Strategy ONE

Answer a Prompt by Typing a Specific Value

Starting in Strategy One (November 2025), you can use a dynamic date to answer a prompt. A dynamic date is a date that is a fixed offset from the current date. It can be used to filter data based on specific time frames that change over time. For example, you use a dynamic date to analyze revenue amounts for the previous two months, represented as "today" with an offset of two months.

Some prompted reports require you to type in a specific value such as a date or number to define the data that is displayed on the report. These prompts include date prompts, numeric prompts, text prompts, long prompts, and Big Decimal prompts. For example, the prompt shown below asks for a date to use in the Last Order Date filter on the report.

If you attempt to run a report that contains a required prompt without answering the required prompt, the report will not run, and a message stating this requirement is displayed.

To Answer a Prompt by Typing a Specific Value

  1. In Library, do one of the following:
    • To run a prompted report, click its tile or name.
    • To edit a prompted report, right-click its tile or name and select Edit. A blank report displays, with data retrieval paused for improved performance when working with large datasets. When data retrieval is paused, results do not display. Click Resume Data Retrieval .

    The Prompts page displays. You must answer any required prompts before you see the report results.

  2. Type an answer in the field provided. You must type the form of answer the prompt is expecting, as follows:

    • Date prompt: Type a date value, such as 8/14/2008, or click the Calendar icon to  select a date from the calendar. Starting in Strategy One (November 2025), you can define a dynamic date, which changes based on the current date, in the calendar.
      • If the prompt displays a timestamp, type a time value as well.
    • Numeric prompt: Type integers or decimals up to 15 digits.
    • Text prompt: Type alphabetic characters that form any type of text string, such as a word or phrase.
    • Big Decimal prompt: Type integers and decimals up to 38 digits.
    • Long prompt: Type integer numbers up to 10 digits.
  3. If the report contains additional prompts, use the appropriate steps to answer them. (All prompts on the report are listed in the far left pane.) Otherwise, review the summary of your answers and click Run Report or Run Document. The report or document is executed and your results are displayed.

    Run the Report

    After you answer the prompts, run the report to view the results.

  4. You can review a quick summary of your prompt answers in a more user-friendly format by enabling View Summary.

  5. Click Apply to run the report.

  6. To see data filtered in a different way, click the Reprompt icon on the toolbar and answer the prompt again to create a different filter for the report results.

    Save the report

    If you are editing the report in Library rather than viewing it, you can save the report.

  7. Click Save on the toolbar. The Prompt Options window opens.

  8. Choose whether to keep the report prompted when the report is executed again. By default, the report is saved as prompted. To change that behavior, clear the Keep This Object Prompted check box. The next time the report is run, your prompt answers are automatically used to answer the prompts and run the report. The Prompts page does not display.

    Once you save the report as unprompted (also known as a static report), the prompt answers become filters and you cannot revert the report to be prompted again.

  9. If you keep the report prompted, select one of the following options:
    • To display the prompt answers as the default answers the next time that the report is run, select And Use the Current Answers as the Default.
    • To save the report without default answers, select And Discard the Current Answers.
    • To display the prompt selection page each time that the report is run, select the Save report as prompted option, then perform the following steps:

  10. If you want to save these prompt options and not allow changes, select the Don't Ask Again check box. The next time the report is run, neither the Prompts page nor the Prompt Options windows display.

  11. Click Save.

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