Reports saved in the Reporting 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 .NET Designer to the ActiveReports Server. For further information, see Open and Save Reports from the Server.

Report Commands

You can perform actions on reports using the commands to the right of each report in the list.

Report Commands

Command Descriptions

Command

Description

Delete

Deletes the report and removes it from the report list.

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.

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.

Rename

Allows you to change the report's name. Click this command to make the Name property editable. The commands are replaced with Upload and Cancel commands for the report. Click Upload to save the new name, or Cancel to discard any changes.

Download

Downloads and saves the report to the local file system in .rdlx format.

Preview

Runs the report and displays it in the Designer Preview window.

Design

Displays the selected report in the Designer.

Note: ActiveReports 9 Server Designer Addon license is required to design a report.

Upload

Uploads a report from your local files. First click Browse 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.

Special Reports

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.