Portal reports sources are containers for DevExpress Reports (also known as DevExpress Reporting or XtraReports) that are a reporting toolset provided by DevExpress, designed for creating, displaying, and exporting rich, interactive, and visually appealing reports. Multiple reports can be designed, imported, exported, and configured within Portal report source feature, with each report assigned one or more Data sources. Also, while importing an already existing report, it is possible to assign a different data source or keep the existing one.
Later, when these reports are called from the ATS Reporting portal, the configured parameter values are passed on to a Devexpress report viewer element for preview.
Portal reports reporting sources can be added with or without configured reports . When the source is later edited reports can be added (designed or imported) or removed, as well as data sources for the specific reports.
To add a Portal reports reporting source without configured reports:
Open ATS Configuration Manager and navigate to the Reporting card.
Press Add source.
The New reporting source pane is loaded. Fill in the fields presented as follows:
Name: Enter a name for the reporting source. This name must be unique.
Type: Select Portal reports.
Description: Enter a description for the reporting source.
From parameter name: Sets default from parameter name for all reports that have at least 2 date-time (optional).
To parameter name: Sets the default to parameter name for all reports that have at least 2 date-time (optional).
From and to parameters are dependent on each other. These parameters are set in order to filter a report from-to with a time period.
Press Save.
The New reporting source blade is closed and an appropriate push notification will appear depending on the outcome.
A successfully created reporting source will appear in the top position of the Reporting sources grid.
Ensure that a data source had been added before designing the report.
To add a web page reporting source with configured data sources:
Open ATS Configuration Manager and navigate to the Reporting card.
Press Add source.
The New reporting source pane is loaded. Fill in the fields presented as follows:
Name: Enter a name for the reporting source. This name must be unique.
Type: Select Portal reports.
Description: Enter a description for the reporting source.
From parameter name: Sets default from parameter name for all reports that have at least 2 date-time (optional).
To parameter name: Sets the default to parameter name for all reports that have at least 2 date-time (optional).
From and to parameters are dependent on each other. These parameters are set in order to filter a report from-to with a time period.
Press the Add and edit button
A notification is displayed that indicates the source has been successfully added, and the user is navigated to the Edit source blade.
Select the Data sources tab. An empty Data sources grid is displayed.
Click on the Add button above the Data sources grid.
The Add new data source blade is loaded. Fill in the fields presented as follows:
Name: Enter a name for the data source. This name must be unique within this reporting source.
Description: Enter a description for the data source (optional).
Connection string: Provide a connection string for the data source.
Test connection: Click the button to check if the connection string is valid.
Press Add.
The Add new data source blade is closed, and the data source is saved. The grid is automatically refreshed with the new data.
To design a new report:
Open an existing Portal reports data source
Click on the Reports tab.
Press the Add button.
The DevExpress reporting designer is opened in a new tab.
To learn how to use the DevExpress report designer, please click here.
Once the report is designed and saved, the designer tab can be closed. The reports tab and grid are refreshed with the new data.
To edit a Portal reports reporting source, click on the report in the reporting sources grid or select the Open option from the row context menu. The reporting source details blade is loaded on the right with three tabs: Properties, Data sources and Reports.
The Properties of a Portal reports reporting source are edited in the same way as any other reporting source type.
To edit the data source for a Portal reports reporting source:
Click on the Data sources tab in the and then click on the grid row or Open option from context menu. Edit Data source blade is opened with filled information. The password in the connection string is not visible. If you want to change it, you should enter new password (change *** with your real password data) and then test it by pressing the test connection button.
To edit the data source of a Portal reports reporting source:
Click on the Data source tab option in the reporting source details blade.
The Data sources grid is displayed, showing the configured data sources for this reporting source in two columns: Name and Description.
Click on a Data source in the data sources grid or select the Open option from its context menu.
The data source details blade is loaded on the right with the Update and close button disabled.
Edit the properties of the data source.
The password in the connection string is not visible. To update is, enter a new password and press the Test Connection button.
The Update and close option is enabled.
Press Update and close.
The Data source blade is displayed.
Click on the Data sources tab option in the reporting source details blade.
The Data sources grid is displayed, showing the configured data sources for this reporting source in two columns: Name and Description.
Select the Delete option from a data sources context menu.
Click on the Yes button in the confirmation pop-up screen.
The data source is no longer present in the grid for this reporting source.
Click on the Reports tab option in the reporting source details blade.
The Reports grid is displayed, showing the configured reports for this reporting source.
Click the Open option from the context menu of the report to be edited/redesigned.
The DevExpress report designer is opened in a new tab with the selected report preloaded.
Once the report is edited and saved, the designer tab can be closed. The reports tab and grid are refreshed with the new data.
Click on the Reports tab option in the Reporting source details blade.
The Reports grid is displayed, showing the configured reports for this reporting source.
Click on a report in the Reports grid and select the Delete option for the report to be deleted.
Click on the Yes button in the confirmation pop-up screen.
The report is removed from the Reports grid.
Reports desiged in the DevExpress report designer can be hidden from users in Reporting Portal. source details blade.
Click on a report in the Reports grid and select the Hide option for the report to be hidden. The report is greyed out in the Reports grid. To unhide the report to users, select a hidden report and click the Unhide option from the context menu.
The export option enables users to transfer a configured report from one source and later import it to another source.
Click on the Reports tab option in the Reporting source details blade.
Click on a report in the Reports grid and select Export option on the report to be exported.
A file with .repx extension should be downloaded.
Click on the Reports tab option in the Reporting source details blade.
Click on Import button above the grid.
The New Import blade is opened with the following fields:
Name: Enter a name for the report. This name must be unique.
Select REPX file: File uploader. Only repx files are accepted.
When a file is selected, it first checks the extension, then validates the report being imported. If the report already has assigned data sources, they appear as labels in the blade with a dropdown list above each one. If the current source matches some data sources of the imported source with its own data sources by name (displayed in the Data Sources tab), it automatically preselects them in the dropdown list. However, a different data source can be selected if one is available and preconfigured for that specific Portal reports source.
Click on the Save and Close button. The Reports grid is automatically refreshed with the imported report.
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