Adding reports to lookups

To define a report for a lookup, select the Use For Lookups Only check box when the report is added.

Most reports that you define in the Reports Manager show a single record. For example, the out-of-the-box Service Request Details report on the Service Request InfoViewer shows details about the current service request.

When Use For Lookups Only is selected, the report will include information about multiple records that the user has selected in the lookup results grid. When the user clicks the Reports button, the primary key of each selected record is sent to the reporting engine. The primary keys are then used to look up the selected records and generate the report.