ActiveReports 12 Server 1

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1 ActiveReports 12 Server 1 Table of Contents Table of Contents 1-2 ActiveReports 12 Server Designer User Guide 3 Report Portal 3-7 Mobile Report Portal 7-11 Get Started with ActiveReports Web Designer Key Features Elements of Web Designer Supported Controls Working with Tables 16 Table Overview 16 Create a Report with Table Working with Tablices 21 Tablix Overview Create a Report with Tablix Working with Charts Chart Overview Chart Types Create a Report with Chart Working with Parameters 37 Parameter Overview 37 Create a Report with Parameter Working with Filters Using Filters and Parameters 49 Using Expression Editor Using Themes and Styles Using Templates How To 54 Create a Static Report Connect to Data Add a Shared Data Set Add an Embedded Data Set Add a Semantic Data Model 60-61

2 ActiveReports 12 Server 2 Create a Master-Detail Report using Groups Create a Master-Detail Report using Subreport Create a Complex Pivot Report Create a Drill-Down Report Create a Report with Drill-through in Chart Create a Dashboard Report Get Started with ClickOnce End User Designer Elements of ClickOnce End User Designer Report Types Create a Report Creating a Page or RDL Report Creating a Section Report Modify a Report Connect to Data 105 Connect to a Data Source Add a Dataset Edit a Shared Dataset 108 Sharing and Security Previewing Reports Send a Report by Scheduling Reports Schedule Options Relative Dates Report History Publish Reports 126 Report Versions Working with Report Versions Report Categories Working with Personal Categories Caching Reports

3 ActiveReports 12 Server 3 ActiveReports 12 Server Designer User Guide ActiveReports Server is a browser-based report designer that enables users without any knowledge of codes to create complex reports, and implement major interactive features such as filtering, grouping, sorting, and adding parameters. Note: This help file is for ActiveReports Server Designer. In case you are looking for Administrative features, you can see ActiveReports Server User Guide for more information. In the ActiveReports Server Designer Documentation Report Portal Learn about the various elements of the Report portal for desktop and mobile, the home page to start designing reports. Get Started with ActiveReports Web Designer Learn about ActiveReports Web Designer, the default designer based on HTML5 technology. This topic also provides a step-by-step guide to creating your reports. Get Started with ActiveReports ClickOnce End User Designer A brief introduction to the ActiveReports ClickOnce End User Designer, designer based on ClickOnce technology. This topic describes the supported report types, and how to create and modify reports. Sharing and Security Find out about the role-based security in ActiveReports Server. Previewing Reports Learn about previewing reports that has three types of UI options - mobile UI, desktop UI, and custom UI. Send a Report by This topic explains how to send a report in different formats while previewing a report on HTML5 Viewer. Scheduling Reports Learn about report scheduling and distribution in ActiveReports Server. Publish Reports This topic explains how to publish your reports and distribute them to users in different formats. Report Versions Learn about report versioning in ActiveReports Server. Report Categories Learn about report categories in ActiveReports Server. Caching Reports Learn how and why to modify report cache settings. Licensing Agreement Please see the ActiveReports Server Licensing Agreement on our web site for full details about licensing for each edition. Acknowledgements Microsoft, Windows, Visual Studio, and Microsoft SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Report Portal

4 ActiveReports 12 Server 4 The starting point for all reporting with ActiveReports Server is the Report Portal. The Administrator provides you a link to reach the portal along with a user name and password to log in. Once you are logged in, the Report Portal shows you a list of existing reports that you can preview, design, or delete. The Report Portal consists of the following elements ToolBar Elements Name Description Support in Mobile Portal Quick Access Toolbar - Consists of commonly used commands to perform basic operations. Admin dashboard Allows the End User to access the Administrator dashboard from the Report Portal. Note: Admin permissions are required to view the Admin dashboard link. Please contact your server administrator to provide you the required permission to access the admin dashboard. Log Out ActiveReports Server Send Feedback Logs out the End User from ActiveReports Server. Allows the End User to open the ActiveReports Server help documentation. Allows the End User to Send Feedback related to the product. Categories and Search - Consists of a Categories panel that displays System Categories and Personal Categories, and a Search option that allows End Users to search reports in the Report List. It also contains My Favorites section that displays all your favorite reports.

5 ActiveReports 12 Server 5 Search Allows the End User to search reports from a list of existing System and Personal Categories. There are two types of search that are available for the End User. See System Categories and Personal Categories for further details. Search in selected category: Allows users to search their reports in the selected category. Search in all categories - Allows users to search their reports in all the existing categories. Create No Category My Favorites Allows the End User to create a new Personal category using the Add/Edit Category dialog box. See Working with Categories for further information. This is a default category. Reports that are not assigned any categories are listed under this section. Allows End User to quickly access the frequently used reports. Reports marked as favorite are listed under the My Favorites section. Report List - This section consists of a list of reports. Report Name, Date, Time and User name are displayed for all the reports in the Report List. Gallery View List View Sorted by Displays the list of reports in the Gallery View mode. Displays all the reports in the List View mode. Allows the End User to sort their reports. Reports can be sorted on, Report Name Modify Date User Name Report Check Box Allows the End User to select a report from the Report List.

6 ActiveReports 12 Server 6 Create Report Favorites Report info Preview report Allows the End User to create a new report. In the Create report dialog that appears, you can select the report type - Semantic report, Section report, Page report and RDL report. See Create Your First Report ('Creating Your First Semantic Report' in the on-line documentation) and ClickOnce End User Designer for further information. Allows the End User to add or remove their reports from the My Favorites section. See Add or Remove reports from Favorites ('Add or Remove reports from My Favorites' in the on-line documentation) for further information. Displays the Information tab that includes information related to the selected report to the right of the Report Portal. Allows the End User to preview the output of the report in the ActiveReports Server Viewer. See Site Settings to change the report preview options. Design report Displays the selected report in the Designer. Delete report Report list items: select all or unselect all Selected reports Delete Deletes the selected report from the Report List. Allows the End User to select or clear all the reports in the Report List. Displays the count of selected reports in the Report List. Allows the End User to delete the selected reports from the Report List. Information Tabs - Displays information related to the report. It consists of Information, Schedule, History, Revisions, and Categories tab. Info Schedule Displays properties, permissions and caching information for the selected report. Allows the End User to add a schedule for the selected report. See Scheduling Reports for further information.

7 ActiveReports 12 Server 7 History Revisions Categories Displays a history list that corresponds to a schedule task. See Report History for further information. Displays a list of revisions for the selected report. See Report Versions for further information. Displays the list of categories that you can assign to your reports. See Categories for further information. Mobile Report Portal Mobile portal is a responsive user interface of the desktop Report Portal that gives you the flexibility to perform various reporting functions such as searching, exporting, previewing reports using simple touch gestures. Now you can access ActiveReports Server mobile portal from any touch enabled device and view the reports from anywhere. Log in with the username and password provided by the System Administrator to access the Mobile Portal. Note: The Mobile view of the ActiveReports Server Report Portal does not provide a few functionalities such as scheduling, report creation etc. See Report Portal for a complete list of functionalities which are supported in the Mobile Report Portal. Elements of the Login Screen Elements Name Description Login Field Displays the user name to access the reports on the Mobile Report Portal. Password Field Displays the password to log into the Mobile Report Portal.

8 ActiveReports 12 Server 8 Login Button Allows users to log into the Mobile Report Portal. I forgot my password link Keep me Logged in check box Don't have an account? Login as guest link Allows users to recover their password. Saves the login information in the browser. Allows users to access the Mobile Report Portal as a guest user. Elements of the Categories and Search Screen Consists of a Categories panel that displays System Categories and Personal Categories, and a Search option that allows End Users to search reports in the Report List. It also contains My Favorites section that displays all your favorite reports. Elements Name Description No Category My Favorites Search This is a default category. Reports that are not assigned any categories are listed under this section. Allows End User to quickly access the frequently used reports. Reports marked as favorite are listed under the My Favorites section. Allows the End User to search reports from a list of existing System and Personal Categories. There are two types of search that are available for the End User. See System Categories and Personal Categories for further details. Search in selected category: Allows users to search their reports in the selected category. Search in all categories - Allows users to search their reports in all the existing categories.

9 ActiveReports 12 Server 9 Show reports from selected category button Single tap the Show reports from selected category button displays all the reports for the selected category. Elements of Report List Screen Elements Name Description Preview Favorites Sorted by Allows the End User to preview the output of the report in the ActiveReports Server HTML5 Viewer. Allows the End User to add or remove their reports from the My Favorites section. See Add or Remove reports from Favorites ('Add or Remove reports from My Favorites' in the on-line documentation) for more information. Allows the End User to sort their reports. Reports can be sorted on, Report Name Modify Date User Name Delete Selected reports Deletes the selected report from the Report List. Displays the count of selected reports in the Report List.

10 ActiveReports 12 Server 10 Report info Report details Select a report and then single tap the Report info button to display the Information Tab to the right of the screen that includes information related to the selected report. Displays the Information Tab to the right of the screen that includes information related to the selected report. Elements of Preview Screen Elements Name Description Table of Contents Parameters Search Single page view Single tap the Table of Contents button to open the Table of Contents pane. Tap any Table of Contents item within the Table of Contents pane to navigate to the corresponding section of the report. Single tap the Parameters button to open the Parameters pane. The Parameters pane appears automatically if your report contains parameters. Allows you to search a specific text in the report. Single tap the Search button to open the Search pane. Shows one page at a time in the viewer. Continuous page view Save As Shows all preview pages one below the other. Displays the drop-down list of formats to export the report. The available options are PDF Document, Word Document, Image File, MHTML Web Archives, and Excel Workbook. Tapping the menu item exports the report to the selected format and opens the saved file in the browser as an attachment. Send report by after specifying address of the recipient in the Send Report by dialog. You can select the format of the report from PDF

11 ActiveReports 12 Server 11 (default), EXCEL, MHT, Image, WORD, and XML, and choose to send the report as link or as an attachment. Back to Parent Returns to the parent report in a drill-through page report. Next Page Navigates to the next page of the displayed report. Previous Page Navigates to the previous page of the displayed report. Current Page Displays the current page number and page total. Enter the page number to view a specific page. See Previewing Reports for more information. Get Started with ActiveReports Web Designer The ActiveReports Web Designer works with following browsers: Chrome Edge Internet Explorer 11 You can create RDL reports with server data sets and with a semantic model, and Page reports with server data sets. Note: When an existing semantic report is opened in the Web Designer, it gets converted to an rdl based semantic report. The reports created in Web Designer can not be opened in Flash Designer. Users can only work with scripts in Web Designer but cannot add or edit them directly. However, they can use the ClickOnce Report Designer if they want to add or edit a script. The following basic areas are covered to get started with ActiveReports Web Designer. Key Features Lists the key features of Web Designer. Elements of Web Designer Learn about the interface elements of Web Designer. Supported Controls Learn the controls supported in the Web Designer. Working with Tables Here you will learn how to work with tables in Web Designer. Working with Tablices Here you will learn how to work with tablices in Web Designer. Working with Charts Here you will learn how to work with charts in Web Designer.

12 ActiveReports 12 Server 12 Working with Parameters Discover how to make your reports interactive by using parameters in your reports. Working with Filters Learn about adding filters in data sets, data regions, or in data region groups. Using Filters and Parameters Learn the difference between usage of filters and parameters in a report. Using Expression Editor Learn about expressions and building them in Expression Editor. Using Themes and Styles Find out how styles and themes can revamp the look of reports. Using Templates Find out about using the ready-to-use templates for report designing. How To Quickly learn how to perform specific tasks with ActiveReports Web Designer. Key Features The key features of ActiveReports Web Designer are as follows: Simple and intuitive designing The Snap lines on the design area help align controls. The ability to drag and drop controls onto the design area and within controls on the design area. Easy to understand and use properties. Flexible data access Make use of Shared or Semantic data sets, or create Embedded datasets. The shared datasets are useful when there are multiple reports depending on a single data set. When a shared data set gets modified, you can refresh it in a report that uses it. The embedded data sets are useful when the data source is to be used with single report. Different Report Types The ActiveReports Web Designer supports three types of reports - RDL Reports, that depend on the size of data for their layout, Page Reports, that are data independent and have pixel-perfect layout, and Semantic Reports, that depend on the Semantic data model. All these reports support adding subreports. Ready-to-use Templates You can select a template that has all the required report elements with formatting set up, and build a report on that. Enhanced Themes and Styles There are a number of themes and styles available for your report and controls on the report that lets you transform a plain report to a visually appealing one. The default styles are automatically applied to the controls that support style feature. Intuitive previewing The viewer options provide rich user experience as it lets you: use the sidebar panel to enter parameters and view table of contents in the report when applicable choose from different page view modes - Single page view to view reports page-wise, and continuous page view to view all pages in a scrollable frame. send reports by take print of reports

