Publish a report from Bold Reports^® Web Report Designer

You publish a report from the Bold Reports^® Web Report Designer by clicking Publish and choosing a destination category on the on-premises Report Server.

How do I publish a report to an on-premises enterprise server?

You publish a report to the Bold Reports^® on-premises Report Server from the Publish dialog of the Web Report Designer.

1. Click the Publish button in the top-right corner of the Web Report Designer, or open the Publish dropdown and select Publish As.
2. In the Publish dialog, click the Browse icon in the File Location box to choose the destination category.
3. In the Browse dialog, select an existing category or subcategory to organize the report.
4. Optionally, publish the report to a new category or subcategory from the Browse dialog.

Publish a report to a category

You publish a report to a Report Server category by selecting the category in the Browse dialog.

1. In the Browse dialog, single-click the category where you want to publish the report, and then click Select.
2. Check the File Location box in the Publish dialog, which shows the selected path.
3. Click Publish to save the report to the selected category.

Publish a report to a subcategory

You publish a report to a Report Server subcategory by expanding its parent category in the Browse dialog.

1. In the Browse dialog, double-click the parent category to expand it.
2. Review the subcategories of the selected category, which are now displayed.
3. Choose the required subcategory and click Select.
4. Check the Publish dialog, which shows the selected subcategory path.
5. Click Publish to save the report to the selected subcategory.

What happens if a report with the same name exists?

If a report with the same name already exists at the target location, the Web Report Designer shows a confirmation message asking whether to replace it.

Click Yes to replace the existing report, or click No to change the report name in the Name field.

If you are editing a report stored on the server, clicking Publish replaces the existing report.

Create categories from the Publish dialog

The Browse dialog of the Bold Reports^® Web Report Designer lets you create categories or subcategories directly while you publish a report.

Create a new category

You create a new Report Server category with the New Category option in the Browse dialog.

1. In the Browse dialog, click New Category to open the New Category dialog.
2. Enter the required details and click Save.
3. Check the Browse dialog. The category list refreshes and the new category appears.

Create a new subcategory

You create a new Report Server subcategory by expanding a parent category and using the New Category option.

1. In the Browse dialog, double-click the parent category to expand it.
2. Click New Category to open the New Category dialog.
3. Enter the required details and click Save.
4. Check the Browse dialog. The subcategory list refreshes and the new subcategory appears.

Bold Reports^® supports up to three levels of subcategories.

How do I refresh the category list?

The Refresh button in the Bold Reports^® Browse dialog reloads the category list from the server.

How do I search for a category?

The Search box in the Bold Reports^® Browse dialog finds a specific category when you type a keyword. The list is filtered instantly to help you locate the category.

How do I download the report?

You download a published report from the Bold Reports^® on-premises server home page. Click Actions in the report’s grid context menu and select Download Report to download the report in .rdl format.

Frequently asked questions

How many subcategory levels can I create?

Bold Reports^® supports up to three levels of subcategories.

What happens when I publish a report I opened from the server?

If you are editing a report stored on the server, clicking Publish replaces the existing report.

See also

• Open a report
• Preview a report
• Design an RDL report in the Web Report Designer