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Publish Reports in the Bold Reports application

To publish a Report to other site(s), follow these steps:

  1. Click on Publish in the context menu to publish the corresponding Report. Publish Site

  2. Select Internal Site for publishing reports in the publish dialog, and then click Next to proceed. Select Site

Note:
The Publish option will be available only for the master site. For non-master sites, the publish option will not be shown in the context menu.
The master site is the first site created during startup in Bold Reports, and all other sites are considered non-master sites.

Internal Site

You can publish the Reports to the sites created on the same Bold Reports server.

  1. Choose the sites from the drop-down menu where you want to publish the Report. Select Dashboard

  2. Specify the category name in which you want the report to be published on other sites. Select Category

  3. Provide a description for the reports if necessary. Select Description

  4. You can choose the owner, who has permission to create reports, data sources, and categories, for the reports in the published site using the Advanced option. If you do not, the report will be published with a random user who has permission to create reports, data sources, and categories. Select Advance

  5. You can configure the fields individually in the Advanced window. Advance Config

  6. After submitting the form, the publishing process will begin, and you can monitor its status on the Published Resources page. Submit Site

Manage published Reports

You can view the status of the published reports on the Published Resources page. The published resources are listed in the grid and grouped by Reports by default. Publish Module Publish Resources

Synchronize Reports

When you make changes to the original reports, you can synchronize those changes with the published site using the Synchronize Published Resource option. Synchronize Report Synchronize Report

Information of published Reports

You can view the publishing information of respective reports in the dialog box. Click Actions in the grid context menu and select Info.

Info Action Info Popup

Publish history

You can see the published history of corresponding reports. Click Actions in the grid context menu and select Publish History. History Action History Popup

Remove publish report

Published reports can also be removed from Bold Reports when they are no longer required.

Click Actions in the grid context menu and select Remove to remove the published report from the list. Remove Report