YSoft SafeQ CRS Report Builder

Microsoft Report Builder is an application which allows you to define your own reports. Such reports can be interactively displayed, accessed later using web browser or can be used as a template for an automatic e-mail reports . It is a "ClickOnce WinForms" application, which means that it can be installed from any Web browser (it is not a Web Browser application). However running it from Internet Explorer is recommended.

For more information about Report Builder see the documentation that is included with every version of the application.


This article consists of:

How to run the Report Builder

Follow these steps to launch the Report Builder.

1

Open Reporting services home page at http://<SERVER_NAME>/reports in your Web browser (preferably Microsoft Internet Explorer). <SERVER_NAME> has to be replaced by the CRS Server IP address or server name.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg When using Internet Explorer, make sure that the compatibility view is enabled, otherwise prompt to install .NET 3.5 will be shown repeatedly.

 

2

Click the Report Builder link. Report Builder starts.

  • If the Report Builder icon is not displayed, display it via the following link: http://<SERVERNAME>/ReportServer/ReportBuilder/ReportBuilder.application

images/download/attachments/21955307/reportBuilder.png

 

How to create your own report

Follow these steps to generate a report.

MS SQL SERVER 2008 example

1

In the first window of Report Builder click the Table or Matrix Wizard option.

images/download/attachments/21955307/2008_01.PNG

2

Select Create a dataset and click Next.

images/download/attachments/21955307/2008_02.PNG

3

Select CDC Full Stats Model and press Test Connection button. The information about successful connection must be shown. Continue to the next window by pressing OK and Next.

images/download/attachments/21955307/2008_03.PNG

4

The configurable report is displayed. On the left side of the window, the Entities panel lists all available tables in the selected model. The Fields panel lists all individual items that may appear in the report. There is the Assembly output in the center of the window, which is a graphical representation of the report being created.

images/download/attachments/21955307/2008_04.PNG

5

Move individual items into the Assembly output to built up your desired report (e.g. select Device in the left upper menu, then drag Name in the bottom menu and drop it in the window on the right side. This will add you the device names to the report. Then you can add another fields such as Acc for counter type and Total pages from the Smartq Stats Fulls entity).

images/download/attachments/21955307/2008_05.PNG

6

You can set your report to include only certain data. For example, you can create a report for a specific cost center, report related to print only or create the report that is limited to a certain period of time (predefined static date or relative date containing only data from the last month)

6a. Click the Filter button (the blue funnel icon). A new window with filter options opens.

images/download/attachments/21955307/2008_06.PNG
6b. Select the items you would like to use as a filtering condition by dragging them on the left side and dropping them on the right side. Then specify the filtering conditions (example demonstrates only the print jobs for the last month; not including the current month). Once finished, click OK.

images/download/attachments/21955307/2008_07.PNG

7

Once you have added all required fields for the report and applied the filters, click Next. New window with available columns will be shown. Drag the fields you wish to see in the report from the left menu to the appropriate windows on the right side according to your needs. Then click Next.

images/download/attachments/21955307/2008_08.PNG

8

Select the type of layout you prefer and press Next.

images/download/attachments/21955307/2008_09.PNG

 

9

Select the preferred style of report and press Finish.

images/download/attachments/21955307/2008_10.PNG

10

The final design of the report is shown. The design is still editable.

images/download/attachments/21955307/2008_11.PNG

Click Run button in the left upper menu to see the output including the data. Please note that it may take several minutes generate the report. Some of the fields are expandable.

images/download/attachments/21955307/2008_12.PNG

11

In case you would to like slightly modify the look of the output, you can go back to the design view by pressing Design button in the upper left menu. Then you can edit the values by double-click. For more information about available options kindly refer to the Report Builder documentation.

images/download/attachments/21955307/2008_13.PNG

images/download/attachments/21955307/2008_14.PNG

 

12

If you wish to make the report available also for the other users, use the Save as option in the menu.

  • You can use the default location for saving reports or you can create a custom location.

    • images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/warning.svg WARN: Do not save the report to "SafeQ Reports Builder" or "SafeQ Reports" location, these locations are erased with every update of the CRS server.

  • Enter the report's name; then click Save. The report you saved will be available on the Reports server.

  • You can use this method to create a report that can be used by others users. A simple example of a saved report is shown in the picture.

    images/download/attachments/21955307/2008_15.PNG

    images/download/attachments/21955307/2008_16.PNG