Kemp's Reporting Services - Revision history

Jspenceratty: /* Scheduling Reports - Automatically Running Reports - Subscribing to Reports */

2020-04-01T15:52:18Z

Scheduling Reports - Automatically Running Reports - Subscribing to Reports

← Older revision		Revision as of 15:52, 1 April 2020
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	[[File:ReportBuilder17.png\|thumb\|none]]		[[File:ReportBuilder17.png\|thumb\|none]]


	This opens Internet Explorer pointed to the report system. Enter your Venture username and password in the “Windows Security” box:		This opens Internet Explorer pointed to the report system. Enter your Venture username and password in the “Windows Security” box:

	[[File:ReportBuilder18.png\|thumb\|none]]		[[File:ReportBuilder18.png\|thumb\|none]]


	After entering your credentials, give the system a moment to set up your environment. When complete, you should see your organizations folder in the report system.		After entering your credentials, give the system a moment to set up your environment. When complete, you should see your organizations folder in the report system.

	[[File:~~ReportBuilder19~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 10.35.01 AM.png\|thumb\|none]]


	Click on that folder to view the reports and data connections available. Remember that the provided reports are broken up into several subfolders.		Click on that folder to view the reports and data connections available. Remember that the provided reports are broken up into several subfolders.

	[[File:~~ReportBuilder20~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 10.36.41 AM.png\|thumb\|none]]


			Navigate to the report you want to automate. Click on the ellipses button and choose “Subscribe”:

			[[File:Screen Shot 2020-04-01 at 10.38.20 AM.png\|thumb\|none]]


			Enter appropriate values in the “New Subscription” form. First, enter a description for the subscription. This should be descriptive enough to tell multiple subscriptions apart as you may have more than one subscription for the same report. For example, "Error Report to Mark at beginning of month".

			[[File:Screen Shot 2020-04-01 at 10.42.27 AM.png\|thumb\|none]]


			Scroll down to the "Schedule" section and click on the "Edit schedule" option.

			[[File:Screen Shot 2020-04-01 at 10.44.02 AM.png\|thumb\|none]]


			Use the "Schedule details" page to determine how often you want the report to run, together with starting and ending date for running the report. If you want the report to run forever into the future, leave the "Stop this schedule on" box blank.

			[[File:Screen Shot 2020-04-01 at 10.45.07 AM.png\|thumb\|none]]

	~~Navigate~~ to the ~~report~~ you want to ~~automate~~. ~~Hold your mouse over that report~~. ~~A box appears around the report~~, ~~with a dropdown shown on the right~~. ~~Click on that dropdown and choose “Subscribe”:~~		Click apply to return to the main subscription page. In the "Destination" section, choose email and enter an appropriate email address(es) for the "To", "CC", "BCC" entries. If you are sending this to someone else, you may want to put your email address in the "Reply-To" entry, so if someone replies to the email, it will come back to you and not the automated system. (The automated system is NOT monitored for emails). You can also put in a handy, descriptive Subject, or leave it as is. A comment might also be nice.

	[[File:~~ReportBuilder21~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 10.50.14 AM.png\|thumb\|none]]

	~~Enter appropriate values in the “Report Delivery Options” form, especially the email address you want the report sent:~~

	~~[[File:ReportBuilder22~~.~~png\|thumb\|none]]~~		If a parameter is required for a report, it will appear in the “Report Delivery Options” page. Enter the parameter for that subscription—you can have multiple subscriptions to the same report, each with its own parameter entry. This is where you can enter a different parameter for each subscription, so you get different reports to different people.

	~~Use the “Select Schedule” button~~ to ~~set the scheduling of that report. Press OK when finished to subscribe. You can find your subscriptions using the “My Subscriptions” in the top right corner of the web pages~~.		Finally, press "Create subscription" to actually create this subscription.

	~~If a parameter is required for a report, it will appear in the “Report Delivery Options” page~~. ~~Enter the parameter for that subscription—you can have multiple subscriptions to the same report, each with its own parameter entry~~.		[[File:Screen Shot 2020-04-01 at 10.51.48 AM.png\|400px]]

	==Manually Running Reports==		==Manually Running Reports==

Jspenceratty: /* Creating a New Report */

2020-04-01T15:26:10Z

Creating a New Report

← Older revision		Revision as of 15:26, 1 April 2020
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	~~and double~~-click on your connection in your organization’s folder:		Double-click on your connection in your organization’s folder (or single-click and choose "open"). Note that you may have to double-click on the server connection, then your organization's folder to see the Datasource

			[[File:Screen Shot 2020-04-01 at 10.12.57 AM.png\|thumb\|none]]

	~~[[File:ReportBuilder14.png\|thumb\|none]]~~

	Click “Next”. Again, if you are prompted to enter data source credentials, click the “Use the current Windows user”:		The Datasource should be shown.

