Setting up and adding custom reports
You can add custom Microsoft SQL Server 2005 Reporting Services reports to the Ajera database so that they appear on the Reports menu.
These instructions do not apply to custom reports created in Crystal Reports (.rpt).
Before you begin
- Ensure that the custom report is in a Microsoft SQL Server Reporting Services 2005 file, which has an extension of .rdl.
To set up a custom report
You can set up either your own report or a standard Ajera report that you modify as a custom report:
- To use your own report, ensure that the .rdl file is in a location you can access, such as a shared network folder or your desktop.
- To use a standard Ajera report:
- Copy the report from the \Ajera\Program\Standard Reports folder on the network drive where Ajera Server is installed to a location you can access, such as a shared network folder or your desktop.
- Using Microsoft SQL Server Reporting Services 2005, modify the report and save it as an .rdl file, with a new file name.
To add a custom report
- From the
> - Click the Add button, navigate to the <custom report>.rdl file, and click Open to add the report to the Ajera database. The custom report appears in the Manage Custom Reports window.
| Note: |
To select multiple custom reports, shift-click the .rdl files. If the custom report you add has the same name as an existing report, the new report will override the current report. |
-
Do the following:
Field Description Active
Select this check box so that the report appears on the
> Name
Change the name of the report, if needed.
Category
Type the name of the
> > Crystal Report View only. If this check box is selected, it indicates that the report is a Crystal Report, which you cannot add, delete, or export in this window. Crystal Reports have an extension of .rpt.
- Click Save. The report appears on the >
To enable other employees to see this report, select
it on the >