13 ActiveReports 12 Server 13 export to different other formats. Export to multiple formats You can export your reports to several formats such as Excel file (xlsx), MHT document (archived Web page), Image file, PDF document, Word document, XML file (xml), or CSV file (csv). Elements of Web Designer ActiveReports Web Designer is based on HTML5/JS technology stack. The designer is an integrated reporting application and comes packed with a powerful yet intuitive user interface that facilitates users in creating summarized and structured reports anywhere on any device. Web Designer Interface Elements

14 ActiveReports 12 Server 14 The Report Design Surface is where you can drag and drop entities and attributes to create tables and charts and other controls to design your reports. It is visible on the Design tab and the Report tab. See below for more information. Ribbon tabs: The ribbon on the designer window consists of following tabs: Menu: Contains report explorer, group editor, and report controls that assist in designing reports. You can also find Preview button to preview reports. Report Explorer: Provides an overview on hierarchy of added report items. It displays the current selection and also allows selecting other report items Group Editor: Shows Column and Row hierarchies of Tablix members for currently selected Tablix or

15 ActiveReports 12 Server 15 Table data region. File: Contains options to create, open or save reports. It also contains the version information in About option and help documentation link in Help option. Home: Consists of report editing options such as cut, copy, paste, and delete. It also provides shortcuts for text formatting such as font, font size, font color, and horizontal and vertical text alignments. Insert: Contains controls that can be dragged and dropped onto the design area. Report: Contains options to add, delete, or move pages (in Page report) and add or remove header and footer (RDL report), and change report themes. Properties: Displays the properties of the selected report element. If more than one element is selected, only their common properties are shown. Data: Contains options to manage data sets and parameters. It also displays common values such as current date and time, page number, total pages, and more. Designer Buttons: Designer buttons consist of options to change appearance and behavior of the design area: Grid: Click this option to show or hide the grid. Grids help in accurate placements of controls. Snap to Grid and Snap to Guides: When Snap to Grid option is enabled, the selected control snaps to the grid at set locations. When Snap to Guides option is enabled, the selected control snaps to the vertical or horizontal lines relative to the position of other controls. This is helpful for consistent spacing and alignment of controls. Zoom support: Using the zoom in (+) and zoom out (-) buttons, you can change the zoom level of the design area. You can also use shortcuts [Ctrl] + [+] to zoom in and [Ctrl] + [-] to zoom out. Ruler Units: Lets you change the ruler measurements for a report to Centimeters (cm) or Inches (in) using ruler units. Supported Controls In ActiveReports Web Designer, we have different set of controls based on server or semantic model data set. These controls enable us to build reports using simple drag and drop operation and later setting the properties from the Properties pane. Supported controls for a report based on server data set or semantic model: TextBox CheckBox Container Line Shape Table Of Contents Image List Table Tablix Chart Bullet Barcode Formatted Text Sparkline Subreport Overflow Placeholder (Page report only) Some ActiveReports controls are not fully supported at design time. However, these controls are displayed correctly at

16 ActiveReports 12 Server 16 preview. These controls are as follows. BandedList Calendar Map Note: All the above controls (including those that are not fully supported in Web Designer) are fully supported by ActiveReport Server ClickOnce End User Designer. For more information on these controls, please see the Toolbox topic in the ActiveReports help file. The Table data region in an existing report, when opened in the Web Designer, is converted into Tablix. Working with Tables This section covers the basics of working with tables in ActiveReports Web Designer. Table Overview Provides information on the table layout and its functionality. Create a Report with Table Explains how to create a report using Table data region. Table Overview The Table data region consists of columns and rows that organize data. A Table has three columns and three rows by default, a total of nine cells, each of which is filled with a text box. At design time, you can add or remove columns, rows and groupings to suit your needs. As with any data region, you can drag fields from your Fields list onto cells in the table. The default report control within each cell of the table is a text box. When you drag a field into a cell in the detail row, a label in the table header row is automatically added. Create a Report with Table In tabular reports, the data is organized along the rows and columns of a Table data region. The data in the form of fields and entities is fetched from the data set added to the report. What You Will Learn

17 ActiveReports 12 Server 17 This tutorial guides you through the steps to create a tabular report in ActiveReports Web Designer. Access the ActiveReports Web Designer and Add Data Set Create Report Layout Bind Data to Table Data Region Sort Table Data Add Report Title Customize the Appearance of the Tabular Report Preview and Save Report Note: This tutorial uses shared data set - CustomerOrders. The shared data sets and shared data sources can be viewed or modified in the Administrator Dashboard. For information on adding shared data sets, see Add Shared Data Set. After you complete this tutorial, you will have a report that looks similar to the following. Access the ActiveReports Web Designer and Add Data Set 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in the new browser tab. 2. Select Blank Page Report template and then click Choose Data. 3. Select CustomerOrders data set from the available shared data sets.

18 ActiveReports 12 Server Click Create Report. The CustomerOrders data set is added to the report. Create Report Layout 1. Drag and drop Table data region onto the design area of the report. By default, you have a table with three rows and three columns. 2. To add more columns to the table, click inside the table to display the column handle, and then click the plus sign. This adds one column to the table. Similarly, add another column to create a table with three rows and five columns. Bind Data to Table Data Region 1. To view fields in the added data set, click the drop-down next to the CustomerOrders data set. 2. To fill the table with data, drag and drop the fields onto the columns of the details row. In our case, drag and drop the Title field on the first column, Country field on the second column, and so on as illustrated below. The Header row above the details row is automatically filled with labels. 3. To remove the table footer, right-click the bottom row and select Remove Footer.

19 ActiveReports 12 Server 19 Note: The Data Set Name property of the table is automatically set to CustomerOrders. Sort Table Data You can sort the table data of any field in ascending or descending order. Let us sort our table data by Price field in descending order. 1. From the adorner on the right side of the table, select the Table1_DetailsGroup and go to the Sort Expressions property. 2. Click Show Items and then select Add Item. 3. Click the radio button to display the fields and select the Price field to sort the table by price. Note: You can also enter a sort expression in the Expression Editor: Data - Sort Expressions dialog by selecting Expression Click descending icon to sort the Price field in descending order. You can change the sort order to ascending by clicking the ascending icon (default). Add Report Title 1. Drag and drop a TextBox control above the table. You may need to relocate the table to create space for the text box. 2. Click inside the text box and enter the text 'Customer Orders Report'. Customize Appearance of Tabular Report Note: You may need to resize and reposition the controls on the report to accommodate data, and for a cleaner look. 1. To apply borders to the table, select the Table data region and set the BORDER - Style property to Solid. 2. To customize Header row of the table, set the following properties for all text boxes in the row. Set the same properties to customize the title of the report, that is, the text box containing text 'Customer Orders Report'. Property Value BACKGROUND - Color Plum

20 ActiveReports 12 Server 20 TEXT - Font Weight Bold TEXT - Text Align Center 3. To customize Details row of the table, select the cells in the details row by using Ctrl+Click and set the following properties. Property Value BORDER - Style Solid TEXT - Text Align (except for the text box with 'Title' field) Center Preview and Save Report 1. Click Preview to view the final output of your report. 2. Exit the preview mode by clicking Back on the left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save

21 ActiveReports 12 Server 21 Report. You can also provide a description and a revision comment for the report. The reports created in the ActiveReports Web Designer are saved in the ActiveReports Server Report Portal under 'No Category'. Working with Tablices This section covers the basics of working with tablices in ActiveReports Web Designer. Tablix Overview Provides information on the table layout and its functionality. Create a Report with Tablix Explains how to create a report using Tablix data region. Tablix Overview A Tablix data region displays data in cells that are arranged in rows and columns. It provides enhanced layout capabilities ranging from creation of simple tables to advanced matrices. Tablix is essentially a combination of two data regions, the table and the matrix. Therefore, it provides all the features of a table and a matrix along with added capabilities including support for multiple adjacent groups on rows or columns and improved layout flexibility with stepped group layouts. Areas of the Tablix Data Region The Tablix data region is composed of four areas denoted by dotted lines on the design surface: the corner, the row group area, the column group area, and the body. By default, each tablix cell contains a TextBox control and the function for each cell is determined by its location. The Group Editor is specifically designed to manage the tablix structure. The Group Editor window contains the following groups: Row Groups: Displays all the groups in the row group area of the Tablix data region. Column Groups: Displays all the groups in the column group area of the Tablix data region. When you select a Tablix data region, the row and column handles appear. These handles help you work with the groups added to the data region. Rows or columns in the Tablix data region can be static or dynamic. You can use the Group Editor window to identify the dynamic rows and columns in a Tablix data region. Static Rows and Columns: A static row or column is not associated with any group data. When the report runs, a static row or column is rendered only once. Labels and totals are displayed using static rows or columns in Tablix data region. Dynamic Rows and Columns: A dynamic row or column is associated with one or more groups, and renders once for every unique value in the group. You can also create dynamic group rows or columns by adding a row group or a column

22 ActiveReports 12 Server 22 group. Create a Report with Tablix A simple Pivot report contains a Tablix data region. This report uses the default row and column groups to display data. What You Will Learn This tutorial guides you through the steps to create a simple Pivot report using Tablix data region. Access the ActiveReports Web Designer and Add Data Set Create Report Layout Bind Data to Tablix Data Region Add Labels to Tablix Data Region Manage Data Add Report Title Customize the Appearance of the Pivot Report Preview and Save Report Note: This tutorial uses shared data set - CustomerOrders. The shared data sets and shared data sources can be viewed or modified in the Administrator Dashboard. For information on adding shared data sets, see Add Shared Data Set. After you complete this tutorial, you will have a report that looks similar to the following.

23 ActiveReports 12 Server 23 Access the ActiveReports Web Designer and Add Data Set 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in the new browser tab. 2. Select Blank RDL Report template and then click Choose Data. 3. Select CustomerOrders data set from the available shared data sets. 4. Click Create Report. The CustomerOrders data set is added to the report. Create Report Layout

24 ActiveReports 12 Server 24 Drag and drop Tablix data region onto the design area of the report. You see a row group area and a column group area as shown. To add a static row to display labels (static text) for the column group, 1. Right-click the column group area to view the options in the context menu. 2. Go to Row and select Outside Group - Above. Now the tablix in the design area looks as shown. Bind Data to Tablix Data Region Let us now populate the Tablix data region with data. We want the titles to be displayed along the rows, different media types along the columns, and the total price corresponding to these. 1. Click the drop down next to the CustomerOrders data set to view fields in the added data set. 2. Drag and drop the Title field onto the row group area as shown.

25 ActiveReports 12 Server Drag and drop the MediaType field on the column group. 4. Similarly, drag and drop the Price field onto the body of the tablix. To display the aggregate price for the media types, 5. Select the body area containing Price field. 6. Go to Properties pane and select the radio button next to Value property. 7. Select Expressions... from the drop down and enter the following expression in the Expression Editor: =Sum(Fields!Price.Value). Add Labels to Tablix Data Region To merge the cells in the tablix corner area (top left), 1. Select the cells in the tablix corner area using mouse drag or simply using Ctrl+Click combination. 2. Right-click the selected cells to view the options in the context menu, go to Cells, and select Merge Cells.

26 ActiveReports 12 Server 26 To provide labels to the columns, 3. Enter text 'Prices by Media Type'. 4. Select the text box above the column group MediaType and enter the text 'Media Type'. Now the tablix has column labels as shown. Manage Data In Tablix data region, you need to manage how a grouped data is rendered across the rows and columns. This is done by using Group Expressions as explained below. 1. From the Explorer, select the Tablix data region. 2. Click the Group Editor icon to display row groups and column groups. To display the titles once for every row group: 3. Select Title (Tablix1_RowGroup1) row group and go to the Properties pane. 4. In the Group Expressions property, click Show Items and then select Add Item. 5. Click the radio button to display the fields and select the Title field. To display the media types once for every column group: 6. Select MediaType (Tablix1_ColumnGroup1) column group and go to the Properties pane. 7. In the Group Expressions property, click Show Items and then select Add Item. 8. Click the radio button to display the fields and select the MediaType field. Add Report Title 1. Drag and drop a TextBox control above the tablix. If required, relocate the tablix to create space for the text box.

27 ActiveReports 12 Server Click inside the text box and enter the text 'Customer Orders Price List'. Customize the Appearance of the Pivot Report Note: You may need to resize and reposition the controls on the report to accommodate data, and for a cleaner look. 1. To apply borders to tablix, select the Tablix data region and set the BORDER - Style property to Solid. 2. To customize the static row of the tablix and the title of the report, set the following properties for text boxes with text 'Prices by Media Type', 'Media Type', and 'Customer Orders Price List'. Property Value BACKGROUND - Color TEXT - Font Weight TEXT - Text Align Plum#E1BEE7 Bold Center BORDER - Style Solid 3. To customize the body area and group area of the tablix, set the following properties. Property Value Body area (=Sum([Price])) BORDER - Style TEXT - Text Align Solid Center Row group area (=[Title]) BORDER - Style Solid Column group area (=[MediaType]) TEXT - Text Align BACKGROUND - Color Center MediumOrchid#CE93D8 Preview and Save Report 1. Click Preview to view your report in the final output. 2. Exit the preview mode by clicking Back on the top left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report.

