New reports are designed in SSRS using Report Builder 2.0/3.0, depending on your version of SSRS or Business Intelligence Studio, to create the RDL (Report Definition Language) file. Avolve creates the reports in Report Builder 2.0 to be compatible with both versions.
The RDL file is an XML file which contains database connection information, SQL and the report design. Once created, the report RDL is imported to SSRS Report Manager and to the ProjectDox site to allow for further configuration and viewing inside of the application.
While there are options to import the RDL to Report Manager and ProjectDox, Avolve recommends using ProjectDox Enterprise Manager.
To modify an existing report,
click the Edit Report button for the
desired report. The current values will populate the Configure Report
tab where you may edit and click Save Report to save your changes.
Attempts to save
reports in the root folder of SSRS will result in an error, indicating
the report path cannot be found. To resolve this, you may add a forward
slash (/) to the report path when saving, or store reports in lower
level folders (recommended).
a. Public – Select this checkbox to allow viewing of the report in the user interface.
b. Report Type – Designate one of the following types: Administrative, Project, SiteWide, or Workflow.
c. Allowed Groups – Ability to restrict or enable the viewing of a report for select project group(s) across all project-level reports.
i. Exclude: select the Exclude radio button and the project groups that should not be able to view the selected report.
ii. Include: select the Include radio button and the project groups to allow the ability to view the report for the site. Those groups not selected will not be able to view the report.
d. Update parameter attributes in the Configure Report Parameters screen accessed through the Next button. Be aware that every time you use the Next or Back buttons the updated settings are saved.
Custom
ProjectFlow reports have to have “ProjectFlow” at the beginning of
the report name otherwise they don't get listed. Make sure the name
of the report reflects this.
A System Administrator can perform some basic configuration of reports from the System Administration\Reports area. From the Administrative Reports tab, three options are available:
View a report
Delete a report
Edit a report