			[[File:Screen Shot 2020-04-01 at 10.15.00 AM.png\|thumb\|none]]


			Click “Next”.

			[[File:Screen Shot 2020-04-01 at 10.15.57 AM.png\|thumb\|none]]


			Again, if you are prompted to enter data source credentials, click the “Use the current Windows user”:

	[[File:ReportBuilder15.png\|thumb\|none]]		[[File:ReportBuilder15.png\|thumb\|none]]

	~~Use the “Design a Query” box to manually set up your data set:~~

	[[File:~~ReportBuilder16~~.png\|thumb\|none]]		Use the “Design a Query” box to manually set up your data set. Choose tables and fields on the left. As you select fields, they will show up in the top right. You can apply filters (criteria) in the lower right box. Here we have chosen a few fields from the ClientsW table, and have applied a filter to only show those with a case type of staff (S). You can also create the query manually by clicking on the “Edit as Text” button.

			[[File:Screen Shot 2020-04-01 at 10.18.55 AM.png\|thumb\|none]]


			Click Next to go to the "Arrange chart fields" page. This is where you will determine what categories you are interested in and what values you want to show. Here we are categorizing based on problem code (PCODE) and showing the value of the count of the cases (Count(Casenum)).

			[[File:Screen Shot 2020-04-01 at 10.22.15 AM.png\|thumb\|none]]

			Press Next to see an example preview.

			[[File:Screen Shot 2020-04-01 at 10.23.19 AM.png\|thumb\|none]]


			Press "Finish" to see the report in design view. You can change the title or other parts of the report.

	~~You can also create the query manually by clicking on the “Edit as Text” button~~.		[[File:Screen Shot 2020-04-01 at 10.24.29 AM.png\|thumb\|none]]

	~~Again, for assistance with using this form, please refer to the tutorials located here:~~

	[https://~~msdn~~.microsoft.com/en-us/~~library~~/~~dd239338(v~~=sql.~~120).aspx]~~		Again, for assistance with using this form, please refer to the tutorials located [https://docs.microsoft.com/en-us/sql/reporting-services/report-builder-tutorials?view=sql-server-2016&redirectedfrom=MSDN here].

	==Scheduling Reports - Automatically Running Reports - Subscribing to Reports==		==Scheduling Reports - Automatically Running Reports - Subscribing to Reports==

Jspenceratty: /* Creating a New Report */

2020-04-01T15:12:19Z

Creating a New Report

← Older revision		Revision as of 15:12, 1 April 2020
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	For this example, we are going to choose “Chart Wizard”.		For this example, we are going to choose “Chart Wizard”.

			[[File:Screen Shot 2020-04-01 at 10.09.03 AM.png\|thumb\|none]]


	In “Choose a Dataset”, select “Create a dataset” and choose “Next”.		In “Choose a Dataset”, select “Create a dataset” and choose “Next”.

	[[File:~~ReportBuilder13~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 10.10.00 AM.png\|thumb\|none]]


			In “Choose a connection to a data source”, select “Browse”.

			[[File:Screen Shot 2020-04-01 at 10.11.38 AM.png\|thumb\|none]]


			and double-click on your connection in your organization’s folder:

	~~In “Choose a connection to a data source”, select “Browse” and double-click on your connection in your organization’s folder:~~

	[[File:ReportBuilder14.png\|thumb\|none]]		[[File:ReportBuilder14.png\|thumb\|none]]

Jspenceratty: /* Creating a New Report */

2020-04-01T15:08:13Z

Creating a New Report

← Older revision		Revision as of 15:08, 1 April 2020
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	===Creating a New Report===		===Creating a New Report===

	Within Report Builder, click on the ~~menu~~ button and choose New. Choose “New Report” in the “New Report or Dataset” box. On the right, choose the type of report you want to create.		Within Report Builder, click on the File button and choose New.

			[[File:Screen Shot 2020-04-01 at 10.03.45 AM.png\|thumb\|none]]


			Choose “New Report” in the “New Report or Dataset” box.

