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How to

How to


Products: WebReports
Functionalities: Reports
Product version: 2.0, 2.1, 3.0, 3.1, 3.2, 3.3
12/16/2021

Setting Up a Report

You set up a report to include items such as tables or charts, and associate them with your datasets.

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Report Builder is a separately downloadable part of Microsoft SQL Server 2008 and SQL Server 2012, and provides the facility for you to create, modify, and deploy your own reports to the Reports Server, based on selected parts of the EcoStruxure Building Operation database.

Using Report Builder, you can use wizards to create a table, map, chart, or matrix as the basis for your report. The data content of your report is based on the selection of datasets within the EcoStruxure Building Operation data source (StruxureWareReportsDB) in SQL Server 2008 or SQL Server 2012.

You can also modify existing factory supplied reports that are provided with the WebReports installation.

When you have built and formatted a report, you can deploy it to the Reports Server. You then synchronize the report with WebReports so that the report is displayed in the Reports Tree in a web browser.

After the reports is synchronized with WebReports, you cannot rename or delete the reports. Even if you delete reports from Report Manager, the reports will still be displayed in Reports Tree of WebReports.

Note:

The Report Builder section of this reference guide provides basic report customization procedures, and every effort is made to ensure that the information provided is accurate. For more detailed information about the Report Builder third-party software, please refer to the Microsoft Report Builder Online Help.

To set up a report

  1. In MS Report Builder, in the Design view, click the Insert tab and select an item in which to display your report data.

  2. Select an existing dataset to use with the item you inserted.

    Note:

    Not all items that you can insert offer the option of choosing a dataset, only those items that have wizards. If you insert other types of items, you can drag dataset properties to them at a later stage. The following dialog boxes apply to a table wizard.

  3. Click Next .

  4. In the Available fields box, select a field and drag it to Row groups , Column groups , or Values . Create grouping and aggregate sections as needed for report summing and counting.

    For up-to-date descriptions of the WebReports database fields that you use when creating your own reports in MS Report Builder, you can run the Database Schema factory supplied report. For more information, see Database Schema Report .

  5. Preview the layout of your report.

  6. Click Back to go back and rearrange your fields, or to add new fields as necessary.

  7. Click Next .

  8. In the Style box, select a style.

  9. Click Finish .

  10. Click the Save button, then click Run .

  11. View the generated report.

You can now add an image to your report, or you can upload the report to the Reports Server.

See Also

  • Reports in Report Builder
  • Database Schema Report
  • Adding an Image to a Report
  • Deploying a New Report to the Reports Server