28 ActiveReports 12 Server 28 Working with Charts This topic explains the options you can control when working with charts in ActiveReports Server. Chart Overview Provides basic information on the chart layout and its functionality. Chart Types Learn about the variety of included chart types and decide which one can present your data to be most useful. Create a Report with Chart Explains what data types you can link to the chart report item. Chart Overview The Chart data region shows your data in a graphical representation that often makes it easier for users to comprehend large amounts of data quickly. Different types of charts are more efficient for different types of information, so we offer a wide variety of chart types. This makes it easy and cost effective to add charting to your reports, as there is no need to purchase and integrate a separate charting tool. Following are the areas where you drop fields in order to plot data in a chart, Data Fields Add fields to data fields area to serve as source for plotting chart data points along Y-axis. Category Fields Add fields to category fields area to group data and plot the measures for category axis or X-axis. Series Fields

29 ActiveReports 12 Server 29 Add fields to the series fields area to display data in addition to the data plotted by each category. There can be different chart types to view different series on a chart. The labels for the series are displayed on the legend of the chart. Chart Types Basic Chart Types Column Charts Column charts present each series as a vertical column, and group the columns by category. The y-axis values determine the heights of the columns, while the x-axis displays the category labels. With a column chart, you can select from the following subtypes. Bar Charts Plain: Compares values of items across categories. Stacked: A column chart with two or more data series stacked one on top of the other that shows how each value contributes to the total. Percent Stacked: A column chart with two or more data series stacked one on top of the other to sum up to 100% that shows how each value contributes to a total with the relative size of each series representing its contribution to the total. Bar charts present each series as a horizontal bar, and group the bars by category. The x-axis values determine the lengths of the bars, while the y-axis displays the category labels. With a bar chart, you can select from the following subtypes. Line Charts Plain: Compares values of items across categories. Stacked: A bar chart with two or more data series stacked one on top of the other that shows how each value contributes to the total. Percent Stacked: A bar chart with two or more data series stacked one on top of the other to sum up to 100% that shows how each value contributes to the total with the relative size of each series representing its contribution to the total. Line charts present each series as a point, and connect the points with a line. The y-axis values determine the heights of the points, while the x-axis displays the category labels. With a line chart, you can select from the following subtypes. Pie Charts Plain: Compares trends over a period of time or in certain categories. Smooth: Plots curves rather than angled lines through the data points in a series to compare trends over a period of time or in certain categories. Also known as a Bezier chart. Pie charts present each category as a slice of pie or doughnut, sized according to value. Series groups are not represented in pie charts. With a pie chart, you can select from the following subtypes. Plain: Shows how the percentage of each data item contributes to the total. Exploded: Shows how the percentage of each data item contributes to the total, with the pie slices pulled out from the center to show detail.

30 ActiveReports 12 Server 30 Scatter Charts Scatter charts present each series as a point or bubble. The y-axis values determine the heights of the points, while the x- axis displays the category labels. With a scatter chart, you can select from the following subtypes. Plain: Shows the relationships between numeric values in two or more series sets of XY values. Line: Plots points on the X and Y axes as one series and uses a line to connect points to each other. SmoothLine: Plots points on the X and Y axes as one series and uses a line with the angles smoothed out to connect points to each other. Area Charts Area charts present each series as a point, connect the points with a line, and fill the area below the line. The y-axis values determine the heights of the points, while the x-axis displays the category labels. With an area chart, you can select from the following subtypes. Doughnut Stock Plain: Compare trends over a period of time or in specific categories. Stacked: An area chart with two or more data series stacked one on top of the other, shows how each value contributes to the total. PercentStacked: An area chart with two or more data series stacked one on top of the other to sum up to 100%, shows how each value contributes to the total with the relative size of each series representing its contribution to the total. Plain: Shows how the percentage of each data item contributes to a total percentage. Exploded Doughnut: Shows how the percentage of each data item contributes to the total, with the pie slices pulled out from the center to show detail. Stock charts present each series as a line with markers showing some combination of high, low, open, and close values. The y-axis values determine the heights of the lines, while the x-axis displays the category labels. With a financial chart, you can select from the following subtypes. High Low Close: Displays stock information using High, Low, and Close values. High and low values are displayed using vertical lines, while tick marks on the right indicate closing values. Open High Low Close: Displays stock information using Open, High, Low, and Close values. Opening values are displayed using lines to the left, while lines to the right indicate closing values. The high and low values determine the top and bottom points of the vertical lines. Candlestick: Displays stock information using High, Low, Open and Close values. The height of the wick line is determined by the High and Low values, while the height of the bar is determined by the Open and Close values. The bar is displayed using different colors, depending on whether the price of the stock has gone up or down. Other Chart Types Bubble Bubble chart is a type of scatter chart that shows each series as a bubble. The y-axis values determine the height of the bubble, while the x-axis displays the category labels.

31 ActiveReports 12 Server 31 Dot Plot Charts A Dot Plot chart is a statistical chart containing group of data points plotted on a simple scale. These charts are used for continuous, quantitative, and univariate data. The Dot Plot plain chart displays simple statistical plots. It is ideal for small to moderate sized data sets. You can also highlight clusters and gaps, as well as outliers, while conserving numerical information. Funnel Shows how the percentage of each data item contributes to the whole, with the largest value at the top and the smallest at the bottom. This chart type works best with relatively few data items. Gantt This project management tool charts the progress of individual project tasks. The chart compares project task completion to the task schedule. Pyramid Shows how the percentage of each data item contributes to the whole, with the smallest value at the top and the largest at the bottom. This chart type works best with relatively few data items. Renko Displays bricks of uniform size chart price movement. When a price moves to a greater or lesser value than the preset BoxSize value required to draw a new brick, a new brick is drawn in the succeeding column. A change in box color and direction signifies a trend reversal. Kagi Displays supply and demand trends using a sequence of linked vertical lines. The thickness and direction of the lines vary depending on the price movement. If closing prices go in the direction of the previous Kagi line, then that Kagi line is extended. However, if the closing price reverses by the preset reversal amount, a new Kagi line is charted in the next column in the opposite direction. Thin lines indicate that the price breaks the previous low (supply) while thick lines indicate that the price breaks the previous high (demand). Point and Figure Stacked columns of Xs indicate that demand exceeds supply and columns of Os indicate that supply exceeds demand to define pricing trends. A new X or O is added to the chart if the price moves higher or lower than the BoxSize value you set. A new column is added when the price reverses to the level of the BoxSize value multiplied by the ReversalAmount you set. This calculation of pricing trends is best suited for long-term financial analysis. Three Line Break Vertical boxes or lines illustrate price changes of an asset or market. The price in a three line break graph must break the prior high or low set in the NewLineBreak property in order to reverse the direction of the graph. Create a Report with Chart Let us see how easy it is to represent data in charts.

32 ActiveReports 12 Server 32 What You Will Learn This tutorial guides you through the steps to create a report with Chart data region. Access the ActiveReports Web Designer and Add Data Set Create Report Layout Bind Data to Chart Add Y2 Axis Add Titles Customize the Appearance of the Chart Report Preview and Save Report Note: This tutorial uses shared data set - SalesByRegion. The shared data sets and shared data sources can be viewed or modified in the Administrator Dashboard. For information on adding shared data sets, see Add Shared Data Set. After you complete this tutorial, you will have a report that looks similar to the following. Access the ActiveReports Web Designer and Add Data Set 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in the new browser tab. 2. Select Blank RDL Report template and then click Choose Data. 3. Select SalesByRegion data set from the available shared data sets. 4. Click Create Report. The SalesByRegion data set is added to the report. Create Report Layout

33 ActiveReports 12 Server 33 The report uses the Chart data region to display data. Drag and drop the Chart data region the report. onto the design area of The default chart type is Column Plain. You can change the chart type from the Type property. Bind Data to Chart We will create a chart with two series plotted along the Y-axis. 1. From the fields available in the data set, drag the Store field into the Category Fields area. This automatically binds the Store field to the X axis. 2. Drag the Profit and the Quantity field into the Data Fields area. This plots the Profit and Quantity fields to the Y axis of the chart.

34 ActiveReports 12 Server 34 Note that the Data Set Name property of the chart is already set to SalesByRegion data set. Add Y2 Axis 1. From the Explorer, select the Chart data region. 2. In the Value Axes field, click Show Items. You will see that Y1 axis is already added. 3. Click Add Item. The Y2 axis is added to the chart. 4. To bind the Quantity field to Y2 axis, select Quantity in the Data Fields area and change the Value Axis Name property to Y2. Add Titles Let us add titles to our chart, and to the X and Y axes. 1. From the Explorer, select Title under Chart1 (or the name of your chart).

35 ActiveReports 12 Server From the Properties pane, set Caption to Store Summary. 3. In the Explorer, select the Category Axis > Title and set Caption to Store Name. 4. In the Explorer, select the Value Axis Y1 > Title and set Caption to Profit. 5. In the Explorer, select the Value Axis Y2 > Title and set Caption to Quantity. 6. In the Explorer, select Legend and under Layout, set Position to TopCenter. Customize the Appearance of the Chart Report Let us now customize the appearance of chart and its labels and axes. Note: You may need to resize the Chart data region on the report to accommodate data, and for a cleaner look.

36 ActiveReports 12 Server 36 To sort the order for the stores displayed on X axis in the ascending order, 1. Select Chart1_CategoryGroup1 in the Category Fields area. 2. In the Properties pane, go to the Sort Expressions field. 3. Click Show Items and then Add Item. 4. Click the radio button and select Store from the list of data set fields. The default sort order is ascending order. To set orientation of category labels, 5. From the Report Explorer, select Category Axis. 6. From Properties pane, set Text Orientation property under Labels to Horizontal. To define the Y axes that will be displayed on the chart, 7. Select chart. 8. In the Value Axes field, click next to Y2. The Axis Properties pane is displayed. 9. Set the Location property of Y2 axis to Right. To set orientation of title text for Y2 axis, 10. From the Report Explorer, select Title under Value Axis Y From Properties pane, set Text Orientation property under Text to Horizontal. To define the data fields for the type of chart that they will display, 12. Select Profit in the Data Fields area. 13. From the Properties pane, set Type to Line Plain. 14. Select Quantity in the Data Fields area. 15. From the Properties pane, set Type to Area Plain. To change the color of chart, 16. Select the chart on the design area of the report. 17. Under the Properties tab, set Palette to Excel. Preview and Save Report

37 ActiveReports 12 Server Click Preview to view your report in the final output. 2. Exit the preview mode by clicking Back on the top left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report. Working with Parameters Parameters are used to filter the data displayed in reports and as such control the report content and vary its presentation. You can either prompt users for parameters so that they control the output, or supply the parameters behind the scenes. Parameter Overview Learn about adding parameters in a report. Create a Report with Parameter Learn to create a report with parameters. Parameter Overview ActiveReports Web Designer allows you to use parameters to filter or add the data to display in reports at run time. You can either prompt users for parameters so that they control the output, or supply the parameters behind the scenes. Using parameters in SubReports, you can connect a SubReport to the parent report. By setting the parameter on the field that binds the parent report to SubReport, the parent report passes the data to display in SubReport through a parameter. Create a Report with Parameter ActiveReports allows you to use parameters to filter or add the data to display in reports at run time. You can either prompt users for parameters so that they control the output, or supply the parameters behind the scenes. This tutorial guides you through the steps to create a parameterized report in ActiveReports Web Designer. Access the ActiveReports Web Designer and Add Data Set Create Report Layout Bind Data to Table Data Region Add Parameter to the Report Manage Data in the Report Customize the Appearance of Parameterized Report Preview and Save Subreport Note: This tutorial uses shared data set - SalesByRegion. The shared data sets and shared data sources can be viewed or modified in the Administrator Dashboard. For information on adding shared data sets, see Add Shared Data Set. After you complete this tutorial, you will have a report that looks similar to the following.

38 ActiveReports 12 Server 38 (Parameter1 = Canada West and Parameter2 = 1005) Access the ActiveReports Web Designer and Add Data Set 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in the new browser tab. 2. Select Blank RDL Report template and then click Choose Data. 3. Select SalesByRegion data set from the available shared data sets. 4. Click Create Report. The SalesByRegion data set is added to the report. Create Report Layout Let us use Table data region to the display data. Drag and drop Table data region onto the design area of the report. Bind Data to Table Data Region 1. To view fields in the added data set, click the dropdown next to the SalesByRegion data set. 2. To fill the table with data, drag and drop the fields onto the columns of the detail row. In our case, drag and drop the SaleDate field on the first column, Quantity field on the second column, and Profit field on the third column. The Header row above the details row is automatically filled with labels.

