Reporting Services

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This page is a portal page for netFORUM Reporting Services reports. You will find on this page short sections about major topics with links to pages dedicated to documenting that topic in greater detail. Most of the information here relates to Microsfot SQL Server Reporting Services, but most of it is also relevant to Crystal Reports.

Contents

Introduction

Reports (home)

SSRS
   Intro
   Manager
   Folders
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Report Development
   Report SQL
   SSRS Formats
   Report (metdata)
   Parameter (metadata)
   Report Links (metdata)
Quick Report
HTML Quick Report
Report Central
Query Central
Dashboards
Report Security
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Crystal Reports
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Training
Reports System Options

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With the 2006.01 build of netFORUM comes the initial release of functionality to render reports using Microsoft’s SQL Server Reporting Services (SSRS) reporting tool. This document provides an overview of the SSRS configurations for netFORUM, a tutorial for getting a datasource and format started, instructions for setting up a report in netFORUM, and references for error resolution and troubleshooting

Microsoft’s SQL Server Reporting Services

Report Manager Configuration

This section briefly describes the folder and user configuration that Avectra implements for use with netFORUM sites. Avectra’s hosting staff will configure servers housed at the hosting data center in accordance with these standards. Premise-based clients who are configuring their own servers for Reporting Services use should also follow the same standards.

Report Windows Folders

Reporting Services reports (RDLs) are run from their deployed, or "stored", location within the Report Server database. See article for more.

Switching Report Service Providers

netFORUM sites existing prior to the 2006.01 build that are using Crystal Reports will eventually be switched to Reporting Services, but Reporting Services will not be the sole reporting tool until all of the custom (non-baseline) Crystal formats have been developed in Reporting Services and deployed.

Dynamic Dashboards

image:icon_new.gif with netFORUM 2009 are graphically-rendered reports embedded on dynamic profile pages called Dashboards. Each report can be clicked to drill further down to List pages to get more informative data about the report. Administrators can configure and create templates for report formats while users may configure their dashboards to view which reports and design they want to see for each module dashboard available.

Report Development

This documentation explains the standard operating procedures for developing SQL Server Reporting Services(SSRS) reports for netFORUM. This documentation does not explain the finer points of developing a report format as it assumes that the developer knows how to create Reporting Services report formats. Rather, this instruction is geared toward explaining how a report must be developed to operate in netFORUM.

Quick Reports For Lists

netFORUM provides "quick reports" from list Result screens and query result screens through Reporting Services. The ReportServiceProvider system option setting determines which tool, Reporting Services or Crystal, is used to render quick reports. If the option is set to "Mixed", netFORUM will use Crystal to render quick reports.

HTML Quick Reports

In addition to writing Crystal Reports, netFORUM allows the administrator to drive a query or stored procedure with parameter to a dynamic HTML report page.

Running Report from eWeb

This backdoor method of running a Reporting Services Report on eWeb was created by Jump Prasitporn, and documented by Doug Brown and Ken Wong.

netFORUM Report Management Tools

The June 2004 netFORUM release contains a new reports management tool accessible from Admin --> Reports --> Report Management Tools.

Report Samples

As noted by the last system option listed in the previous sample, there is a stored location for all of the RDL report samples. The location set in the system option is relative to the "iweb" folder in a standard netFORUM installation. All of the samples are PDF files. When Reports Central is rendered by netFORUM and the ReportServiceProvider system option is set to "MRS", and the a particular report’s file name has a match in the samples folder (with a .PDF extension instead of a .RDL), then the magnifying glass icon will activate and may be clicked to display the sample.

Adding logos/images to the reports

How to add logos and images to the report.

Report Security

How to lock down your reports so only the right users will be able to run them.

Troubleshooting

Miscellaneous Report Troubleshooting

The following sections include various troubleshooting tips. As you find new errors and develop solutions, please share them here so we can all learn.

More Error Resolution and Troubleshooting Tips

Page for more Error Resolution and Troubleshooting Tips.

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