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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 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 for 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 published to the Report Server.
  • Reports created by using the SSRS Report Builder can also be uploaded to the Report Server.

Steps to create a report

  1. Click the [+] icon in the toolbar and click on the Start from Scratch option. Add button dropdown toggle

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

    The report will be automatically saved as a draft if the user does not publish it, and you can view unpublished reports on the Drafts listing page.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

    New Report designer initial view

    • The Read Write Delete permissions for that Specific Report will be added for the user who created it.

Create Data

  1. To add 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

In the design view, the left pane consists basic items, data regions, data visualizations, and sub reports, facilitating the creation of an interactive report.

Here, the Chart report item is being used for demonstration purposes.

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

    Here, Column chart is being used for demonstration purposes.

    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 the 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 the Properties button in the configuration panel to open the property pane. Then, switch to the 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 menu. Choose a data from the drop-down list. Choose the dataset for chart

  5. Numeric columns and numeric expressions are listed under the Measures section, while other types 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 Measures section and drop it into the Y Values section. Add a Y-value field Now, the report item design will appear as follows: Preview after adding y-value field

  7. Aggregate Options: Click the Settings icon (highlighted below) to open the drop-down list for aggregation types. Aggregate settings icon You can set the aggregation type used to 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 it into the Column(s) section.
    Add dimension field Now, the report item design will appear as follows: Preview after adding dimension field

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

Customize the appearance

Navigate to the PROPERTIES tab in the properties pane.

Properties pane

This pane contains both general settings and settings specific to the report item. Configure the desired settings for the chart to enhance report design and improve report readability.

Chart final design view

Publish report

Once you are finished with the report design, publish the report by clicking either the Publish or Publish As button in the tools pane. Save menu Save menu

In the dialog below, click Publish. Publish Button

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 as follow: Chart report preview

    Download the above report design from provide link.

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. delete-report-part

  • If you still prefer the old designer look, navigate to Settings -> Configuration -> reporting/config.xml, set IsOldViewerDesigner node to true, and then save the changes.

    Config File Config File

  • Now the report designer will now look as follows: Config File

  • 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 lists the available APIs related to adding 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.