Advanced Save Options. Eloqua Eloqua Insight Analyzer User
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To use a value prompt in a report:
1.
Create a new report or open an existing report in Design view.
2.
Drag either an attribute (such as Day, for a date value prompt) or a metric (for a numeric value prompt) to the Filter pane.
3.
Locate the value prompt, right-click it and select Add to Filter.
4.
Click Apply.
For example, a value-prompted attribute qualification on Day is shown below:
5.
Run the report and answer the value prompt.
As you have seen, to use the value prompt on a report, you need to include it in an attribute qualification or metric qualification filter. The benefit to creating the value prompt from scratch within the Prompt Editor is that you now have a reusable value prompt object that you can apply to multiple qualification filters and reports.
You also have the option to define value-prompted filters directly in the Filter Editor (either in the standalone Filter Editor or the Filter Editor within an open report.) For more information on this method, see the “Filters in Eloqua Insight” lesson .
Advanced Save Options
When you save a prompted report after answering prompts and running the report, you are presented with additional save options.
Copyright © 2012 Eloqua Corporation. All rights reserved. 60
Save As Window with Advanced Save Options
The Advanced Options on the Save As window include the following options:
Save report as static—You will no longer be prompted when you run the report in the future. The prompt answers you selected are saved to the report definition and used every time you run the report in the future.
Save report as prompted—You will continue to be prompted every time you run the report in the future. You can choose whether to be prompted for just the filter definition prompts, just the template prompt, or both.
Only filter will be prompted
Only template will be prompted
Filter and template will be prompted
Set the current prompt answers as the default prompt answers—The prompt answers you select become the new default prompt answers when you run the report in the future. This check box is only enabled if Prompted is selected.
Copyright © 2012 Eloqua Corporation. All rights reserved. 61
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