39 ActiveReports 12 Server To remove the table footer, right-click the bottom row and select Remove Footer. Add Parameter to the Report Let us add two parameters that would act as filters for data retrieved from the data source, one would be passed as filter for the region, and the other to filter the data according to store. To add a report parameter that filters the data according to the region, 1. From the top right corner of Web Designer, click the Data icon. 2. Click Add next to Parameters. A parameter named Parameter1 is added. 3. Click Parameter1 to edit parameter properties. 4. Set Data Type property to String. The following image shows how these properties are set: 5. Go to From Query tab and set the following properties. Property Value Data Set Name Value Field Label Field SalesByRegion Region Region The following image shows how these properties are set:

40 ActiveReports 12 Server 40 To add parameter that filters the data according to the store, 6. From the top right corner of Web Designer, click the Data icon. 7. Click Add next to Parameters. A parameter named Parameter2 is added. 8. Click Parameter2 to edit parameter properties. 9. Set Data Type property to Integer. The following image shows how these properties are set: 10. Go to From Query tab and set the following properties. Property Value Data Set Name Value Field Label Field SalesByRegion Store Store The following image shows how these properties are set: The Parameters property now shows the two parameters as follows.

41 ActiveReports 12 Server 41 Manage Data in the Report In order to control the amount of data rendered in the report, we can add filters to the Table data region. In our report, we will be adding two filters as follows. To add filter that renders data according to the user input in the parameter (Parameter1), 1. Select the table and go to Properties pane. 2. In the Filters property, click Show Items, and then select Add Item. 3. Click to display the filter properties. 4. Click the radio button next to Filter Expression to display the fields and select Region. 5. Click the drop down next to Operator and select 'Equal'. 6. Click the radio button next to Value and enter the expression =Parameters!Parameter1.Value. To add filter that limits the data according to store parameter (Parameter2), 7. In the Filters property, click Show Items, and then select Add Item. 8. Click to display the filter properties. 9. Click the radio button next to Filter Expression to display the fields and select Store. 10. Click the drop down next to Operator and select 'Equal'. 11. Click the radio button next to Value and enter the expression =Parameters!Parameter2.Value. The Filters property now shows the two filters as follows.

42 ActiveReports 12 Server 42 To add filter that limits the data rendered for 'Quantity' greater than '22', 12. In the Filters property, click Show Items, and then select Add Item. 13. Click to display the filter properties. 14. Click the radio button next to Filter Expression to display the fields and select Quantity. 15. Click the drop down next to Operator and select 'GreaterThan'. 16. In the Value field, enter '22'. Customize the Appearance of Parameterized Report Note: You may need to resize and reposition the controls on the report to accommodate data, and for a cleaner look. 1. To apply background color to the table, select the Table data region. 2. Set the BACKGROUND - Color property to Light Yellow from the colors available on Web tab of the color pallet. 3. To customize the Header row of the table, set the following properties for each text box in the row. Property Value TEXT - Font Weight Bold TEXT - Text Align Center 4. To customize the Details row of the table, set the TEXT - Text Align property for each text box to Center. 5. To apply borders, select each cell of the table and set its BORDER - Style property to Solid. Preview and Save Report 1. Click Preview to view your report in the final output. You will be prompted to select the region name and the store id. Note: The values in the Parameter list are not sorted. To sort the values in the Parameter list, you need to have sorted data set. 2. Exit the preview mode by clicking Back on the left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name as 'Detail Report' and click

43 ActiveReports 12 Server 43 Save Report. Working with Filters You can set filters on a large set of data that has already been retrieved from the data source, and then use them with datasets or data regions to limit the information you want to display on your report. Normally you can filter your data using parameters in a query, but if your data source does not support parameters you can use filters. You can set filters on the following: DataSet Data Region Groups in a Data Region Each option of using a filter has its advantages. Normally, you use a dataset filter if you want to reduce data for the whole report in your dataset query to the server that stores data. Then you will use the filtered data throughout the report. For example, you want to create a report that shows sales for the last quarter in a year. Then in your report you will add a dataset that provides all sales orders for a year and create a dataset filter to get only data for the last quarter of the year's sales from the dataset. You may also want to use a data region filter. Such filter does not reduce data available throughout the report. With the data region filter, you can show some data in one part of the report while showing the rest of the data in another part of the report. For example, you can create a report with two data regions, one data region (Table 1) displaying the last month's sales per day and the other data region (Table 2) displaying the summary data for the monthly sales. In this case, you can use the data without any filter in the summary data table (Table 2) but use a data region filter in the details table (Table 1) to reduce data just for the last month. Note: Aggregate functions cannot be used in data region filters. Filtering Operators Filter Operator And Or EqualTo NotEqualTo GreaterThan Description Select this logical operator if you want to choose data that matches each of the filter criteria. This operator works with 2 or more filter criteria. Select this logical operator if you want to choose data that matches any of the filter criteria. This operator works with 2 or more filter criteria. Select this operator if you want to choose data for which the value on the left is equal to the value on the right. Select this operator if you want to choose data for which the value on the left is not equal to the value on the right. Select this operator if you want to choose data for which the value on the left is greater than the value on the right. GreaterThanOrEqualTo Select this operator if you want to choose data for which the value on the left is greater than or equal to the value on the right. LessThan LessThanOrEqualTo In Between Select this operator if you want to choose data for which the value on the left is less than the value on the right. Select this operator if you want to choose data for which the value on the left is less than or equal to the value on the right. Select this operator if you want to choose items from the value on the left which are in the array of values on the right. Select this operator if you want to choose items from the value on the left which fall between pair of values

44 ActiveReports 12 Server 44 you specify on the right. This operator enables two Value boxes instead of one. Contains DoesNotContain BeginsWith DoesNotBeginWith Select this operator if you want to choose data for which the value on the left contains the value on the right. Select this operator if you want to choose data for which the value on the left does not contain the value on the right. Select this operator if you want to choose data for which the value on the left begins with the value on the right. Select this operator if you want to choose data for which the value on the left does not begin with the value on the right. Let us apply filter to a report that looks similar to the following. We want to show only customers from one country, for example, from Australia. Report without filter: Report with filter: This report is editable only by users with administrator role.

45 ActiveReports 12 Server 45 Apply filter to shared or embedded dataset 1. From the top right corner of Web Designer, click the Data icon. 2. Click Edit next to the data set you want to edit. The Edit dataset dialog appears. 3. Go to the Filters property, click Show Items and then click Add Item. A filter is added. 4. Click to view the filter properties and set the properties as follows: Property Value Filter Expression Operator =InStr(Fields.Item("Billing Country").Value, "Australia") NotEqual Value 0

46 ActiveReports 12 Server Click OK. Apply filter to dataset from semantic model 1. From the top right corner of Web Designer, click the Data icon. 2. Click Edit next to the data set you want to edit. The Edit dataset smart dialog appears. 3. Go to the Query Filter property, click Show Items. 4. Click Set Filter. The Query Filter Editor appears. 5. Set the properties as follows: Property Filter Expression Value Billing Country

47 ActiveReports 12 Server 47 Operator Value 6. Click OK. Contains Australia Note: As an advanced option, you can use a smart filter in semantic reports to create multiple filter groups with the AND/OR relation between them. Each filter group can have multiple filtering criteria. 1. You can add a Parent filter group by clicking the Add Parent button in the Query Filter property. 2. You can create a Child filter group for Parent filter groups by setting AND/OR functions for the filter criterion. Apply filter to data region 1. Select Table data region or Chart data region. 2. Go to Filters property, click Show Items. and then click Add Item. A filter is added.

48 ActiveReports 12 Server Click to view the filter properties and set the properties as follows: Property Value Filter Expression Operator =InStr(Fields.Item("Billing Country").Value, "Australia") NotEqual Value 0 The filters should look as shown: Apply filter to a group in a data region 1. Select Table data region. 2. Select Table_Details_Group. 3. Go to Filters property, click Show Items. and then click Add Item. A filter is added.

49 ActiveReports 12 Server Click to view the filter properties and set the properties as follows: Property Value Filter Expression Operator =InStr(Fields.Item("Billing Country").Value, "Australia") NotEqual Value 0 Using Filters and Parameters A filter compares your data to a value that you specify, and only displays the data that meets your conditions in the report. A parameter is an extension of a filter that allows the value to use in the filter to be passed in at run time. Parameters allow the person viewing the report to decide which data to include or exclude based on attributes that you select when you design the report. See Working with Parameters for more information. Parameters can also be hidden and used for scheduling, specifying different values for different scheduled tasks. See Scheduling Reports for more information. Using Expression Editor You can use an expression to set the value of a control in the report, or set conditions under which certain styles apply. You can set expressions through the Expression Editor dialog while setting values in the properties window. The editor

50 ActiveReports 12 Server 50 allows you to choose from a number of fields available to the report as well as to a particular property. You can access the Expression Editor by selecting nearly any property of a control and choosing <Expression...> from the drop-down list. All expressions begin with an equal to sign (=). Even the expression for a field value for a TextBox is set as follows: =Fields!LastName.Value. While building an expression, you can directly add the entire expression or part of it in the Expression pane of the Expression Editor. Then use the Insert or Append buttons to create a complete expression. Concatenating Fields and Strings You can concatenate fields with strings and with other fields. For e.g., use the following expression to get a result like "Customer Name: Bossert, Lewis": ="Customer Name: " & Fields!LastName.Value & "," & Fields!FirstName.Value Conditional Formatting You can use expressions in properties like Color, Font, Border etc. on specific field values based on a condition, to highlight a part of data. The formula for conditional formatting is: =iif( Fields!YourFieldName.Value operator "Value to compare", "If condition is met, use this value.", "If not, use this one." For e.g., if you enter the following expression in the Font > FontWeight property of a textbox that displays names of people, you get the name "Denise" in bold. =iif(fields!firstname.value = "Denise", "Bold", "Normal") Similarly, if you enter the following expression in the Background >Color property of a textbox in a table, then you get alternating 'Transparent' and 'LightGray' colored textboxes in the rows of the table. =iif(rownumber(nothing) Mod 2, "Transparent", "LightGray") Functions You can use a number of aggregate and other functions in your expressions. ActiveReports includes a range of functions, including running value, population standard variance, standard deviation, count, minimum and maximum. For e.g., use the following expression to get a count of employees. =Count(Fields!EmployeeID.Value, Nothing) Using Themes and Styles With styles you can enhance the appearance of report controls such as tables and charts, and with themes, you can enhance the overall appearance of your reports. Let us enhance the appearance of the following report:

51 ActiveReports 12 Server 51 To apply Style to a Table 1. Select the Table data region. 2. Go to the LAYOUT - Style property in the Properties pane. 3. Select a Style, say, Light Style 1 Accent 5, from the drop down. 4. Preview the report.

52 ActiveReports 12 Server 52 Note: Style either uses constant values or values from Theme. Therefore, if Theme is changed - control view may also change if control's Style uses values from Theme. With Bullet control, when Layout > Style property is set to Style 3-N (style 3-1, style 3-2, etc.), data labels are not visible. To apply Theme to a Report 1. Select Report from the ribbon menu at the top of the design area. 2. Click Switch Theme. 3. Select a theme, say, Cordial.

53 ActiveReports 12 Server 53 You can also set the LAYOUT - Theme property of the report in the Properties pane. 4. Preview the report. Using Templates Users can create reports based on the existing templates that are uploaded by the administrator. 1. Click Create report button. You are navigated to the Active Reports Web Designer in a separate window. 2. Select a template. You can choose a Blank RDL Report, a Blank Page Report, or any other report as template. 3. Click Create Report. The users can choose from the following default templates. The availability of these templates depends on the admin, if the the admin removes or hides these templates, then the users will not be able to see them. Template Name Blank RDL Report Blank Page Report Invoice Style Report Letters Description For reports which grow based on the data from the data sources. For reports which require pixel-perfect layouts independent of data sizes. Contains logo, customer details, and tabular sales data with sub-totals. Contains logo, customer details, and two column tabular data.

