Use the Custom Reports tab to upload customized reports (.RDL files) that are located on a workstation into
Vision.
Contents
The upload process copies the reports from a workstation into Microsoft SQL Server Reporting Services and onto your
Vision reporting server. It makes the uploaded reports accessible from the Reporting menu in the Navigation pane in
Vision.
The Custom Reports tab displays only if it has been enabled by your
Vision system administrator by selecting the
Allow RDL files to be uploaded in Report Administration check box on the General tab of the Weblink utility. Reports (including custom reports) from your
Vision application server can be loaded into
Vision using the Load Reports tab on the Report Administration form.
Header Information
| Field | Description |
|---|
| Load Custom Reports
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Download
|
Click this option to download a copy of the selected custom report. The custom report must be available in the database to download it.
|
| Synchronize
|
Click this option to get a copy of a custom report from the database and store it to the report server. The custom report should be available in the database and have the
Missing in report server status to synchronize the custom report.
|
| Upload
|
Click this option to open the Select Custom Report File to Upload dialog box and select an RDL report file to upload.
|
| Delete
|
Click this option to delete the selected custom report in the Load Custom Reports grid.
|
Load Custom Reports Grid
This grid displays all the reports you have uploaded using either the Custom Reports tab or the Load Reports tab.
| Field | Description |
|---|
| Name
|
This field displays the name of the report derived from the .RDL file that you selected on the Select Custom Report File to Upload dialog box.
|
| Filename
|
This field displays the name of the uploaded .RDL file that you selected on the Select Custom Report File to Upload dialog box .
|
| Location
|
From this drop-down list, select the Reporting application in which you want the custom report to display. This field is only editable during the initial upload and will no longer be editable after you click
Save. Once saved, you will have to delete and upload the custom report again to select a different Reporting application.
|
| Status
|
This column displays the upload status of the custom report that was uploaded. The column can display the following statuses:
- Synchronized — The custom report was uploaded successfully in the report server and the database.
- Missing in report server — The custom report was only successfully uploaded in the database and did not get saved in the report server.
- Missing in database — The custom report was only successfully uploaded in the report server and was not saved in the database.
|