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Report Creation

This section describes simple steps to design a report using Web Report Designer.

Report designer initial view

Create Data

  1. To add a data, click on the Data icon in the Data Configuration panel. It opens the Data panel. Data panel icon

  2. Click on New Data button in the data panel. New data button

  3. Choose SQL type to connect data. Data source types panel

  4. In the new data source panel,

    • In Name field, specify the data source name without special characters.
    • In Server Name field, you need to select existing server in the local network from the drop-down list or specify the specific remote server name like myserver.domain.com.
    • In Authentication Type field, choose Windows or SQL Server authentication.
    • If you have chosen SQL Server authentication, specify the username and password of the server.
    • In Database field, choose or enter a existing valid database e.g. AdventureWorks. Data source fields panel

  5. Click the Connect button. Now the following view will be displayed. Query designer initial view

    Here, an AdventureWorks database is used for demonstration.

Edit dataset name

You can edit the name of the Data in the Name field that is available in toolbar pane.

Dataset name field

Drag and drop table in query designer

The left pane holds the tables, views, and procedures associated with the connected database. Drag your preferred table or view from the left pane and drop into the center pane labeled with Drag and Drop table here like below:

Drag and drop query table to design area

Now, the table will be dropped in the design area like below.

Query designer with query table

Execute query

  1. You can execute and visualize the data by using Run option in tools pane. Run query icon

  2. Now, the data will be retrieved based on the specified query. Execute query output

Save Data

  1. Click on the Finish button in the tools pane. Finish data button

  2. Your dataset should now be listed in the Data panel like below. Data list view

  3. Expand the icon to view the data fields. Data fields list

Add table 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 Table report item is used for demonstration.

  1. Select the Table item under Data Regions in the item panel, then drag and drop it to the design area. Table report item

  2. The above action will render the Table with two rows and three columns in the design area. Table initial view

Assign data

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

Assign the dataset to the Dataset property of the table. Assign dataset to the table

Add column header

  1. Select the first cell in the table, and enter the column header text as ProductID to the Content property of table. Enter text in table cell

  2. Similarly, you can add required column header text to other cells in the table. Assign column text output

Assign data fields in table cell

  1. Select the table cell and click on the Data assign menu icon to open data assign menu. Open data assign menu

  2. Assign the ProductID field in the table cell. Assign fields to table cell

  3. Similarly, you can assign the required data fields to the table cell. Output of assign fields procedure

  4. Assign expression to the table cell. Assign expression to table cell

  5. In the expression dialog, add the following expression =Fields!OrderQty.Value*Round(Fields!UnitPrice.Value,2) and click OK. Assign expression to table cell

  6. Now, the table will look like below, Assign expression to table cell

Resize the column

To improve the report readability, we can resize the table row height and column width.

  1. Place the mouse pointer in the respective column border. Resize the table column

  2. Drag the column gripper horizontally, to adjust the column width. Adjust column width of the table

Resize the row

  1. Place the mouse pointer in the respective row border. Resize the table row

  2. Drag the row gripper vertically, to adjust the row height. Adjust row height of the table

Customize the appearance

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

Customize table cell properties

Add total

  1. Select the second row, first cell and Right click -> Add Total Add total menu

  2. Now, select the third row, first four columns and Right click -> Merge cells Merge cells in table

  3. Modify the cell content as Total and align the content to Right side. Modify the cell content

  4. Select the third row, last cell and open the Data Assign menu. Then, click on Add Expression. Add expression menu

  5. In the expression dialog, add the following expression =Sum(Fields!OrderQty.Value*Round(Fields!UnitPrice.Value,2)) and click OK. Provide valid expression

Now, the table design will look like below.

Final design view

Save report

Once you are done with the report designing, to save a report refer How to save report section.

Preview report

  1. To see the report preview, click on the Preview button in the report header. Preview icon in design view

  2. Now, the report preview can be visualized like below. Table report preview

    Download the above report design from link

See also

Design a Basic Chart 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