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Adding and Configuring Reports
Once Job Manager has been configured to connect to the Report Server Web Interface, the RDL Files on which the Reports are based can be added to Job Manager. Once added, Reports can be renamed, recategorized, updated, hidden, and deleted.
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1. Click Reports and Custom Queries in the Administration menu. The Reports and Custom Queries window will open.
2. Click New ( 
) and select New Report. The right side of the window will display the Report Properties pane for the new Report. Since the Report has not yet been named, it will appear in the Reports and Custom Queries list as "<New Report>" under the "<Hidden>" branch until a Name is defined and a Menu selected.
3. Type a name for the Report.
4. Select the appropriate page on which you want links to the Report to appear in the Menu field. When a menu is selected, the Report will appear in the Queries and Reports box at the bottom of the corresponding Job Manager page. If you select the <Hidden> option, the query name will not appear in any page.
5. Click Import ( 
). A file system browser window will open.
6. Browse to and select the Report RDL file to import. The Report RDL File will be uploaded, the contents of which will be displayed in the Report Definition tab.
7. OPTIONAL: Click the Execution tab to display the Report execution timeout settings. Make any changes if necessary.
8. Select an Associated Folder Type for the Report in the Associated Type field. When a Report is associated with a Folder Type, the Report will be available to users in the Print menu when printing information for the corresponding Folder Type. Only reports that use one parameter based on the ID field of the folder type can be associated with Folder Types.
9. Click Save when done. The Report definition file will be uploaded to the Job Manager database and the Report will be available in the defined pages. If the current Report contains subreports, the system will attempt to import all subreports when the current Report is saved.
10. Optional: Click Preview... ( 
) to preview the Report.
At this point, a Report has been added to the system. You can continue adding additional Reports, preview the Report results, or specify access privileges for Reports and Custom Queries that have been added to the system.
Any Report that has been added to the system can be previewed.
1. Open the Reports and Custom Queries window if it is not already open.
2. Browse to and select a Report in the Reports and Custom Queries list.
3. Click Preview... ( 
). A Report Parameters window will appear.
4. Type the parameter(s) for the Report and click Open. The Report will begin generating. A Generating Report status window will appear while the Report is generating.
5. The report will open when it has been generated.
Assigning access privileges for Reports
6. Select the Report in the Reports and Custom Queries list of the window for which you want to assign access privileges. The properties of the selected Report will appear in the right side of the window.
7. Click the Access tab. The Report Privileges window will appear, allowing you to assign access privileges to the Report for the users and groups defined in the Job Manager system.
8. Assign the appropriate access privileges for the Report. Available privileges include:
View - allows specified users the ability to view the report. When enabled, the Open button will appear in the Report Parameters window and in the Print Report window.
Save - allows specified users the ability to save the report. When enabled the Save As... button will appear in the Report Parameters window and in the Print Report window.
Print - allows specified users the ability to print the report. When enabled, the Print button will appear in the Report Parameters window and in the Print Report window. In addition, the privilege controls the availability of the Print Report... button in the form print dialog and the "Print Report" option in the File Menu.
Note: If users have the View privilege, the external application used to view the report may provide the ability to save and print the report, regardless of the privileges specified in Job Manager.
9. Click Save ( 
) to save the access privileges and make the updated settings available to the end users of the Job Manager system.
Uploading new RDL files to existing Reports
1. Click Reports and Custom Queries in the Administration menu. The Reports and Custom Queries window will open.
2. Select a Report in the Reports and Custom Queries list for which you would like to upload a new RDL file.
TIP: While you can cancel your changes to the Report up until the point at which you Save the changes, there is no "undo" for changing the RDL file for a Report after it has been saved. If you are unsure of the impact of changing the RDL file for an existing Report, you might want to consider making an existing Report hidden and adding the new RDL file as a new Report in Job Manager. This will allow you to easily revert back to the original Report, if needed.
3. Click Import ( 
). A file system browser window will open.
4. Browse to and select the Report RDL file to import. The Report RDL File will be uploaded, the contents of which will be displayed in the Report Definition tab.
5. Click Save when done. The Report definition file will be uploaded to the Job Manager database, replacing any existing RDL file for the Report.
Renaming, recategorizing, and changing Menu locations for Reports
1. Click Reports and Custom Queries in the Administration menu. The Reports and Custom Queries window will open.
2. Browse to and select the Report in the Reports and Queries list. When a Report is selected, its details will appear in the Report Properties on the right side of the window.
3. To change the Menu location of a Report: Select a location in which you would like the Report to appear by selecting an option in the Menu field. If <Hidden> is selected, the Report will not appear in any pages.
4. To change the Name of a Report: Type a new name for the Report in the Name field.
5. Click Save when finished. The Report will be resaved according to the new name or menu defined above.
6. Click Reports and Custom Queries in the Administration menu. The Reports and Custom Queries window will open.
7. Browse to and select the Report you want to hide by using the left side Report and Custom Query navigation pane.
8. Select "<Hidden>" in the Menu field.
9. Click Save ( 
) when done. The Report will be moved to the <Hidden> group and will only be available for use by previewing from the Reports and Custom Queries window.
1. Click Reports and Custom Queries in the Administration menu. The Reports and Custom Queries window will open.
2. Browse to and select the Report you want to delete by using the left side Report and Custom Query list.
TIP: There is no "undo" for deleting a Report. If you are unsure of whether you will ever need the Report again, consider making the Report "Hidden". This will allow you to easily make the Report available again should you ever need to.
3. Click Delete ( 
). A confirmation message will appear.
4. Click Yes. The confirmation message will close and the Report will be deleted.