Reports saved in the Report Portal are displayed on the Administrator Dashboard in the Reports list. Administrators can assign categories, rename, set permissions, download, preview, delete, or upload them. Reports can also be opened and saved directly from ActiveReports Designer or Visual Studio Designer to ActiveReports Server. For further information, see Server Reports.
You can perform actions on reports using the commands to the right of each report in the list.
Command Descriptions
Command | Description |
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Upload |
Uploads a report from your local files. First, drop a file or click the special area to locate a valid report file in one of the supported formats: .rdl, .rdlx, .rpx, .dll or .exe. (Reports in other formats are not uploaded.) Select a report, click Open, and then click the Upload command. The report is added to the Reports list.
Notes: An uploaded report is automatically bound to a compatible model. If there is no compatible version of the model that the report is bound to on the server, the report is not uploaded. The user who uploads the report is the Owner of the report, with full, irrevocable permission. |
Click to show report properties | Allows you to show the report properties in the pane that opens to the right of the Reports list. In the Report properties pane, you can edit the report's name and description in the corresponding fields, and modify the report's permissions. Under the Categories tab, you can assign categories to the selected report. |
Preview report | Runs the report and displays it in the Designer Preview window. |
Design report |
Displays the selected report in the Designer.
Note: ActiveReports Server Designer Add-On license is required to design a report.
|
Download report | Downloads and saves the report to the local file system in .rdlx format. |
Delete report | Deletes the report and removes it from the report list. |
Permissions | Opens the Change Permissions dialog where you can select which roles have access to the model. See Managing Permissions to Reports and Models for more information. |
Categories | Allows you to assign categories to the exisitng reports. Click the Categories button to open the Assign categories dialog. See Managing System Categories for more information. |
Some types of reports require special consideration. These include drill-through reports, and reports created with the developer version of ActiveReports or Data Dynamics Reports. Find out how to handle these reports in the following topics.