Publish Reports in the Bold Reports® application

You can publish a report from the master site of the Bold Reports® Report Server to internal sites on the same server or to external sites.

How do I start publishing a report?

To publish a report to other sites from the Bold Reports® Report Server, follow these steps:

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

  2. For the master site, a dialog appears with the options Internal Site and External Site. Select either Internal Site or External Site in the publish dialog, then proceed to Next. Select Site

Note:
The Publish option is available only for the master site. For non-master sites, the publish option is not 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 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. To publish the report, data source, and dataset with the same names on the destination site, select the checkbox Use source report, data source, and dataset name. Select Existing Names If you prefer not to use the same name as the source site, uncheck the checkbox. A timestamp is then appended to the report name. The data source name and dataset name used in the report also have the timestamp added on the destination site. Report With Timestamp

  4. If needed, provide a description for the reports. Select Description

  5. Select the Lock report editing in published site checkbox if you want to prevent editing of the published report on published sites. Lock Report Editing

  6. Select the Lock data source editing in published site checkbox if you want to prevent editing of the published data source on published sites. Lock Data Source Editing

  7. Select the Lock dataset editing in published site checkbox if you want to prevent editing of the published dataset on published sites. Lock Dataset Editing

  8. Use the Advanced option to select an owner (with permissions to create reports, data sources, datasets, and categories) for the reports on the published site. If you don’t select an owner, a random user with the required permissions is assigned. Select Advance

  9. To publish in a different category, enter the desired category name in the text field. Change Category Name

  10. Configure each field individually in the Advanced window, if needed. Advance Config

  11. Submit the form. The publishing process begins, and you can monitor its status on the Published Resources page. Submit Site

External Site

Use the Report Server external site publish option to publish reports to sites hosted on other Bold Reports® servers.

  1. Click + to add an external site. Add External Site

  2. Fill in the following details, as shown in the following image:

    • Name: Enter the name you want for the external site.
    • Client ID: Enter the Client ID of the site.
    • Client Secret: Enter the Client Secret of the site.
    • Site URL: Enter the URL of the site.

    External Site Dialog

  3. After the external site is added, choose it from the drop-down menu and follow the same steps used for the internal site to publish the report.

How do I track published reports?

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

How do I synchronize published reports?

When you change the original reports, you synchronize those changes with the published site using the Report Server Synchronize Published Resource option. Synchronize Report Synchronize Report

How do I view publishing information?

You view the publishing information of a report in the Report Server Info dialog box. Click Actions in the grid context menu and select Info.

Info Action Info Popup

Publish history

You can see the publish history of a report in Report Server. Click Actions in the grid context menu and select Publish History. History Action History Popup

How do I remove a published report?

You can remove published reports 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

Frequently asked questions

Why is the Publish option missing from the context menu?

The Publish option is available only for the master site. The master site is the first site created during startup, and all other sites are non-master sites.

What happens if I do not select an owner for published reports?

If you don’t select an owner, a random user with the required permissions is assigned.

See also