			[[File:Screen Shot 2020-04-01 at 10.05.25 AM.png\|thumb\|none]]


			On the right, choose the type of report you want to create.

			[[File:Screen Shot 2020-04-01 at 10.06.34 AM.png\|thumb\|none]]

	~~[[File:ReportBuilder12.png\|thumb\|none]]~~

	For this example, we are going to choose “Chart Wizard”.		For this example, we are going to choose “Chart Wizard”.
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	[https://msdn.microsoft.com/en-us/library/dd239338(v=sql.120).aspx]		[https://msdn.microsoft.com/en-us/library/dd239338(v=sql.120).aspx]


	==Scheduling Reports - Automatically Running Reports - Subscribing to Reports==		==Scheduling Reports - Automatically Running Reports - Subscribing to Reports==

Jspenceratty: /* Modifying Existing Reports */

2020-04-01T15:00:54Z

Modifying Existing Reports

← Older revision		Revision as of 15:00, 1 April 2020
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	You can get more information about the Report Builder and how to use it from this [https://~~msdn~~.microsoft.com/en-us/~~library~~/~~dd239338(v~~=sql~~.120).aspx~~ Microsoft website].		You can get more information about the Report Builder and how to use it from this [https://docs.microsoft.com/en-us/sql/reporting-services/report-builder-tutorials?view=sql-server-2016&redirectedfrom=MSDN Microsoft website].


	When working with data sets, if you are ever prompted to “Enter Data Source Credentials” as shown here, simply select “Use the current Windows user” and press OK:		When working with data sets, if you are ever prompted to “Enter Data Source Credentials” as shown here, simply select “Use the current Windows user” and press OK:

Jspenceratty: /* Modifying Existing Reports */

2020-04-01T14:59:01Z

Modifying Existing Reports

← Older revision		Revision as of 14:59, 1 April 2020
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	Finally, other fields that are available in the report are shown in the “Built-in Fields” folder—this includes items such as page number, report name, etc.		Finally, other fields that are available in the report are shown in the “Built-in Fields” folder—this includes items such as page number, report name, etc.

	~~You can get more information about the Report Builder and how to use it from this Microsoft website~~:		[[File:Screen Shot 2020-04-01 at 9.56.34 AM.png\|thumb\|none]]

	[https://msdn.microsoft.com/en-us/library/dd239338(v=sql.120).aspx]
			You can get more information about the Report Builder and how to use it from this [https://msdn.microsoft.com/en-us/library/dd239338(v=sql.120).aspx Microsoft website].

	When working with data sets, if you are ever prompted to “Enter Data Source Credentials” as shown here, simply select “Use the current Windows user” and press OK:		When working with data sets, if you are ever prompted to “Enter Data Source Credentials” as shown here, simply select “Use the current Windows user” and press OK:

Jspenceratty: /* Modifying Existing Reports */

2020-04-01T14:55:36Z

Modifying Existing Reports

← Older revision		Revision as of 14:55, 1 April 2020
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	Choose a report to open by double-clicking on it. Here is the 3 years closed and opened by month report:		Choose a report to open by double-clicking on it. Here is the 3 years closed and opened by month report:

	[[File:~~ReportBuilder8~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.41.10 AM.png\|thumb\|none]]

	~~To run the Report, click the “Run” button in the HomeViews menu. The report runs and displays its data:~~

	[[File:~~ReportBuilder9~~.png\|thumb\|none]]		To run the Report, click the “Run” button in the Home-->Views menu.

			[[File:Screen Shot 2020-04-01 at 9.48.20 AM.png\|thumb\|none]]


			The report runs and displays its data:

			[[File:Screen Shot 2020-04-01 at 9.47.07 AM.png\|thumb\|none]]


	To get back to the design view, click “Design” in the Run menu.		To get back to the design view, click “Design” in the Run menu.

			[[File:Screen Shot 2020-04-01 at 9.50.05 AM.png\|thumb\|none]]


	In the design view, the “Report Data” pane shows all the information about the data that will be used in the report:		In the design view, the “Report Data” pane shows all the information about the data that will be used in the report:

	[[File:~~ReportBuilder10~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.51.21 AM.png\|thumb\|none]]


	The “Data Sources” folder contains the connection information to get to your database. We provide a single connection item for your report system. That connection information should not be changed.		The “Data Sources” folder contains the connection information to get to your database. We provide a single connection item for your report system. That connection information should not be changed.

