Bold Reports^® Documentation

Bold Reports^® is a powerful reporting platform that enables you to create, manage, and deliver pixel-perfect paginated reports for operational and business needs. It supports connectivity to multiple data sources, structured report design, secure sharing, scheduling, and seamless embedding into applications.

Use this documentation to configure your environment, create reports, manage users, and integrate reporting capabilities into your applications.

Set Up Environment

Before creating reports, configure your environment and access settings:

Configure site settings

Set up general configuration, authentication, email settings, licensing, and system preferences.

Manage users and roles

Add users, assign roles, and control access permissions for report viewing and management.

Work with Reports

Start building paginated reports using your data:

Create a report

Create pixel-perfect reports using the Report Designer with tables, charts, parameters, and layout controls.

Connect to data

Configure connections to databases, REST services, and business data sources.

Manage data

Create and manage datasets, shared data sources, parameters, and queries used for report design.

Export reports

Export reports in formats such as PDF, Excel, Word, CSV, XML, and HTML for sharing and printing.

Report Distribution and Automation

Deliver reports efficiently across teams and systems:

Schedule reports

Automate report delivery through email subscriptions and scheduled export workflows.

Manage reports

Organize reports, folders, permissions, sharing, and version updates.

Build, Integrate, and Automate Reporting

Extend reports into applications and automate workflows:

Embed reports

Embed reports into applications using Report Viewer and Designer embedding options.

Use REST APIs

Manage reports, users, permissions, and server operations programmatically.

MCP Server

Connect AI assistants to Bold Reports^® documentation for faster report development, code generation, and integration guidance.

Migrate from SSRS

Move SSRS reports, shared data sources, and shared datasets to Bold Reports^® manually or in bulk.

Learning Resources and Updates

Explore additional resources and stay updated:

Demos

View interactive examples demonstrating reporting capabilities.

Solutions

Explore ready-to-use reporting solution templates.

Academy

Access structured training and learning materials.

Release updates

Review the latest features and version improvements.

Frequently asked questions

What is Bold Reports^®?

Bold Reports^® is a reporting platform for creating, managing, and delivering pixel-perfect paginated reports. It connects to multiple data sources and supports report design, secure sharing, scheduling, and embedding into applications.

What is Bold Reports^® Enterprise Reporting?

Enterprise Reporting is the Bold Reports^® Report Server that you host on your own servers to design, manage, schedule, and share reports. See Enterprise Reporting.

What is Bold Reports^® Cloud Reporting?

Cloud Reporting is the Bold Reports^® Report Server offered as a hosted cloud service, so you don't install or maintain the server. See Cloud Reporting.

What is Bold Reports^® Embedded Reporting?

Embedded Reporting provides the Report Viewer and Report Designer components that you embed in your own web and desktop applications. See Embedded Reporting.

What is the Bold Reports^® Standalone Report Designer?

The Standalone Report Designer is a desktop application for designing RDL reports. See Standalone Report Designer.

Can I move my SSRS reports to Bold Reports^®?

Yes. Bold Reports^® uses the same RDL architecture as SSRS, so most reports migrate with little or no rework. See Migrate from SSRS to Bold Reports^®.

Can AI assistants use the Bold Reports^® documentation?

Yes. The Bold Reports^® MCP Server lets AI assistants answer questions and generate code from the documentation, and manage reports on your live site.