Adding custom SSRS reports and subreports

If you have designed your own RDL source files, you can upload them into iMIS templates, create reports (which link templates to queries), and display those reports with SSRS iParts.

Note: In Reporting Services, subreports are stored as separate RDL files that the main report references. Therefore, you need to upload them into iMIS separately.

To add an SSRS report to iMIS  

1.  Import your template (RDL) into iMIS as a Reporting Services Template:

□    In the Document System, open the \Reports\Templates folder for the target module.

□    From the toolbar, select New > Reporting Services Template

□    Browse to the source RDL file on your file system.

2.  Create a report that will bind a query to this template as a Reporting Services Report:

□    In the Document System, open the \Reports folder for the target module.

□    From the toolbar, select New > Reporting Services Report.  This object is a process engine.

□    On the Sources tab, specify which Reporting Services Template and IQA query to use.

□    On the Parameters tab, choose whether to show the report’s parameters at run-time and whether to preset their values (such as to make this report display Texas locations only).

3.  Create a content record with an SSRS iPart to display your new report:

□    In Content Designer > Manage content, open an appropriate folder to house your new report.

□    From the toolbar, select New > Website content.

□    For add new content, open the Utility folder and select the SSRS Report iPart.

□    Configure the iPart to point to the report () you just created.

4.  Deploy the new content into the site through a navigation item, tagging, or other method.

To add SSRS subreports to iMIS

Creating a report that has subreports is the same process, except that you also import the subreport RDL files into the same folder as the main (parent) RDL file.

1.  Import your template (RDL) into iMIS as a Reporting Services Template:

2.  In the same folder, also create templates for each subreport RDL used by the main report. iMIS can run the subreports specified in the main report only if they are in the same folder.

3.  Create a report that will bind a query to this template as a Reporting Services Report:

4.  Create a content record with an SSRS iPart to display the main report:

5.  Deploy the content into the site through a new navigation item, tagging, or other method.