Creating and modifying reports - Reporting services integration

Close

Click this to exit.

Save

Click this to save the report.

Save + New

Click this to save the report and create another report.

Note: This is available only if you are creating a report.

Delete

Click this to delete the report.

Note: This is available only if you are modifying an existing report.

View

Click this to view the report. For more information about viewing a report, see Viewing reports.

Note: This is available only if you are modifying an existing report.

Download

Click this to download the report (RDL file).

Note: This is available only if you are modifying an existing report.

Create linked report

Click this to create a linked report. A linked report always inherits report layout and data source properties of the original report. The parameter properties and roles can be set differently from those of the original report. For more information about linked reports, see Linked reports.

Note: This is available only if you are modifying an existing report.

Account section

Report group

Select the report group for the report. This is mandatory.

Inherit security from the report group

Select the check box to inherit the security from the report group.

Name + Term ID

Type the name and ID for the report. These are mandatory.

Description

Type the description for the report.

Upload

Select the report (RDL file) which has been designed using the Report Builder or BI Development Studio. This is mandatory.

Deployed

This displays the status of the deployment. When a report has been deployed to the Report Server,  will be displayed. Otherwise,  will be displayed.

Hide in list view

Select the check box to hide the report in the report tree view.

Parameters per row

Type the number of parameters per row which should be shown on the report.

Show in reseller portal

Select this check box to show the report in the reseller portal.

Show in customer portal

Select this check box to show the report in the customer portal.

Allow to print

Select this check box to allow the reports to be printed. Selecting this check box will display the Print button on the respective report page. For more information, see Viewing reports.

Allow to export

Select the Word, Excel, and/or PDF check boxes to show the ,  and/or icons on the top right of the respective report page. These icons allow you to export the report to Microsoft Word, Microsoft Excel, and/or Adobe Reader respectively.

Show as web part

Select the check box to show the report as a web part.

Policy

Select the relevant policy for the report.

Language

Select the relevant language for the report.

The following tabs are available only when modifying an existing report:

Parameters tab

Parameters

This displays the list of parameters designed in the report. You can click the hyperlink in the Name column to configure the report parameter. Click  or  to move the parameter up or down by one position. For more information about report parameters, see Configuring a report parameter.

Roles tab

Roles

This displays the list of roles linked to the report. Linking specific roles to reports can only be done if the check box "Inherit roles from the report group" is not selected. You can click the hyperlink in the Role column to maintain the role or click on the button New to link a new role to the report. For more information about the roles, see Linking roles to reports.

Data sources tab

Data sources

This displays the list of data sources designed in the report. You can click the hyperlink in the Name column to link a data source to the report. For more information about data sources, see Linking data sources to reports.

Drill through reports tab

Drill through reports

This displays the list of Drill through reports designed in the report. You can click the hyperlink in the Drill through report column to configure the drill through report. For more information about drill through reports, see Configuring a drill through report.

People tab

This displays list of people who have been given the viewing right to the report. You can click the hyperlink in the Person column to remove the viewing right from the person. To give the viewing right to a person, click New. For more information, see Linking multiple people to reports or report groups.