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Report Navigation in C4C

This blog explains the main technical details you need to know in order to use the feature ‘report navigation’. Report navigation allows you to navigate from one view to another within the same report and passing parameters from the first view – or navigate from one report to another by passing parameters from the first report.

By using this feature

– You can define drill down reports

– Keep reports simple by showing only relevant date based on your selection

– reduce performance if you only show the ‘relevant ‘ fields in the result list based on your previous selections

Good to Know:

Report navigation does only work (or can be tested by you as the administrator) if a report is assigned either to a workcenter you have access rights or to a role you are assigned to (if role based access restrictions for reports are switched on in fine-tuning)

Examples for report navigations are:

Use case 1

You have created one report with multiple views A,B,C .

You want to navigate from view A to view B.

In view B you only want to see data related to the selection you have already done in view A.

From B you want to navigate to C and again you want to consider your previous selections.

Use case 2

You have created 3 reports X,Y,Z.

You want to navigate from report X to report Y.

In In report Y you only want to see data related to the selection you have already done in report X.

From Y you want to navigate to Z and again you want to consider your previous selections.

Please check the following blog for an example on how to set up the navigation in detail.

Report Navigation in C4C – Example

How to configure the navigation

1.  Prerequisite 1 : You have to define your reports / views

2.  Prerequisite 2 : Assign reports

3.  Create navigation target

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Mark the report you want to navigate to from another report and choose ‘report navigation’

If you want to navigate from one view to another view of the same report- choose the report with these views.

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Choose the view you want to navigate to via this configuration and name the Navigation accordingly

4. Define source report

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Add the source report from which you start your navigation

5.    Define which parameters have to be passed to the report/view you want to navigate

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As a result all fields which are defined as characteristics in your report are listed in section 1 ‘characteristics’

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All fields which are defined as variables are listed in section 2 ‘variables’

Difference between section 1 and 2 is

If you only want to consider the selection of values when you navigate to the target report without also passing the selection parameter- do the mapping in section 1

If you also want to pass the selection parameters- do the mapping in section 2.

Difference between columns ‘source report characteristics’ & source report variables’

If a field is defined in the report definition only as variable -> do the mapping in source report variables

If a field is only defined as characteristic in the report definition -> do the mapping in source report characteristics

If a field is defined as characteristics & variable in the report definition -> does not matter which one you map

If a variable has a default in the report definition you can set the default flag and no mapping required

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2 Comments

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  1. Christoforos Verras

    Hi, @ralf.kammerer

    Do you know whether it is possible to merge 2 or more existing reports into one report?

    And moreover, if it is possible to create a report without duplicate records?
    Something like a joined data source for example.

    BR,
    .CV

    (0) 

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