			[[File:Screen Shot 2020-04-01 at 9.52.38 AM.png\|thumb\|none]]


	The “Datasets” folder contains the data that will be used in the report. There may be more than one data set, depending on the nature and complexity of the report.		The “Datasets” folder contains the data that will be used in the report. There may be more than one data set, depending on the nature and complexity of the report.

	If your report has parameters that must be entered, information about those parameters is shown in the “Parameters” folder. Finally, other fields that are available in the report are shown in the “Built-in Fields” folder—this includes items such as page number, report name, etc.		[[File:Screen Shot 2020-04-01 at 9.53.46 AM.png\|thumb\|none]]


			If your report has parameters that must be entered, information about those parameters is shown in the “Parameters” folder.

			[[File:Screen Shot 2020-04-01 at 9.54.56 AM.png\|thumb\|none]]


			Finally, other fields that are available in the report are shown in the “Built-in Fields” folder—this includes items such as page number, report name, etc.

	You can get more information about the Report Builder and how to use it from this Microsoft website:		You can get more information about the Report Builder and how to use it from this Microsoft website:

Jspenceratty: /* Modifying Existing Reports */

2020-04-01T14:39:33Z

Modifying Existing Reports

← Older revision		Revision as of 14:39, 1 April 2020
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	Double-click on a folder to see the reports available, for example, here are the Multi Year Reports:		Double-click on a folder to see the reports available, for example, here are the Multi Year Reports:

	[[File:~~ReportBuilder7~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.38.47 AM.png\|thumb\|none]]


	Choose a report to open by double-clicking on it. Here is the 3 years closed and opened by month report:		Choose a report to open by double-clicking on it. Here is the 3 years closed and opened by month report:

Jspenceratty: /* Modifying Existing Reports */

2020-04-01T14:35:49Z

Modifying Existing Reports

← Older revision		Revision as of 14:35, 1 April 2020
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	Use the menu button at the top left to access the “New” and “Open” options for creating a new report and for opening an existing report, respectively.		Use the menu button at the top left to access the “New” and “Open” options for creating a new report and for opening an existing report, respectively.

	[[File:~~ReportBuilder4~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.17.32 AM.png\|thumb\|none]]


	Clicking “Open” brings up the “Open Report” box. Find and double-click on your organizations folder.		Clicking “Open” brings up the “Open Report” box. Find and double-click on your organizations folder.

	[[File:~~ReportBuilder5~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.19.56 AM.png\|thumb\|none]]


	Subfolders separate the various types of provided reports:		Subfolders separate the various types of provided reports:

	[[File:~~ReportBuilder6~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.21.17 AM.png\|thumb\|none]]


	Double-click on a folder to see the reports available, for example, here are the Multi Year Reports:		Double-click on a folder to see the reports available, for example, here are the Multi Year Reports:

Jspenceratty: /* Modifying Existing Reports */

2020-04-01T14:16:25Z

Modifying Existing Reports

← Older revision		Revision as of 14:16, 1 April 2020
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	[[File:Screen Shot 2020-04-01 at 9.09.03 AM.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.09.03 AM.png\|thumb\|none]]


	In the lower left corner, click the “Connect” link.		In the lower left corner, click the “Connect” link.

	~~In the “Connect to Report Server” box, type in~~:		[[File:Screen Shot 2020-04-01 at 9.12.05 AM.png\|thumb\|none]]

	~~http://jandc002-kps01/reportserver_kemps~~

	[[File:~~ReportBuilder2~~.png\|thumb\|none]]		In the “Connect to Report Server” box, type in: http://jandc002-kps01/reportserver_kemps Then click “Connect”.

			[[File:Screen Shot 2020-04-01 at 9.13.08 AM.png\|thumb\|none]]

	~~Then click “Connect”.~~

	Once connected, this information should appear in the lower left of the Report Builder.		Once connected, this information should appear in the lower left of the Report Builder.

	[[File:~~ReportBuilder3~~.png\|thumb\|none]]		[[File:Screen Shot 2020-04-01 at 9.15.19 AM.png\|thumb\|none]]


	Use the menu button at the top left to access the “New” and “Open” options for creating a new report and for opening an existing report, respectively.		Use the menu button at the top left to access the “New” and “Open” options for creating a new report and for opening an existing report, respectively.