How do I reuse report parts in Cloud Reporting?

In Bold Reports® Cloud, you can create Report Parts directly from the Report Server and then edit, view info for, restore versions of, or delete the published Report Parts.

  1. Click the + icon in the left menu, and then select Create Report Part. Click Plus Icon Click Create Report Part

  2. Enter the report part name, and then click Add and Design. Click Add Design Button

  3. Now the Web Report Designer page will open. Design the report items, such as tables, charts, maps, and indicators.

  4. Click the Publish icon, and then click Publish in the Publish Report Part dialog. Click Publish Icon Click Publish

  5. View published report parts under the Report Parts section. Published report parts listed under the Report Parts section

  6. To edit a report part, click its Edit icon. Edit icon for a published report part

  7. To view the report part details, click Info in the report part menu. Info option in the report part menu

    Report Part Info provides information about the Report Part id, Report Part Type, Created by, Created on, Last modified by, Last modified on, and Linked Reports.

    Open Report Part Info

  8. To view the version history, click Version History in the report part menu. Report Part Version History

    The Version History dialog displays all available versions of the selected report part along with the version details. The most recent version includes only the Edit option, while previous versions provide both Edit and Restore options.

    Report Part Version List

    To restore a previous version, click Restore from the corresponding version menu.

    Restore Report Part Version

    The File Logs tab displays the history of changes made to the report part. The Bold Reports® Report Server records details such as the event, user, and date for each modification.

    Report Part File Logs

  9. To delete a report part, select Delete in the report part menu. Delete option in the report part menu

    Note: For more information, see Report Parts.

Frequently asked questions

Can I create a report part from a shared dataset?

Yes. Click the Actions button in the dataset grid context menu and select Create Report Part. See Dataset management.

How do I see which reports use a report part?

Click Info in the report part menu. Report Part Info lists the Linked Reports, along with the report part type, creator and modification dates.

Can I restore an earlier version of a report part?

Yes. Open Version History and click Restore on the earlier version. The most recent version shows only the Edit option.

Where do I find a report part I have not published?

Unpublished report parts are saved as drafts. Open the Drafts section and look under the Report Parts category.

How to find draft report parts

Unpublished report parts are saved as drafts under the Report Parts category in the Drafts section.

  1. Unpublished Report Parts can be found under the Report Parts category in the Drafts section.

    Unpublished report parts in the Drafts section