Configure Export Filenames Using Parameters in Bold Reports
Learn how to configure export filenames in Bold Reports by leveraging report parameters. This guide explains how to attach user-selected or predefined values—such as date ranges, regions, or customer IDs—to exported file names. By applying these dynamic naming techniques, you can simplify report organization, enhance usability, and ensure that exported files remain easy to identify and retrieve.
Steps to Configure Filenames with Parameters
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Access the Custom Attributes:
- In the Report Designer, click the grey area outside the report canvas.
- Click the Settings icon to open the Properties panel.
- Scroll down to the Miscellaneous section and expand it.
- Locate the Custom Attributes section and click Set Attributes Button to open the attributes editor.
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Configure Custom Attributes:
- In the Custom Attributes dialog, click Add to create a new attribute.
- In the Name field, enter
ExportFileName.- Click the Expression box (the small square next to the Value field) and select Expression from the dropdown.
- In the Expression Editor, select the desired parameter (for example, Parameters!ProductName.Value or Parameters!CustomerID.Value).
- Click OK to save your changes.
- Click the Expression box (the small square next to the Value field) and select Expression from the dropdown.
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Preview and Export the Report:
- Preview the report.
- Select the desired parameter and view the report.
- Export the report using the preferred export option. The exported file will automatically use the selected parameter as the filename.
Conclusion
By configuring export filenames with parameters, you can create dynamic, meaningful filenames that improve report organization and usability. This feature is especially valuable for automated reporting workflows or environments requiring frequent report exports tailored to specific criteria.
You can download the sample report for further reference.