54 ActiveReports 12 Server 54 Rx Style Pivot Style Report Dashboard Style Report Chart with Table Report Organization Branded Report Financial Composite Chart Report Address Labels Doctor's Prescription style report with watermark layer for screen viewing. Uses Pivot Tables to show dynamic columns and aggregated data for quick analysis. Executive Report with multiple charts visualizing various KPIs. Uses Chart and tabular data regions to show data relations as well as accurate numbers. Contains a Page Header and Page Footer with Company Logo, Report Name, Execution Time, and Page Numbers. Displays financial data using a Composite Bar and Line Chart, and Parameters. For Avery (5160) stock label sheets. How To This section provides quick answers to your questions about how to create reports using ActiveReports Web Designer. Create a Static Report This topic explains how to create a report that is not bound to any data source. Connect to Data This topic explains how to connect to data in the ActiveReports Web Designer. Create a Master-Detail Report using Groups This topic explains how to create a master-detail report using groups in a tabular report. Create a Master-Detail Report using Subreport This topic explains how to create a master-detail report using subreport in a tabular report. Create a Complex Pivot Report This topic explains how to create a report with tablix and add multiple row/column groups. Create a Drill-Down Report This topic explains how to create a drill-down report. Create a Report with Drill-through in Chart This topic explains how to create a drill-through in chart. Create a Dashboard Report This topic explains how to create a dashboard report, a report that contains multiple data regions to represent information in different ways. Create a Static Report A static report contains static data, that is, the data is not bound to any data source. What You Will Learn This tutorial guides you through the steps to create a static report in ActiveReports Web Designer. Access the ActiveReports Web Designer Create a Report Layout

55 ActiveReports 12 Server 55 Customize the Appearance of the Static Report Preview and Save Report After you complete this tutorial, you will have a report that looks similar to the following. Access the ActiveReports Web Designer 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in a new browser tab. 2. Select Blank Page Report template and then click Create Report. The Web Designer is now ready to design your reports. Create a Report Layout 1. On the design area of your report, drag and drop a TextBox control from the left pane of the designer. 2. Click the text box to enter the text, for example, 'This is my first Static Report'. Resize the text box accordingly. Customize the Appearance of the Static Report 1. Click the design area of the report. 2. To change the background color of the report, go to the Properties panel and set Background Color property to

56 ActiveReports 12 Server 56 a shade of blue color from Swatches. 3. To change the look of text box in the report, select the text box and set the following properties. Property Value BACKGROUND - Color Green BORDER - Style Double BORDER - Width 3pt TEXT - Font Size 12pt

57 ActiveReports 12 Server 57 TEXT - Font Family Comic Sans MS TEXT - Color DarkSeaGreen Preview and Save Report 1. Click Preview to view the final output of your report. 2. Exit the preview mode by clicking Back on the left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report. The reports created in the ActiveReports Web Designer are saved in the ActiveReports Server Report Portal under 'No Category'. Connect to Data Connecting to a data set is required to get the data you want to show in your report. In ActiveReports Web Designer, you can use the following options to connect your report to data. You can connect report to a shared data set based on a shared data source. A shared data source is a file in RDSX format

58 ActiveReports 12 Server 58 that contains data connection information. The main advantage of using this type of connection is that it can be referenced by multiple reports. You can define your own data set query in an embedded data set to fetch data for your report based on a shared data source, and then connect report to this data set. A report may also use a semantic model as a basis for creating reports. In this case, once a semantic model is selected from a predefined list of models, you can select an entity for a semantic data set to provide the report data. Add a Shared Data Set This tutorial guides you through the steps to add a Shared Data Set in a report. 1. From the top right corner of Web Designer, click the Data icon. The following pane appears. 2. Click Add. You see a list of shared data sources under New for Shared Datasource and a list of shared data sets under Shared. 3. Select a data set from the list of shared data sets and then click Add.

59 ActiveReports 12 Server 59 The selected data set is added to the report. Note: If a shared data set gets modified, on opening a report that uses this data set, you will get the notification message with the information on the changes at the bottom of the page. Add an Embedded Data Set This tutorial guides you through the process of adding an embedded dataset, based on a shared data source, to your report. 1. From the top right corner of Web Designer, click the Data icon. 2. In the Data Sets pane that appears, click Add. 3. In the pane with the available shared data sources and datasets, select a data source, for example, an SQL data source, from the list and click Add.

60 ActiveReports 12 Server In the Edit dataset dialog, enter the dataset query to pull the data for your report, e.g., Select * from Products. 5. Fill-in the Fields and other settings. 6. Click Validate and then click OK. An embedded dataset is added to your report. Add a Semantic Data Model This tutorial guides you through the process of connecting your report to a semantic data model and adding a semantic dataset. 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in the new browser tab. 2. On the page that opens, under Based on Semantic Model, select a model and then click Create Report. 3. From the top right corner of Web Designer, click the Data icon. 4. In the Data Sets pane that appears, click Add. 5. Under Based on Entity, select an entity for your semantic dataset and click Add.

61 ActiveReports 12 Server 61 A semantic dataset is added to your report. Important issues to consider about the semantic reports compatibility. When an existing semantic report is opened in the Web Designer, it gets converted to an rdl based semantic report. The reports created in Web Designer can not be opened in Flash Designer. Create a Master-Detail Report using Groups

62 ActiveReports 12 Server 62 A master detail report can be created by grouping the details in the Details row of Table data region. For each associated row from the master record, the grouped details are repeated. Consider that you want to create a report that shows titles and corresponding values of quantity, price, and total price. You also want these details to be categorized according to the customer name. In this case, the details go to the details row of the table, and these details are repeated for each customer. What You Will Learn This tutorial guides you through the steps to create a master detail report by grouping a part of data in a Table data region. Access the ActiveReports Web Designer and Add Data Set Create Report Layout Bind Data to Table Data Region Preview Report Add Groups and Bind Data to Groups in the Table Data Region Add Report Title Customize the Appearance of Report Preview and Save Report Note: This tutorial uses shared data set - CustomerOrders. The shared data sets and shared data sources can be viewed or modified in the Administrator Dashboard. For information on adding shared data sets, see Add Shared Data Set. After you complete this tutorial, you will have a report that looks similar to the following.

63 ActiveReports 12 Server 63 Access the ActiveReports Web Designer and Add Data Set 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in the new browser tab. 2. Select Blank Page Report template and then click Choose Data. 3. Select CustomerOrders data set from the available shared data sets. 4. Click Create Report. The CustomerOrders data set is added to the report.

64 ActiveReports 12 Server 64 Report without Grouping This tutorial uses shared data set - CustomerOrders. The shared data sets and shared data sources can be viewed or modified in the Administrator Dashboard. For information on adding shared data sets, see Add Shared Data Set. Create Report Layout 1. Drag and drop Table data region onto the design area of the report. By default, you have a table with three rows and three columns. 2. To add one more column to the table, click inside the table to display the column handle, and then click the plus sign. Now we have a table with three rows and four columns. Bind Data to Table Data Region Let us now populate the Table data region with data. The detail part of the report will consist of titles and corresponding values of quantity, price, and total price. To fill the data in details row of the table, 1. Click the dropdown next to the CustomerOrders data set to view fields. 2. Drag and drop the Title field on the first column, Quantity field on the second column, and Price on the third column. 3. To add total field in the fourth column of the details row, select the last text box in the details row. 4. Go to the Properties pane, and select the radio button next to Value property. 5. Select Expressions... from the drop down and enter the following expression in the Expression Editor: =Fields!Quantity.Value * Fields!Price.Value.

65 ActiveReports 12 Server 65 The table should now look like the following image. The table with all labels filled-in should look like the following image. 1. merid field. Preview Report

66 ActiveReports 12 Server Click Preview to view your report in the final output. This is a simple tabular report with details and label for each column. The labels for the details are displayed on the first page of the report. 2. Exit the preview mode by clicking Back on the top left side of the designer. Report with Grouping (Master - Detail Report) Let us add more meaning to the report by adding groups. We will group the details according to the customer names, and will have the column labels repeated for each group. So, the master part of the table will consist of last name of the customer and the static text for the labels in the detail part. To

67 ActiveReports 12 Server 67 do so, let us add two row groups, as described in the following sections. First of all, delete the Header and Footer rows (these are not required in our report), 1. Click inside the Table data region to make the row handle appear. 2. Right-click the row handle and select Remove Header to remove the header row from the table. 3. Again, right-click the row handle and select Remove Footer to remove the footer row from the table. Add Groups and Bind data to the Groups in Table Data Region To add a group that contains the customer name, 1. Right-click any text box (cell) in the details row of the table to view options in the context menu. 2. Go to Group and select Insert Group. This adds a row group above and below the details row.

68 ActiveReports 12 Server In the first text box of the added row group, drag and drop the LastName field as shown. 4. Right-click a text box in the added row group (above the details row). 5. Go to Row and select Below. Now your table looks similar to the following. Note that the table groups are also displayed in the adorner on the right side of the Table data region. 6. In the row group above the details row, enter the labels for the details as shown. To group the details for each customer, 7. From the Explorer, select the Tablix data region. 8. Click the Group Editor icon to display row group. 9. Select Table1_Group1 row group and go to the Properties pane. 10. In the Group Expressions property, click Show Items and then select Add Item. 11. Click the radio button to display the fields and select the CustomerID field. To obtain the sum of prices for each group, 12. Go to the last text box of the row group below the details row. 13. Enter the expression =Sum(Fields!Price.Value*Fields!Quantity.Value in the same way as we added

69 ActiveReports 12 Server 69 expression in the Bind Data to Table Data Region section. The table with bound fields looks as shown. Add Report Title 1. Drag and drop a TextBox control above the table. If required, relocate the table to create space for the text box. 2. Click inside the text box and enter the text 'Customer Orders (Master Detail Report)'. Customize the Appearance of Report Note: You may need to resize and reposition the controls on the report to accommodate data, and for a cleaner look. To customize the field with the last name, 1. Select the LastName field. 2. In the Properties pane, set Font Size property to 12pt. 3. Set BACKGROUND - Color to Plum from the colors available on Web tab of the color pallet.

70 ActiveReports 12 Server 70 To span the last name field over the table, 4. Select the cells in the top row group using mouse drag or simply using Ctrl+Click combination. 5. Right-click the selected cells to view the options in the context menu, go to Cells and select Merge Cells. To align the labels, 6. Select the label Title and from the Properties pane, set the TEXT - Text Align property to Left. 7. Set the TEXT - Text Align property of Quantity, Price, and Total Price text boxes to Center. To make the labels bold, 8. Go to the Properties pane. 9. Set the Font Weight property of Title, Quantity, Price, and Total Price text boxes to Bold. To add background colors for the detail part, 10. Select the text boxes of the details row, and the Sum field in the row group below detail row. 11. From the Properties pane, set the BACKGROUND - Color to Moccasin from the colors available on Web tab of the color pallet.

71 ActiveReports 12 Server 71 Preview and Save Report 1. Click Preview to view your report in the final output. 2. Exit the preview mode by clicking Back on the top left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report. Create a Master-Detail Report using Subreport When you want to separate the details from the master report, you can create two separate reports and embed the detail report in the master report using Subreport control. A parameter is passed from the master report to detail report to filter the details. Caution: Semantic reports created using legacy Flash designer cannot be used as Subreport in Web Designer. What You Will Learn This tutorial guides you through the steps to create a Master-detail report using subreport in ActiveReports Web Designer. Access the ActiveReports Web Designer and Add Data Set Create Master Report Layout Add Parameter to the Master Report Bind Data to the Report Controls Configure Subreport Add Title Customize the Appearance of the Master Report Preview and Save Master Report Note: This tutorial uses shared data set - SalesByRegion and the report created in Create a Report with Parameter. The shared data sets and shared data sources can be viewed or modified in the Administrator Dashboard. For information on adding shared data sets, see Add Shared Data Set. After you complete this tutorial, you will have a report that looks similar to the following.

72 ActiveReports 12 Server 72 (Parameter1 = Canada West) Access the ActiveReports Web Designer and Add Data Set 1. On the ActiveReports Server Report Portal, click Create report. The ActiveReports Web Designer opens in the new browser tab. 2. Select Blank Page Report template and then click Choose Data. 3. Select SalesByRegion data set from the available shared data sets. 4. Click Create Report. The SalesByRegion data set is added to the report. Create Master Report Layout To create a master report, we will use List data region. The List data region will contain TextBox controls to display the data, and a Subreport control to display detail report. The List data region repeats any report control it contains for every

73 ActiveReports 12 Server 73 record in the dataset. 1. Drag and drop List data region onto the design area of the report. 2. Drag and drop two TextBox controls, TextBox1 onto the list and TextBox2 above the list. 3. Drag and drop the Subreport control onto the list. Arrange the controls such that the report now looks like the following. Verify that the hierarchy of the controls added in the report is as follows. This can be viewed in Explorer by clicking. Add Parameter to the Master Report Let us add the parameter that will be passed to the detail report to display the details accordingly. 1. From the top right corner of Web Designer, click the Data icon. 2. Click Add next to Parameters. A parameter named Parameter1 is added. 3. Click Parameter1 to edit parameter properties. You can change the Prompt to a more understandable text, such as 'Enter region name'. The following image shows how these properties are set:

74 ActiveReports 12 Server Go to From Query tab under Available Values and set the following properties. Property Value Data Set Name Value Field Label Field SalesByRegion Region Region The following image shows how these properties are set: Note: The name of the parameter in master report and detail report (subreport) should be same. Bind Data to the Report Controls 1. Select TextBox1 and enter the expression ="Store ID: "& Fields!Store.Value. 2. Select TextBox2 and enter the expression ="Details for region: "&Parameters!Parameter1.Value. 3. Set the Data Set Name property of the List data region to the SalesByRegion data set. Configure Subreport Let us embed the report created in Tutorial 3: Create Parameterized Report as a detail report and pass the parameter as filter to the detail report data from the master report. To embed the detail report to master report, 1. Select Subreport control. 2. From the Properties pane, set the Report Name property to the detail report's name, that is, 'Detail Report'. To use the parameter (Parameter1) passed from the master report to the detail report as a filter, set the parameter property as follows.

75 ActiveReports 12 Server From the Properties pane, go to Parameters property. 4. Click Show Items and then select Add Item. 5. Click to view the parameter properties. 6. Set the Parameter Name property to Parameter1. 7. Click the radio button next to Value and select Expression... to open the Expression Editor:Value dialog box. 8. Double-click Parameter1 from the Parameters field so that =Parameters!Parameter1.Value is entered as expression. The following image shows how these properties are set: 9. Click Save. To use the parameter (Parameter2) as filter to store values, 10. Similar to above steps, add another parameter. 11. Set the Parameter Name property to Parameter Set the Value to =Fields!Store.Value expression. The following image shows how these properties are set: 13. Click Save. The Parameters property of Subreport control now shows two parameters as shown. Add Title 1. Drag and drop a TextBox control above the List data region. If required, relocate the table to create space for the text box. 2. Click inside the text box and enter the text 'Customer Orders (Master Detail Report)'.

