Use of Profile Values in a Report

In some instances it may provide useful to include values from the SAI360 User Profile in a report. For example:

Report was run by: CITIZEN, John, Risk Manager

Here are the steps how necessary to include a User Profile in Reports:

If you want to ...

Perform these steps ...

Identify which profile values are available in your SAI360 database.

To find out which Profile values CAN be included in a report,

  • navigate to Main Menu Menu path separator Admin Menu path separator Profiles
  • note down the Profile Names, for example:
    - Department
    - Area
    - Person
  • Any of these profile values can be referenced in a report as an "Environmental Variable".
  • The syntax is:
    =ENV("session:Profile_<NameOfProfile>")
  • Example:
    =ENV("session:Profile_Person")

Add a profile value to a report.

To include a profile value in a report, edit the report in the Report Designer and

  • Add a "Text Field"
  • To add the expression, select Attributes Menu path separator common Menu path separator value.
  • Click on the '+' sign next to value.

Edit the Expressions

Create the expression as follows:

  • Make sure that the field "Selected Expression" = Open Formula (Common)
  • Paste the following string into the edit window:

    =ENV("session:Profile_<NameOfProfile>")
  • Update the placeholders for NameOfProfile with the name of the profile you intend to use, for example

    =ENV("session:Profile_Person")
  • Click OK

Make the report available in SAI360.

Since a SAI360 system variable is used, you cannot test the hyperlink directly in the Report Designer. You will need to publish this report first, and then test it in the SAI360 Web Application.

Test the report.

Run the report in the SAI360 Web Application.

The configuration is correct when the report shows the value of the profile.

See Also

Use of the SAI360 BI Report Designer

Using Database Tables as Source

Using Cubes/Schemas as Source

Building a Report - Using Parameters

Using SAI360 Parameters for BI Reports

Building a Report - Showing Related Data in Sub-Reports

Hyperlinks to SAI360 in BI Reports

Including Images in a Report

Including "Sparklines" into a Report

Conditional Formatting of Data

Internationalization/Localization of Reports