Publish Report

This section explains how to publish a report from Report Designer to an on-premises server and how to download the report.

Publish a report to an on-premises enterprise server

1. Click the Publish button in the top-right corner of the 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. You can also publish the report to a new category or subcategory from the Browse dialog.

Publish a report to a category

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

Publish a report to a subcategory

1. In the Browse dialog, double-click the parent category to expand it.
2. The subcategories in the selected category are displayed.
3. Choose the required subcategory and click Select.
4. The selected subcategory path appears in the Publish dialog.
5. Click Publish to save the report to the selected subcategory.

If a report with the same name already exists at the target location, a confirmation message appears 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

You can create categories or subcategories directly from the Browse dialog while publishing a report.

Create a new category

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

Create a new subcategory

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. The subcategory list refreshes and the new subcategory appears in the Browse dialog.

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

Refresh option

Use the Refresh button to retrieve the latest category list from the server.

Search option

Use the Search box to find a specific category by typing a keyword. The list is filtered instantly to help you locate the category.

Download the report

On the 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.