76 ActiveReports 12 Server 76 Customize the Appearance of Master Report Note: You may need to resize and reposition the controls on the report to accommodate data, and for a cleaner look. To customize the text boxes with information on store id and details for region, 1. Select TextBox1 and TextBox2, one at a time. 2. From the Properties pane, set TEXT - Text Align property to Center. 3. Set BACKGROUND - Color to Plum from the colors available on Web tab of the color pallet. To customize the title, 4. Select the text box with title. 5. From the Properties pane, set TEXT - Text Align property to Center. 6. Set BACKGROUND - Color property to Plum from the colors available on Web tab of the color pallet. 7. Set TEXT - Font Weight property to Bold. Preview and Save Master Report 1. Click Preview to view your report in the final output. You will be prompted to select the region name. 2. Select a region and see how the details are filtered. 3. Exit the preview mode by clicking Back on the left side of the designer. 4. Switch to the File tab and click Save to open the Save dialog box. Enter the report name as 'Master Report' and click Save Report. Create a Complex Pivot Report A complex pivot report contains a tablix with added groups. What You Will Learn This tutorial guides you through the steps to create a complex Pivot report by adding column groups to a tablix. Note: You need to complete Create a Report with Tablix before performing following steps. Add Groups

77 ActiveReports 12 Server 77 Bind Data to the Groups in Tablix Data Region Manage Data Improve the Layout of Tablix Data Region Customize the Appearance of the Pivot Report Preview and Save Report After you complete this tutorial, you will have a report that looks similar to the following. Add Groups After creating the simple Pivot report, let us add two groups to the MediaType column group - an adjacent group and a child group. To add an adjacent group,

78 ActiveReports 12 Server Right-click the MediaType column group area to view options in the context menu. 2. Go to Column Group and Select Adjacent-After. To add a child group, 3. Right-click the MediaType column group area to view options in the context menu. 4. Go to Column Group and select Child. Now, the tablix looks similar to the following. Bind Data to the Tablix Data Region To add fields to the newly added groups, 1. Drag and drop the Country field on the child group area. 2. Drag and drop the SaleDate field on the group adjacent to MediaType column group. To obtain the month value of sale date, 3. Select the SaleDate group.

79 ActiveReports 12 Server Go to the Properties pane and change the Value to =MonthName(Month(Fields!SaleDate.Value)). To display the month wise aggregate price, 5. Drag and drop the Price field onto the body of the tablix. 6. Select the body area containing Price. 7. Go to Properties pane and change the Value to =Sum(Fields!Price.Value). Now the tablix looks similar to the following. Manage Data Since the data in a tablix expands across both rows (vertically) and columns (horizontally), you need to add groups and filters to manage such a large amount of data. To manage how the added group data is rendered across rows and columns, 1. From the Explorer, select the Tablix data region. 2. From the left pane of the designer, click the Group Editor icon to display row groups and column groups. To limit the horizontal data in tablix, let us add filter to MediaType column group so that it displays only two types of media - VHS and DVD. 3. Select MediaType (Tablix1_ColumnGroup1) column group and go to the Properties pane. 4. In the Filters property, click Show Items, and then select Add Item. 5. Click to display the filter properties. 6. Click the radio button next to Filter Expression to display the fields and select the MediaType field. 7. Click the drop down next to Operator and select 'In'. 8. Click Show Items to open Filter Values. 9. Click Add Items and enter text 'VHS'. 10. Click Add Items again and enter 'DVD'. To display the countries once for every MediaType column group, 11. Select Country (Tablix1_ColumnGroup2) column group and go to the Properties pane. 12. In the Group Expressions property, click Show Items and then select Add Item. 13. Click the radio button to display the fields and select the Country field. To display the months once for SaleDate column group, 14. Select SaleDate (Tablix1_ColumnGroup3) column group and go to the Properties pane. 15. In the Group Expressions property, click Show Items and then select Add Item. 16. Enter the expression =Month(Fields!SaleDate.Value). To display month in the order of occurrence, 17. Go to Sort Expressions property, click Show Items, and then click Add Item.

80 ActiveReports 12 Server Enter the expression =Fields!SaleDate.Value. Let the sort order be ascending (default). Improve the Layout of Tablix Data Region To manage the text and labels that appear in cells, 1. Right-click the cell with text 'Media Type' to view options in the context menu. 2. Select Split Cells. Now we have a new cell adjacent to cell with 'Media Type'. 3. In the new cell, enter the text 'Months' to give label to the SaleDate column group. To merge cells with adjacent empty cells, 4. Select the SaleDate column group and the empty cell below it, right-click, go to Cells and select Merge Cells. 5. Similarly, merge the corner area (top left area) of tablix with the empty cell below it. 6. In the above merged cell, change the text to 'Prices by Media Type and Months' Customize the Appearance of the Pivot Report Note: You may need to resize and reposition the controls on the report to accommodate data, and for a cleaner look. 1. To customize the body area and group area of the tablix, set the following properties. Property Value Body area (=Sum([Price]) ) below SaleDate column group BORDER - Style TEXT - Text Align Solid Center Column group area (=[SaleDate]) and Child group (=[Country]) BORDER - Style TEXT - Text Align Solid Center 2. To customize the Months label, set the TEXT - Text Align property to Center. Note that background color and the font weight properties are already applied, same as the Media Type label. Preview and Save Report 1. Click Preview to view your report in the final output. 2. Exit the preview mode by clicking Back on the left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report. The reports created in the ActiveReports Web Designer are saved in the ActiveReports Server Report Portal under 'No Category'.

81 ActiveReports 12 Server 81 Create a Drill-Down Report You can set up table groups to collapse, so that users can drill down into the data they choose to view. In order to collapse a group, it must have a header and a nested group. When the report is initially displayed, the header rows display the groups with plus sign icons that you can click to display the detail data from the nested group. When you view the report, the collapsible group's header rows display with a plus sign icon to the left of them. Click the icon to expand the group and show any associated details. The drill-down feature helps in temporarily hiding a part of your report. That hidden part can be controls, groups, columns or rows. When you open a drill-down report, part of the data is hidden so that you can only see high-level data until you request for more detail. In such reports you find an expand icon (plus-sign image) next to the toggle item in the report. Clicking the toggle image, or plus sign, expands hidden content into view and the expand icon changes to a collapse icon (minus-sign). When you click the minus-sign image, it hides the content and returns the report to its previous state. To create a drill-down report, use the Visibility properties of controls, groups, columns, or rows. Simply set the Visibility - Hidden property to True and set the toggle item to the name of another item in the report, usually a text box in the group or a text box as column label containing the hidden item. At run time, this puts a plus sign next to the toggle item which the user can click to display the hidden data. What You Will Learn This tutorial guides you through the steps to create a drill down report in ActiveReports Web Designer. Note: You need to complete Create a Report with Tablix before performing following steps. Add Drill Down to the Pivot Report Preview and Save Report After you complete this tutorial, you will have a report that looks similar to the following. Add Drill Down to the Pivot Report

82 ActiveReports 12 Server 82 Consider that you do not want the price details of each media in the first view, but want to drill down to individual prices later. For this, you can toggle the MediaType column group from another text box inside the Tablix data region as follows. 1. From the Explorer, select the Tablix data region. 2. From the left pane of the designer, click the Group Editor icon to display row groups and column groups. 3. Select Tablix_ColumnGroup1 column group. 4. From the Properties pane, set the Visibility - Toggle Item property to the text box containing the label Media Type (TextBox2). 5. Set the Visibility - Hidden to True. Preview and Save Report 1. Click Preview to view your report in the final output. 2. Click the (-) sign to expand the price details for each media type. Click (+) sign to again see the aggregate price for all media types. 3. Exit the preview mode by clicking Back on the left side of the designer. 4. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report. The reports created in the ActiveReports Web Designer are saved in the ActiveReports Server Report Portal under 'No Category'. Create a Report with Drill-through in Chart You can enhance the interactivity in your report by adding drill-through links to it using Jump to Report property. A drillthrough link takes you to another report with more detail. Drill-through links appear as a hyperlink that you can click to move to a completely different report. Drill-through links are displayed when you preview your report. What You Will Learn This tutorial guides you through the steps to create a dashboard report. Note: You need to complete Create a Report with Chart before performing following steps. Add a Drill-Through Link Preview and Save Report After you complete this tutorial, you will have a chart report where you can navigate to another report on clicking a series value on chart area.

83 ActiveReports 12 Server 83 Add the Drill-Through Link 1. From the Explorer, select the Chart data region. 2. Select Profit in the Data Fields area. 3. In the Properties pane, go to the Action group of properties and set Type to Jump to Report. 4. In the Jump to Report field that appears, select a report from the list that you want to jump to on clicking the plot of Profit. For example, we have selected 'Sales By Region' report available in the ActiveReports Server. 5. Similarly, select Quantity in the Data Fields area. 6. Repeat steps 2 and 3. In the Jump to Report property, select 'Store Report'. Preview and Save Report 1. Click Preview to view your report in the final output. 2. Click a series on the plot area. You will see that you are navigated to that report. 3. Exit the preview mode by clicking Back on the top left side of the designer. 4. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report. Create a Dashboard Report A dashboard report displays the data in different data regions, on a single display area, to help visualize and analyze the data at a glance. You can use charts, tables, and other controls, along with drill through feature to help design an interactive dashboard report. What You Will Learn This tutorial guides you through the steps to create a dashboard report. Note: You need to complete Create a Report with Drill-through in Chart before performing following steps. Add a Table Data Region and a TextBox control Bind Data to Table Data Region and Add text to TextBox control Manage Data in Table Customize the Appearance of Report Preview and Save Report After you complete this tutorial, you will have a report that looks similar to the following.

84 ActiveReports 12 Server 84 Add a Table Data Region and a TextBox control To give the report with chart a dashboard look, let us add a table to display the tabular data. 1. On the design area of the report, drag and drop Table data region below the Chart data region. 2. To give title to the table, drag and drop a TextBox control between chart and table as shown.

85 ActiveReports 12 Server 85 Bind Data to Table Data Region and Add text to TextBox control To fill the table with data, 1. In the details row, drag and drop the Store field on the first column, Region field on the second column, Quantity field on the third column. The Header row above the details row is automatically filled with labels. 2. To remove the table footer, right-click the bottom row and select Remove Footer. To add title to the table, 3. Select the TextBox added above the table. 4. Enter the text 'Store, Region, and Quantity'. Manage Data in Table To group data in table according to the store value, 1. From the Explorer, select the Table data region. 2. Go to Group Editor and select Table1_DetailsGroup1. 3. In the Group Expressions property, click Show Items and then select Add Item. 4. Click the radio button to display the fields and select the Store field.

86 ActiveReports 12 Server 86 To obtain the data in the ascending order of store value, 5. Select the table. 6. Go to the Sort Expressions property, click Show Items and then select Add Item. 7. Click the radio button to display the fields and select Store field. Customize the Appearance of Report See previous tutorials to customize the appearance of the table and the text box to look same as shown. Preview and Save Report 1. Click Preview to view your report in the final output. You have a chart in which you can drill through to other report, along with the tabular data. 2. Exit the preview mode by clicking Back on the top left side of the designer. 3. Switch to the File tab and click Save to open the Save dialog box. Enter the report name and click Save Report. You can also provide a description and a revision comment for the report. Get Started with ClickOnce End User Designer The ClickOnce End User Designer works only in Internet Explorer and Microsoft Edge browsers as both are based on the ClickOnce technology. The following basic areas are covered to get started with ClickOnce End User Designer. Elements of ClickOnce End User Designer Learn about the elements of ClickOnce End User Designer. Report Types Learn about the report types supported by ClickOnce End User Designer. Create a Report

87 ActiveReports 12 Server 87 Learn about creating reports in ClickOnce End User Designer. Modify a Report Learn about modifying reports in ClickOnce End User Designer. Connect to Data Learn about how to connect to data in Page and RDL reports. Elements of ClickOnce End User Designer Page reports define reports as fixed page layouts. You can use the same page layout throughout the report or design more page layouts for complex reports. Page reports are saved in RDLX format. Designer tabs The Designer has three tabs located at the bottom of the report design surface. Create a report layout in the Designer tab, write script in the Script tab to implement.net functionality and see the results in the Preview tab. Designer tab: Appears by default when you open a report in the designer. Use this tab to visually design your report layout. You can implement design-time features here, drag controls from the toolbox to create a layout, bind data regions to data, and set properties for the report and controls through the context menu. Script tab: Opens the script editor, where you can add.net functionality to reports without compiling.vb or.cs files. You can use Visual Basic script in this tab with RDL and Page reports. Section reports support C# script as well

