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Can I change the default reference of the Report Designer to use a specific verisonin the Preview state

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Scenario:  I am working on a Invoice Report, and need to make some changes to how the report calculates discounts.  While in report designer, when I click on Preview, the verison of the report is one that doesn’t reflect what I am trying to work on.  Meaning the Invoice in quesiton does not have any discounts to update, so I cannot see if my changes are working as expected.  I have just been saving to the server, and checking there.  But is there a way to tell Report Designer what data I want it to pull?

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Best answer by BenjaminCrisman 8 May 2024, 21:30

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BenjaminCrisman
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@claudematherne24 For this you’ll need to enter the details you want the report to load into the Parameters tab of the build schema.

Once you enter here, then when you click preview it will use this data, but make sure to clear it out when you’re done and save to the server otherwise you’ll always have to clear the ‘default’ values set.

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Thanks

 

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