

Input Type

Control Type

Usage

Input Type

Control Type

Usage

Edit Text

Textbox

Free text entry

Dropdown

Multi-select list box

Select one or more values

Options

Radio buttons

Select one option

Slider

Range input

Select a range using slider control

Checkbox (Boolean)

Checkbox

Select/deselect

Boolean Parameter Setup:

  • Set data type as Boolean.

  • Specify values to be passed when checkbox is checked and unchecked.

Dropdown Source (Combo or Option)

Used when the parameter input type is Dropdown or Options.

Predefined Values

  1. Under Dropdown Source, select Pre Defined.

  2. In Display, enter the label shown to the user.

  3. In Value, enter the value passed as filter.

  4. Click Add (+) to include it in the list.

  5. Use Edit (✏️) or Delete (🗑️) to modify entries.

Dynamic Values

  1. Under Dropdown Source, select Dynamic.

  2. Enter an SQL query to fetch data dynamically.

  3. Use SQL Designer if needed.

  4. Click Verify SQL to validate and fetch result fields.

  5. In Display Column, select the field to show.

  6. In Value Column, select the field to use as filter input.

  7. In Display Parameter Name, enter the parameter name used as a control on a report.

More Properties

Property

Description

Property

Description

Multi-Selectmulti-select

Enables selection of multiple values for the parameter. Useful for parameters like Country Name, where multiple selections may be needed.

Maximum Selectable

Sets a limit on the number of values that can be selected for a multi-select parameter.

Enclosed By

Character used to enclose values. This depends on database requirements.

Separator

Character used to separate multiple values. This depends on database requirements.

Default Value - Selected

Lets you preselect specific values to appear as selected at runtime.

Default Value - All

All values appear as selected by default.

Default Value - None

No value is selected by default at runtime.

Search - Input Type

Set to Dropdown to enable selection from predefined values.

Search - Dropdown Source

Set to SQL and specify a query to fetch values dynamically.

Quick Search

Enables filtering of values using a keyword. Requires minimum key length.

Advanced Search

Allows filtering using multiple columns, data types, operators, and values. Filtered values appear under the Result tab.

Search - Column Name / Data Type / Prompt / Operator / Values

Define columns and conditions for search. The result set will update based on provided criteria.

Tree Viewtree-view

Displays hierarchical parameter values, such as City → State → Country.

Tree View - Source Type

Choose Flat or Hierarchical based on the structure of your data.

Tree View - Flat

Use when parameter values are in a flat structure. Configure nodes in Tree View Details and leaf in Dropdown Source.

Tree View - Hierarchical

Use when the database supports hierarchical relationships. Requires fields like NODEID, PARENTNODEID, NODELEVEL, and NODEVALUE.

Link

Link this parameter to another parameter. The values in the dropdown are filtered based on values selected in the linked parameter.

Link - SQL Reference

Reference other parameters using <%ParameterName%> in the SQL. Example: SELECT CityNM FROM FinData WHERE FinState = <%State%>

Validation - Allowed/Invalid Characters

Specify valid or invalid characters, numbers, or dates.

Validation - Allowable/Invalid Range

Define acceptable range of values. Can be numeric, character-based (Unicode), or date-based.

Validation - Numeric Range

Use From/To fields to specify valid number range. Supports positive, negative, and decimal values.

Validation - Character Set

Select allowed characters from the Character Set dialog or specify Unicode ranges.

Validation - Date Range

Specify fixed dates or select from options like CURRENT_DATE, MONTH_START_DATE, YEAR_START_DATE. Use From/To fields to define range.

Validation Script

Add custom validation using script. Triggered on parameter change. Script returns True (valid) or False (invalid).

Script Execution

Triggered on input changes (text input, dropdown, checkbox, etc.). For scheduled reports, the script runs at schedule creation time, not at runtime.

Script Behavior

Can show error messages, disable other parameters, and reload affected parameters. Scripts can read other parameters and global business parameters (read-only).

 

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