88 ActiveReports 12 Server 88 as Visual Basic script. In Page and RDL reports, you can embed code blocks to reference in the expressions you use on report controls. In Section reports, you can add code to object events. Preview tab: Allows you to view your report. Designer buttons Designer buttons, located to the right of the designer tabs along the bottom of the designer, are enabled when you are on the Designer tab. They allow you to control settings for the design surface. Dimension Lines: Dimension lines appear during a drag operation, and run from the borders of the report control or data region being moved or resized to the edges of the report designer surface. Dimension lines let you track the location of the control as you move it by displaying the distance between the control and the edge of the writable area of the report. Hide Grid: By default, grid lines or dots appear on the report design surface. Select this option to design your report on a blank page. Although lines and dots do not appear when you hide the grid, Snap to Lines and Snap to Grid settings are unaffected. Show Dots: Select this option to use dots on the design surface to indicate the grid to guide you in the placement of controls. Show Lines: Select this option to use faint grey lines on the design surface to indicate the grid to guide you in the placement of controls. Snap Lines: Aligns the control you are dragging with other controls on the report design surface. When you drag the control around, snap lines appear when it is aligned with other controls or with the edges of the report, and when you drop it, it snaps into place in perfect alignment. Snap to Grid: Aligns the control you are dragging with grid lines on the report design surface. When you drop the control, it snaps into place in alignment with the nearest grid mark. To place your controls freely on the report design surface, turn this setting off. Select Mode: Selects an item on the report designer surface on clicking it. Use this mode for editing, data binding, and styling in the Designer tab. Pan Mode: Makes navigation easier in a report with many controls that you do not want to disturb. In this mode, you cannot select, edit, add, or delete controls, but you can navigate through the report by pressing the left mouse button and dragging the report to the desired position. Page tabs (Page report only) Page tabs appear in an Excel-like bar below the report design surface. This feature is only available in Page reports, where you design report layouts on separate pages and control the way each page appears. Using page tabs, you can select which page to view or edit, add new pages, remove existing pages, reorder pages, and create duplicate pages. By default, a new report has a Page 1 tab and a New tab. Page 1: This is the layout for the first page of the report. If no other page layouts exist, this page layout applies to the entire report. New: Click to add a new page where you can create a layout for pages displayed after the first page. Right-click any page tab (except the New tab) to get a context menu that allows you to Insert a new page, Duplicate the page, or Delete the page. Toolbar Contains buttons and dropdown lists for a number of commonly used commands. Toolbar options differ slightly depending on the report type. The commands for Text decoration: Style, Font, Font Size, Fore color, Back Color, Bold, Italic, Underline. Layout editing: Zoom Out, Zoom In, Zoom. Control alignment: Align to Grid, Align Lefts, Align Rights, Align Tops, Align Middles, Align Bottoms.

89 ActiveReports 12 Server 89 Control resizing: Make Same Width, Make Same Height, Make Same Size, Size to Grid. Control spacing: Make/Remove Horizontal/Vertical Spacing Equal, Increase/Decrease Horizontal/Vertical Spacing. Report Explorer The Report Explorer gives you a visual overview of report elements in the form of a tree view where each node represents a report element. Section, RDL, and Page reports are composed of different types of report elements. Using the Report Explorer with any type of report, you can remove controls, add, edit, or remove data sources and parameters, and drag fields onto the report. You can also select the report or any element of the report to display in the Properties Window, where you can modify its properties. Toolbox The Designer toolbox tabs display all of the controls specific to the type of report that has focus. When a Section report has focus, the Section Report toolbox becomes available. For information about the report controls available in this toolbox, please see the Supported Controls (Section Report) topic in the User Guide. When a Page or an RDL report has focus, the Page Report or RDL toolbox becomes available. For information about the report controls available in these toolboxes, please see the Supported Controls topic in the User Guide. Properties Window The Properties window is an important tool when you design a report. Select any page, section, data region, control, or the report itself to gain access to its properties in the Properties window. You can sort the properties by category or in alphabetical order by clicking the buttons at the top of the Properties window. Select a property to reveal a description at the bottom of the window. Just above the description is a commands section that contains commands, links to dialogs that give you access to further properties for the item. You can resize the commands or description sections by dragging the top or bottom edges up or down. Rulers In ActiveReports, rulers appear at the top and left of the Design View to guide you in vertically and horizontally aligning items in the report. They have large tick marks to indicate half inch points and smaller tick marks to indicate eighths of an inch. Scroll Bars Scroll bars appear automatically when controls or data regions do not fit within the visible area of the report design surface. A scroll bar consists of a shaded column with a scroll arrow at each end and a scroll box (also called a thumb) between the arrows. You can scroll up, down, right or left using the scroll arrow buttons, scroll box or mouse wheel. Zoom Slider ActiveReports allows you to zoom in or out on the report design surface for better control over your report layout. As you zoom in or out, the apparent size of every item on the design surface changes proportionately. In the designer, the Zoom bar is below the report design surface. The slider thumb is set to 100% by default. Use the slider to show the layout at any zoom level from 50% to 400%. You can also use the zoom in (+) and zoom out (-) buttons at either end of the slider. Report Types In the ClickOnce End User Designer, you can choose a report type based on your layout requirements. Depending on the type of report you select, your reports are saved to different file formats. Report Types We are going to discuss three types of report that you can create depending on your layout requirements: Page, RDL, and

90 ActiveReports 12 Server 90 Section. Note: A fourth type, Semantic report, uses the Add-On Designer. You can learn more about Semantic reports in the Creating Your First Report topic in the documentation for that designer. Page Report In a Page report, you design reports on a fixed page layout. You can place controls anywhere on the report and they will not change in size at run time. To handle any extra data, use an OverflowPlaceHolder control. For more information, see Page and RDL Report Concepts in the User Guide. RDL Report In an RDL report, controls grow vertically to accommodate data. Controls can grow and shrink, and you can set up interactive sorting. You can create drill-down reports in which detail data that is initially hidden can be toggled by other items, and you can add drill-through links to other reports and to bookmark links within reports. For more information, see Page and RDL Report Concepts in the User Guide.

91 ActiveReports 12 Server 91 Section Report In a Section Layout, you design reports in banded sections. PageHeader, Detail and PageFooter sections appear by default, and you can remove all but the Detail section. Right-click the report and select Insert to add other section pairs like ReportHeader and ReportFooter, or GroupHeader and GroupFooter. For more information, see Section Reports Concepts in the User Guide. You can hide any section that you do not want to show by setting the Visible property of the section to False. Report File Format Types Reports save to a number of file formats depending on the features you use and the report type. See the following list of file formats for each type. Format Page or RDL Section RDLX RPX RDLX-Master RDLX-Theme RDSX RDF Report Controls in Each Report Type In the ClickOnce designer, the available controls depend on the type of report you select. Report Controls Section Report Page Report RDL Report BandedList List Tablix Table OverflowPlaceHolder Chart Barcode

92 ActiveReports 12 Server 92 Bullet Calendar CheckBox Container CrossSectionLine CrossSectionBox FormattedText Image Label Line PageBreak Picture ReportInfo RichTextBox Shape Sparkline SubReport TextBox TableOfContents Create a Report You can create a new RPX/RDLX report from the Report portal in the ClickOnce End User Designer. The Designer provides all basic functions of ActiveReports Designer where you can design a report based on the selected report type - Section, Page, or RDL report. 1. In the Report list area of the Report Portal, click the Create report icon.

93 ActiveReports 12 Server In the Create report dialog that appears, choose from Section, Page, or RDL report layout types. 3. Click OK to open the ClickOnce End User Designer. Note: Steps 4 and 5 do not apply for Section reports since Section reports do not support server shared data sets. To set data source in Section reports, click Data Source icon to open Report Data Source dialog, select the data type, fill in the fields, and click OK. 4. In the Report Explorer, right-click the Server Data Sets node and select the Add Data Set option to add a server shared data set.

94 ActiveReports 12 Server In the Add Server Data Set dialog that appears, select the data set, and click OK. 6. From the toolbox, add controls to your report.

95 ActiveReports 12 Server Click the preview tab to view the report at design time. 8. To save the report, go to the File menu and click Save. 9. In the Save As dialog that appears, enter the Report name and click Save.

96 ActiveReports 12 Server 96 You can also add a description or a comment, or select the category where you want to save your report. Creating a Page or RDL Report The steps to create a Page or RDL report are split into following activities: Select the report layout Add a dataset Add controls to the report View the report Save the report Design Time

97 ActiveReports 12 Server 97

98 ActiveReports 12 Server 98 Run Time Select the report type 1. In the ActiveReports Server Report Portal, click the New Report button. 2. From the Create report pop-up window, select Page Report or RDL Report and click OK. Add a dataset Prerequisite These steps assume that your administrator has already added a server shared data set based on the sample Factbook.xml data source. Only an ActiveReports Server administrator can add, remove, or modify server shared data sources and data sets. Here are the steps the administrator can follow to add this data set. 1. Set the connection properties for the data source and the query for the data set as described in Reports with XML Data. 2. Add a data source to the server as described in Shared Data Sources. 3. Add a data set to the server as described in Server Shared Data Sets. 1. In the Report Explorer, right-click the Server Data Sets node and select Add Data Set. Note: The Add Data Set option is disabled if there are no data sets available in ActiveReports Server. 2. In the Add Server Data Set dialog, select the data set and click OK. Your data set and fields appear as nodes under the data source in the Report Explorer.

99 ActiveReports 12 Server 99 Add controls to the report 1. From the toolbox, drag a List data region onto the design surface of the report and go to the Properties window to set the DataSetName property to ExchangeRates. 2. From the Report Explorer, drag field onto the list, center it at the top, and go to the Properties window to set the FontSize property to 14pt. 3. From the Report Explorer, drag the following fields onto the list with properties set as described in the table below. Field Name Property Name Currency VsUSD2004 VsUSD2003 VsUSD2002 VsUSD2001 Location: 1.125in, 0.5in Size: 2.25in, 0.25in Location: 4.5in, 0.875in Size: 1in, 0.25in Location: 4.5in, 1.25in Size: 1in, 0.25in Location: 4.5in, 1.625in Size: 1in, 0.25in Location: 4.5in, 2in Size: 1in, 0.25in VsUSD2000 Location: 4.5in, 2.375in Size: 1in, 0.25in 4. From the toolbox, drag a TextBox onto the list and set the properties as described in the table below to combine static text with the field value. Property Name Property Value Location Size 0.145in, 0.875in 3in, 0.25in Value ="Value of " & Fields!Currency.Value & " versus US$ for year:" 5. From the toolbox, drag TextBox controls onto the list and set the properties as described in the tables below to create static labels. TextBox1 Property Name Location Size FontWeight Value Property Value 0.125in, 0.5in 0.75in, 0.25in Bold Currency: TextBox2

100 ActiveReports 12 Server 100 Property Name Location Size TextAlign Property Value 3.375in, 0.875in 1in, 0.25in Right Value 2004: TextBox3 Property Name Location Size TextAlign Property Value 3.375in, 1.25in 1in, 0.25in Right Value 2003: TextBox4 Property Name Location Size TextAlign Property Value 3.375in, 1.625in 1in, 0.25in Right Value 2002: TextBox5 Property Name Location Size TextAlign Property Value 3.375in, 2in 1in, 0.25in Right Value 2001: TextBox6 Property Name Location Size TextAlign Property Value 3.375in, 2.375in 1in, 0.25in Right Value 2000:

101 ActiveReports 12 Server 101 View the report Click the Preview tab to view the report at run time. Save the report 1. In the File menu, click Save. 2. In the Save As dialog that opens, enter the Report name and click Save. You can also select the category where you want your report to appear, add a description, and add a comment to appear in the revision history. Creating a Section Report The steps to create a Section report are split into following activities: Select the report layout Connect to a data source Add controls to the report View the report Save the report Note: Section reports do not support server shared data sets. Design Time

102 ActiveReports 12 Server 102 Run Time Select the report type 1. On the ActiveReports Server Report Portal, click New Report to create a new report. 2. From the Create report pop-up window, select Section Report and click OK. Connect to a data source 1. On the detail section band, click the Data Source icon. 2. In the Report Data Source dialog, on the XML tab, click the ellipses button next to File URL. 3. Navigate to [User Documents folder]\grapecity Samples\ActiveReports 12\Data, select the Factbook.xml file, and click the Open button. 4. In the Recordset Pattern field, enter the following query: //countries/country 5. Click OK to close the Report Data Source dialog. Add controls to the report

103 ActiveReports 12 Server From the Report Explorer, drag the following data fields onto the Details section of the report, and set the following properties in the Properties window: Field Name Property Name Currency VsUSD2004 VsUSD2003 VsUSD2002 VsUSD2001 Location: 0, 0.4 in Size: 1, 0.2in Location: 5, 0.4 in Size: 2, 0.2in Location: 5, 0.76 in Size: 2, 0.2in Location: 5, 1.12 in Size: 2, 0.2in Location: 5, 1.48 in Size: 2, Location: 3.25, 0 in Size: 2, 0.24in Font Size: 14pt 2. From the toolbox, drag TextBox controls onto the Details section and set the following properties to create static labels. TextBox1 Property Name Location Size Font Text Property Value 0, 0.4in 1, 0.2in Bold: True Currency: TextBox2 Property Name Location Size Property Value 4, 0.4 in 1, 0.2in Text 2004:

104 ActiveReports 12 Server 104 TextBox3 Property Name Location Size Property Value 4, 0.76 in 1, 0.2in Text 2003: TextBox4 Property Name Location Size Property Value 4, 1.12 in 1, 0.2in Text 2002: TextBox5 Property Name Location Size Property Value 4, 1.48 in 1, 0.2in Value 2001: View the report Click the Preview tab to view the report at run time. Save the report 1. From the File menu, click Save. 2. In the Save As dialog that opens, enter the Report name and click Save. You can also select the category where you want your report to appear, add a description, and add a comment for the revision history. Modify a Report You can modify your RPX/RDLX report from the Administrator portal or the Report portal in the ClickOnce End User Designer. 1. In the Reports page of the Administrator portal or the Report list area of the Report Portal, select the report you want to modify and click the Design report icon.

