Create and Customize Reports

This tutorial describes how to manage reports in the Report and Dashboard Server and consists of the following sections:

Create a New Report

Switch to the Documents screen where you can access and manage documents.

report-server-reports

Click the Add Report button to create an empty report.

report-server-reports-add-01

This opens the Web Report Designer which allows you to bind a report to data, add various report controls, perform data shaping operations, etc. This documentation section includes other tutorials describing how to construct reports.

Save the Created Report

After creating the report in the Web Report Designer, you can upload it to the server. Click the Menu button and select Save.

report-server-save-revision

In the invoked dialog, specify the document name, select an existing category or create a new one, and type the revision comment.

rs-create-new-report-dialog

The new report becomes available on the Documents screen.

Edit an Existing Report

Click the Design button on the report tile to edit this report in the Designer.

rs-report-design-button

After you make changes to this document, you can save the revision by clicking the Save button in the menu. In the invoked dialog, specify the revision comment and click OK to upload it to the server.

rs-save-report-dialog

Export and Import a Report

Switch to the Documents screen and click the document caption to show the screen with the document details.

rs-reports-detailed-screen

Click the Export button to export the report layout and download the resulting file, which has the REPX extension.

rs-dashboard-document-details-export

You can also export the report layout by selecting Export to REPX in the Designer's Menu.

rs-report-menu-export-to-repx

To import the report layout, click Import from REPX in the Designer's Menu. Use the Click to select file button and, in the invoked Import Report dialog, locate the file with the REPX extension. Alternatively, you can drop the file onto the invoked dialog. Then, click the Import button to open the layout in the Designer.

rs-report-import-from-repx

Use the Revision History

On the document details screen, click the Revision History button to view all report revisions.

rs-report-revision-history-button

Click the Rollback button to roll back to a specific document version.

rs-report-revision-history

Click Yes in the invoked dialog to confirm the operation.

rs-dashboard-revision-history-rollback-dialog

See Also