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Create Report

This section explains how to create and design a report in 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. Add button dropdown toggle

  2. Enter the report name in the dialog box and click on Add and Design button. Report designer initial view

    Report designing in designer will save as draft report. Draft report

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

    • Click on the Try the new designer toggle button if the user wants to experiment with the new designer.

    New Report designer initial view

    • 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. Configuration panel

  2. Click on EXPLORE SAMPLE DATA in the data panel. Data creation panel

  3. From the available data, select Sales data and click Add. Data creation panel

  4. Now, a new DataSource and DataSet will be added in the report. Data list view

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.

    Chart report item

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

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. Focus chart item

  2. Click Properties button in the configuration panel, the property pane opens. Now, switch to DATA tab. Chart properties pane

  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. Choose the dataset for chart

  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. Measures and dimensions

  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. Add a Y-value field Now, the report item design will look like below: Preview after adding y-value field

  7. Aggregate Options: Click the Settings icon (highlighted below) to open the aggregation type drop-down list. Aggregate settings icon You can set the aggregation type by which you can compute the selected column. Aggregate menu list

  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.
    Add dimension field Now, the report item design will look like below: Preview after adding dimension field

  9. Grouping: You can group the added column element with another column, by adding the respective dimension element into Row(s) section. Achieve grouping by row values Now, the report item design will look like below. Preview of row value grouping

Customize the appearance

Navigate to the PROPERTIES tab in the properties pane.

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.

Chart final design view

Publish report

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

Preview report

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

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

    Download the above report design from link.

Report Part

  1. Published report parts can be viewed under the Report Parts section. report-part-listing-page

  2. Choose the Edit icon to edit the report part. edit-report-part

  3. Choose the delete option to delete the report part. delete-report-part

    Note: To know more about it, refer to the section Report Parts.

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.

Action HTTP Method Endpoint Description
AddReport POST /api/site/{tenant-name}/v1.0/reports Add report to the server. Report details must be passed as input.