Import Existing Reports

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Setup Folders

Upload Reports

Setup a Data Source

Link Reports to Data Source

Setup Folders

1.     Open Internet Explorer.

2.     Go to the reports management page for ARS.

http://<ReportServer>/Reports/Pages/Folder.aspx

You'll be presented with a screen similar to the following one, displaying the available Root Folders.

3.     If required, click New Folder.

4.     Enter a name and description for the folder.

5.     Click OK.

The root folder is added to the list.

6.     Select the root folder that you wish to add reports to.

The list of contained items is displayed.

7.     Create folders as required to organise the reports you are going to add.

Upload Reports

8.     Enter the folder where you wish to add the reports.

9.     Click Upload File.

10.  Click Browse.

11.  Navigate to the report files.

12.  Select the report file (*.rdl) to be uploaded and click Open.

13.  Enter a name for the report. This will be seen by the ARS user at runtime.

14.  Click OK.

The report is added to the list.

Repeat for every required report.

Setup a Data Source

A data source is used by a report to locate the database information to be analyzed. Instead of pointing each report to a database individually, each report can point at the data source which will direct them all to the same location.

15.  Click New Data Source.

16.  Enter a name and description.

17.  Ensure Enable this data source is enabled.

18.  Select a data source type. For ATS Intelligence this will be Microsoft SQL Server.

19.  Enter a connection string. This will be in the following form:

Data Source=<DatabaseServer>;Initial Catalog=<DatabaseName>

20.  Enter the credentials required to access the database server.

21.  Click Apply.

The data source is now available in the folder.

Link Reports to Data Source

22.  Open the menu for the first report by clicking the down arrow as shown below:

23.  Select Manage.

The properties for the report will be displayed.

24.  Click Data Sources in the menu on the left side of the screen.

25.  Select A shared data source.

26.  Click Browse.

27.  Navigate to the data source you created and select it.

28.  Click OK.

29.  Click Apply.

The report is now linked to the datasource.

30.  Click on the folder name in the top left corner of the screen to return to the reports folder.

31.  Repeat the same steps for each report.