105 ActiveReports 12 Server In the Designer that opens, modify the report as required. 3. Go to the File menu and click Save to save the report. Connect to Data There are a number of concepts that apply exclusively to Page and RDL reports. Connect to a Data Source Learn about connecting to a data source. Add a Dataset Learn about adding dataset. Edit a Shared Dataset Learn about editing shared datasets. Connect to a Data Source In Page and RDL reports, you connect to a data source in the Report Explorer. 1. In the Report Explorer, right-click the Data Sources node and select Add Data Source, or from the Add button select Data Source. 2. In the Report Data Source dialog that appears, on the General page, change the name of the data source

106 ActiveReports 12 Server 106 (DataSource1 by default). This name appears in the Report Explorer as a child of the Data Sources node, so it is useful to give it a meaningful name. 3. Under Type, select the type of data source you want to use. 4. Under Connection, enter the Connection String. If you select SQL, OleDB, or Oracle for the Type, Connection Properties, Connection String, and Advanced Settings pages appear under Connection. See Report Data Source Dialog in the ActiveReports User Guide for further details. If you select XML Provider for the Type, the connection string must include XmlDoc or XmlData. (TransformationDoc is optional.) XML Provider Connection Strings XmlDoc: Refers to a specific XML file located on either the file system or at a web-accessible location. For example, XmlDoc=C:\MyXmlFile.xml; XmlData: Provides XML data in the connection string itself. For example, XmlData=<people> <person> <name> <given>john</given> <family>doe</family> </name> </person> <person> <name> <given>jane</given> <family>smith</family> </name> </person> </people>; TransformationDoc: Refers to a specific XSLT file to apply to the XML data. Note that elements in the Connection String must terminate with a semicolon (;) character. 5. Click the Validate Data Source icon to confirm the connection string. This icon becomes inactive to indicate success, or an error message indicates an invalid connection string. 6. On the Credentials page, you can specify your password, request user credentials, or use Windows authentication. 7. Click the OK button on the lower right corner to close the dialog. You have successfully connected the report to a data source. In ActiveReports, you can connect to most data sources with these steps. However, you need to follow the instructions below to connect to a Shared Data Source on ActiveReports Server. Connect to a Shared Data Source 1. In the Report Explorer, right-click the Data Sources node and select the Add Data Source option or select Data Source from the Add button. 2. In the Report Data Source dialog that appears, select the General page and enter the name of the data source. This name appears as a child node to the Data Sources node in the Report Explorer. 3. Check the Shared Reference checkbox on. 4. Under Reference, click the Browse button and from the Shared Data Source File dialog that appears, go to

107 ActiveReports 12 Server 107 the folder where your shared data source file is located and select it. A file path appears in the field adjacent to the Browse button. 5. Click the OK button on the lower right corner to close the dialog. A shared data source node appears in the Report Explorer. Add a Dataset In a Page or RDL report, once you connect to a data source, you add a data set to get a list of fields to use in the report. 1. In the Report Explorer, right-click the data source node (DataSource1 by default) and select Add Data Set. Or from the Add button, select Data Set In the DataSet dialog that appears, select the General page and enter the name of the dataset. This name appears in the Report Explorer as a child of the data source node, so it is useful to give it a meaningful name. 3. On the Query page of this dialog, select a Command Type from the dropdown list. Text: Enter a SQL query or XML path in the Query box. See Visual Query Designer in the ActiveReports User Guide for more on using the interactive query designer. StoredProcedure: Enter the name of the stored procedure in the Query box. TableDirect: Enter the name of the table in the Query box. 4. Click the Validate DataSet icon at the top right to validate the query. 5. The fields automatically appear in the Fields page in the DataSet dialog. Note: For XML data, you must manually enter fields on the Fields page using valid XPath expressions. 6. You can also set parameters, filters, and data options on the other pages of the dialog. 7. Click the OK button to close the dialog. Your data set and fields appear as nodes in the Report Explorer. Note: If you are using an XML data source provider, you provide an XML path on the Query page and generate fields using XPath expressions on the Fields page of the DataSet dialog. See the following example for details. Query and Field Settings for XML Data The XML provider supports the use of XPath 1.0 in building queries and selecting Fields. Here is an example of how to set the query string and fields with an XMLData connection string. Connection String Example of an XmlData connection string. XmlData=<people> <person> <name> <given>john</given> <family>doe</family>

108 ActiveReports 12 Server 108 </name> </person> <person> <name> <given>jane</given> <family>smith</family> </name> </person> </people>; Query String Example of a query for the XmlData example above. /people/person/name Fields Once the query is set, add two fields to the Fields collection with the following name and value pairs: Name: Given Value: given Name: Family Value: family Edit a Shared Dataset 1. From the Server menu, select Edit Shared Data Sets. 2. In the Server Shared Data Sets dialog that appears, select a data set from the list, and then click Edit. 3. In the Server Shared Data Set dialog that appears, edit the data set properties with the help of this dialog. 4. Click Save to update the data set properties and return to the Server Shared Data Sets dialog. Sharing and Security

109 ActiveReports 12 Server 109 The ActiveReports Server Web Designer employs role-based security, that is, permissions are assigned to roles, rather than to individual users. A user with a given role can avail only those permissions that are assigned to that particular role. The user must be granted sufficient permissions (through role) to upload or save a report and schedule it. All the saved reports can be viewed in the Report Portal. The user can then preview the report, and then share it via . The task of adding users and assigning them roles is managed by administrator. A user with role that allows uploading (or saving) reports but does not allow scheduling reports, will only be able to upload reports to the server, and will not be able to schedule reports. The following table shows how two users have different permissions depending on roles assigned: User1 with permission to upload reports User2 with permissions to upload and schedule reports Note: The reports on the Report portal are editable only by users with administrator role. Previewing Reports The HTML5 Viewer is a Javascript component that can be used in web applications to preview reports hosted on ActiveReports Server or ActiveReports 12 Web Service. The HTML5 Viewer provides several UI types to target the wide range of supported devices. The application can switch between these options using the public API methods and properties. HTML5 Viewer Mobile UI

110 ActiveReports 12 Server 110 HTML5 Viewer Mobile Top Toolbar Toolbar Element Name Table of Contents Description Displays the Table of Contents pane. Parameters Displays the Parameters pane. Search Displays the Search pane. Single page view Displays one page at a time in the viewer. Continuous page view Displays all preview pages one below the other. Galley mode Save As Provides a viewer mode which removes automatic page breaks from an RDL report and displays the data in a single scrollable page. This mode maintains page breaks you create in the report. Displays the drop-down list of formats to export the report. The available options are PDF Document, Word Document, Image File, MHTML Web Archives, Excel Workbook, and CSV file. Tapping the menu item exports the report to the selected format. and opens the saved file in the browser as an attachment. Send report by after specifying address of the recipient in the Send Report by dialog. You can select the format of the report from PDF (default), EXCEL, MHT, Image, WORD, and XML, and choose to send the report as link or as an attachment. HTML5 Viewer Mobile Bottom Toolbar Toolbar Element Name Previous Page Description Navigates to the previous page of the displayed report.

111 ActiveReports 12 Server 111 Next Page Navigates to the next page of the displayed report. 2/124 Current Page Back to Parent Partial Data. Run Full Report Cancel Report Displays the current page number and page total. Enter the page number to view a specific page. Returns to the parent report in a drill-through page report. Provides information that report is not fully rendered. It is partially rendered either due to page limit set by administrator or user has cancelled rendering using option. Click option again to run full report. Use this option to cancel loading full report. This option is displayed for large reports. HTML5 Viewer Mobile Table of Contents Pane The Table of Contents pane appears when you tap the TOC button on the toolbar. Tap any TOC item in the Table of Contents pane to navigate to the corresponding section of the report in the Viewer. The Table of Contents pane has a Close (x) button that hides the pane and shows the report display area. If a report does not have a Table of Contents, the TOC button in the toolbar is disabled. HTML5 Viewer Mobile Parameters Pane The Parameters pane appears automatically if your report contains parameters. In the Parameters pane, click the depending on the parameter type. button to open the Parameters Value editor where you can choose or enter values

112 ActiveReports 12 Server 112 After you select or enter the values, click the Back button to navigate to Parameters Pane. Click the View Report button to view the report according to the selected parameter values. In the Parameters pane, you can use parameters to filter or add the data to display reports at runtime. You can either prompt users for parameters so that they control the output, or set hidden parameters to pass values automatically at runtime without prompting the users. To filter or add the report data, enter a value or set of values and click View report. If a report does not have parameters, the Parameters button in the toolbar is disabled. Parameters HTML5 Viewer Mobile Search Pane The Search pane appears when you tap the Search button in the toolbar. The Search pane occupies all the available HTML5 viewer size. This pane allows you to search for a specific text in the report. To search in a report:

113 ActiveReports 12 Server 113 Enter the word or phrase in the search field. Under the search field, you may choose to use the Match case and Whole phrase options while searching in the report. Click the Search button to see the results appear below the Search button. Click an item in the list to jump to that item in the report. HTML5 Viewer Desktop UI HTML5 Viewer Desktop Toolbar Toolbar Element Name Description Sidebar Search Displays the sidebar with the Table of Contents and Parameters panes. Displays the Search pane. First Navigates to the first page of the displayed report. Prev Navigates to the previous page of the displayed report. 2/124 Current page Displays the current page number and page total. Enter the page number to view a specific page. Next Navigates to the next page of the displayed report. Last Navigates to the last page of the displayed report. Back to Parent Returns to the parent report in a drill-through page report. Print Displays the Print dialog to specify printing options. Single page view Displays one page at a time in the viewer.

114 ActiveReports 12 Server 114 Continuous page view Displays all preview pages one below the other. Galley mode Save As Partial Data. Run Full Report Cancel Report Provides a viewer mode which removes automatic page breaks from an RDL report and displays the data in a single scrollable page. This mode maintains page breaks you create in the report. Displays the drop-down list of formats to export the report. The available options are PDF Document, Word Document, Image File, MHTML Web Archives, Excel Workbook, and CSV file. Tapping the menu item exports the report to the selected format. and opens the saved file in the browser as an attachment. Send report by after specifying address of the recipient in the Send Report by dialog. You can select the format of the report from PDF (default), EXCEL, MHT, Image, WORD, and XML, and choose to send the report as link or as an attachment. Provides information that report is not fully rendered. It is partially rendered either due to page limit set by administrator or user has cancelled rendering using Cancel Report option. Click Partial Data. Run Full Report option again to run full report. Use this option to cancel loading full report. This option is displayed for large reports. HTML5 Viewer Desktop Table of Contents Pane The Table of Contents pane appears when you click the Sidebar button in the toolbar. Click any TOC item to navigate to the corresponding section of the report in the Viewer. If a report does not have the Table of Contents, the Sidebar button in the toolbar is disabled. HTML5 Viewer Desktop Parameters Pane The Parameters pane appears when you click the Sidebar button in the toolbar and then click the Parameters tab. In the

115 ActiveReports 12 Server 115 Parameters pane, enter a value to filter the data to be displayed. Click View Report button to view the report according to the selected parameter values. You can use parameters to filter or add the data to display in reports at runtime. You can either prompt users for parameters so that they control the output, or set hidden parameters to pass values automatically at runtime without prompting the users. To filter or add the report data, enter a value or set of values and click View report. If a report does not have parameters, the Parameters pane does not appear in the sidebar. For more information, see Parameters. HTML5 Viewer Desktop Search Pane The Search pane appears when you click the Search button on the toolbar. This pane allows you to search for a specific text in the report. To search in a report:

116 ActiveReports 12 Server 116 Enter the word or phrase in the search field. Under the search field, you may choose to use the Match case and Whole phrase options while searching the report. Click the Search button to see the results appear below the Search button. Click an item in the search results to jump to that item in the report. HTML5 Viewer Custom UI The custom UI option of the HTML5 Viewer provides the ability to create a customized viewer for targeted devices and to meet the specific application requirements. You can customize the appearance of the HTML5 Viewer using the public API methods and properties, described in Work with HTML5 Viewer using Javascript. