Applying Client List Filters to Reports Opened from Form DesignEHR Forms

Building on the ability to apply Client List Filters to reports included in version 3.32, a method to apply the Client List Filter to reports opened from Form DesignEHR forms is available in version 3.33. The ssrsURL must be updated to use the Report URL that contains the user id parameter for the linked report(s) in each form, and then edited to include the following parameter, <yourUserIdParameterName>={appUserId}. For most core reports, the User Id Parameter is userId – the User Id Parameter for Custom Reports may differ.

For example, the following URL is for the Client List Report from an EV testing environment.

In Form DesignEHR, copy this URL into the Caption for the ssrsURL Label associated with the Report Link button and update the User ID Parameter. The updated example is shown below.

After saving the form URL changes, when the report is launched from the form, the new parameter passes the appUserId of the current user and any Client List Filter restrictions are applied to the report.