Custom Reporting Variables

Variables in Steelhead are a great way to give the customer access to filtering a larger data set in the UI and restricting the amount of data in a final report.

Overview

From the reporting dashboard, you can filter report results without needing to go to the query. Some useful filters might include things like Customer Name, Date, Month, or Completed status. In the animation below, active order report results are filtered by customer name:

Multiple inputs / filters can be added as well, in case you need to filter on multiple criteria. This update requires some adjustments to existing queries, but is relatively quick to do.

Here is a quick video on how to use variables:

https://www.loom.com/share/3669db8babe64d6ba92bb40d018825ea