Report Portal

The starting point for all reporting with ActiveReports Server is the Report Portal. The Administrator provides you a link to reach the portal along with a user name and password to log in. Once you are logged in, the Report Portal shows you a list of existing reports that you can preview, design, or delete.

Report Portal

The Report Portal consists of the following elements

ToolBar Elements	Name	Description	Support in Mobile Portal
Quick Access Toolbar - Consists of commonly used commands to perform basic operations.
	Admin dashboard	Allows the End User to access the Administrator dashboard from the Report Portal. Note: Admin permissions are required to view the Admin dashboard link. Please contact your server administrator to provide you the required permission to access the admin dashboard.	✓
	Log Out	Logs out the End User from ActiveReports Server.	✓
	ActiveReports Server	Allows the End User to open the ActiveReports Server help documentation.	✓
	Send Feedback	Allows the End User to Send Feedback related to the product.	✓
Categories and Search - Consists of a Categories panel that displays System Categories and Personal Categories, and a Search option that allows End Users to search reports in the Report List. It also contains My Favorites section that displays all your favorite reports.
	Search	Allows the End User to search reports from a list of existing System and Personal Categories. There are two types of search that are available for the End User. See System Categories and Personal Categories for further details. Search in selected category: Allows users to search their reports in the selected category. Search in all categories - Allows users to search their reports in all the existing categories.	✓
	Create	Allows the End User to create a new Personal category using the Add/Edit Category dialog box. See Working with Categories for further information.	✘
	No Category	This is a default category. Reports that are not assigned any categories are listed under this section.	✓
	My Favorites	Allows End User to quickly access the frequently used reports. Reports marked as favorite are listed under the My Favorites section.	✓
Report List - This section consists of a list of reports. Report Name, Date, Time and User name are displayed for all the reports in the Report List.
	Gallery View	Displays the list of reports in the Gallery View mode.	✘
	List View	Displays all the reports in the List View mode.	✘
	Sorted by	Allows the End User to sort their reports. Reports can be sorted on, Report Name Modify Date User Name	✓
	Report Check Box	Allows the End User to select a report from the Report List.	✓
	Create Report	Allows the End User to create a new report. In the Create report dialog that appears, you can select the report type - Semantic report, Section report, Page report and RDL report. See Create Your First Report and ClickOnce End User Designer for further information.	✘
	Favorites	Allows the End User to add or remove their reports from the My Favorites section. See Add or Remove reports from Favorites for further information.	✓
	Report info	Displays the Information tab that includes information related to the selected report to the right of the Report Portal.	✓
	Preview report	Allows the End User to preview the output of the report in the ActiveReports Server Viewer. See Site Settings to change the report preview options.	✓
	Design report	Displays the selected report in the Designer.	✘
	Delete report	Deletes the selected report from the Report List.	✘
	Report list items: select all or unselect all	Allows the End User to select or clear all the reports in the Report List.	✘
	Selected reports	Displays the count of selected reports in the Report List.	✓
	Delete	Allows the End User to delete the selected reports from the Report List.	✓
Information Tabs - Displays information related to the report. It consists of Information, Schedule, History, Revisions, and Categories tab.
	Info	Displays properties, permissions and caching information for the selected report.	✓
	Schedule	Allows the End User to add a schedule for the selected report. See Scheduling Reports for further information.	✘
	History	Displays a history list that corresponds to a schedule task. See Report History for further information.	✘
	Revisions	Displays a list of revisions for the selected report. See Report Versions for further information.	✘
	Categories	Displays the list of categories that you can assign to your reports. See Categories for further information.	✘