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Planview Customer Success Center

Report filter parameters are not passed on correctly to the linked report (Report Designer)

Symptoms:
Two reports are linked using 4 parameters: Project, Resource, Workgroup and Primary Function. When the linked report is opened the edit filter screen is shown. All filter values are shown correctly. However, when the linked report is executed it shows no result. If the same parameter values are reselected (by clicking in the value field and then reselecting the value from the list) then the report does show the correct result.

Reason:
Among the 4 fields used in linking two reports, the following 3 fields are custom fields on the data collection, therefore treated as ordinary text values with no corresponding GUID that can be passed to the filter page of the linked report: Resource, Workgroup, Primary Function

Only the field Project is passed to the filter page as it is linked to the project entity therefore has a corresponding GUID that can be passed to the linked report.


Resolution:
Replace the 3 custom report fields by the fields that come from a data provider (such as “Full Name” and “Workgroup” from the Resource provider). Such fields will be passed on to the filter page of the linked report, just as the Project Name, as they will have a corresponding entity ID that can be used in the linking process.