• LinkedIn Social Icon
  • Twitter Social Icon
  • MicroStrategy_Icon
  • paypal-square-social-media-512

Report Shortcuts within Documents MicroStrategy


What is a Report Shortcut?

A Report shortcuts within a document has a very specific purpose. The idea is to edit and format a report within the report itself and have that formatting retained in any place it is reference.


Where there is a shortcut on a document, you make changes to the report, and not the document. These changes are then propagated to everywhere the the report is reference.


An Eye Opening Use Case

When I understood what a report shortcut was, I was sure I would never use it. I was totally wrong. A good use case for this is a navigational menu for MicroStrategy Mobile.


Let's say I have a menu which is triggered in an information window. In the information windows is a list of documents (navigation points) that a user can link to from anywhere in mobile app. Every document needs to have this menu. If there is a change to the menu, all of the menus need to change. Every document.


This is where a report shortcut works it's magic. Each of the menus would be a shortcut to a report and I would make the change in exactly one place and have all documents menus updated at the same time.


Adding a Report Shortcut

The process is very simple. To add the shortcut;

  1. Add the report to a document

  2. highlight the document section where the shortcut will reside

  3. Right click the dataset and select "Add shortcut".


It's a simple as that. Just keep in mind that the formatting changes need to be done on the report and not the document and you're good to go.

Thanks for checking out this blog post. If you found this post helpful please consider donating via PayPal. Any contribution is appreciated!



235 views