Create Report

Note: Starting from v6.1, the default interface for creating or editing reports will be the new designer. The appearance of old designer has been deprecated. For more information related to this change, please refer to the corresponding section.

This section explains on how to create report and design a report in the Bold Reports On-Premise.

• If the user has All Reports permission, then the user can create reports in any category.
• If the user has Reports in Category permission with some chosen categories, then the user can only create reports in those chosen categories.
• Reports must be added in any one category.
• Reports can be designed in the Report Designer and then it can be published into the Report Server.
• Reports created by using the SSRS Report Builder can also be uploaded into the Report Server.

Steps to create a report

1. Click on the [+] icon from the toolbar and click on the Start from Scratch option.

2. Enter the report name in the dialog box and click on Add and Design button.

   The report will be automatically saved as a draft if the user does not publish it, and you can view unpublished reports on the Drafts listing page.

3. Now, the report designer page opens in a new tab, with a blank report by default.

   Read Write Delete permission for that Specific Report will be added for the user who created the report.

Create Data

1. To add a data, open the Data panel by clicking on the Data icon in the configuration panel.
2. Click on EXPLORE SAMPLE DATA in the data panel.
3. From the available data, select Sales data and click Add.
4. Now, a new DataSource and DataSet will be added in the report.

Add a chart report item

The left pane in the design view consists of basic items, data region, data visualization, and sub reports to design an interactive report.

Here, the Chart report item is used for demonstration.

1. Select any of the Chart type in the left pane, then drag and drop it to the design area.

   Here, Column chart is used for demonstration.

   

2. The above action will render the Chart report item in the design area.

Assign Data

This step is applicable only for the report items that belongs to data visualization and data region category.

1. To bind data to a report item placed in the design area, focus on that report item.
2. Click Properties button in the configuration panel, the property pane opens. Now, switch to DATA tab.
3. The DATA tab holds data configuration view.
4. The available data in the report will be listed in the drop-down, choose a data in the drop-down list.
5. The numeric columns and numeric expressions are listed under the Measures section; other type of columns and dimension expressions are listed under the Dimensions section.
6. Drag and Drop Measure Element: Select and drag the numeric column (measure element) or the numeric expression column from the Measure section and drop it in the Y Values section. Now, the report item design will look like below:
7. Aggregate Options: Click the Settings icon (highlighted below) to open the aggregation type drop-down list. You can set the aggregation type by which you can compute the selected column.
8. Drag and Drop Dimension Element: Select and drag the dimension element from the Dimensions section to measure against any of the selected numeric column(s) in Y Value(s) section, and drop into the Column(s) section.
   Now, the report item design will look like below:
9. Grouping: You can group the added column element with another column, by adding the respective dimension element into Row(s) section. Now, the report item design will look like below.

Customize the appearance

Navigate to the PROPERTIES tab in the properties pane.

This pane holds some general settings and some specific to the report item. Configure the desired settings to the chart for better report design and to improve report readability.

Publish report

Once you are done with the report designing, click on the Publish option.

Preview report

1. To see the report preview, click on the Preview button in the center of the report header.
2. Now, the report preview can be visualized like below.

Download the above report design from the GitHub repository.

Breaking changes from v6.x

• From v6.1 , when creating a new report or editing an existing one, the designer will be displayed by default using the new designer. The old designer look has been deprecated.

• If you have previously saved your designer preference on the user profile page, that saved preference will no longer considered, and the related options will no longer be available.

See also

Design a Basic Table Report

Create an Embedded DataSource

Create an Embedded DataSet

Link a Shared DataSource into a Report

Link a Shared DataSet into a Report

Create a Duplicate Copy of DataSource in a Report

Create a Duplicate Copy of DataSet in a Report

Add a Report Parameter to a Report

Embed an Image in a Report

REST API Reference

The following table illustrates the list of available APIs related to Add reports in Bold Reports On-Premise.