Exact Synergy Enterprise

Managing reports - Reporting services integration

Menu path

Modules ? System ? Setup ? Reporting services integration ? Management

Introduction

On this page, you can manage the reports which are available via Reporting Service Integration. In addition, you can also modify report groups and data sources. If required, the items can be redeployed to the Report Server.

Roles and rights

By default, users with the Administrator or Report manager role can manage reports.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create report groups or reports?

1. On the Reporting services integration: Management page, click Report group: New to create a report group. Similarly, click Report: New to create a report.
2. Define the fields.
3. Click Save, and then Close. For more information, see Creating and modifying reports and Creating and modifying report groups.

How do I modify report groups or reports?

1. On the Reporting services integration: Management page, define the criteria.
2. Click Refresh.
3. Under the Reports section, click the required report group. Similarly, click next to a report group, and then click the required report from the list.
4. Make the necessary changes.
5. Click Save, and then Close to exit. For more information, see Creating and modifying reports and Creating and modifying report groups.

How do I view, create, and modify data sources?

1. On the Reporting services integration: Management page, click Data sources. For more information, see Overview of data sources and Creating and modifying data sources - Reporting services integration.

How do I redeploy report groups, reports, shared data sources, shared schedules, or subscriptions to a Report Server?

1. On the Reporting services integration: Management page, click Redeploy. For more information, see Redeployment.

Keep in mind: All fields with the “!” icon are mandatory.

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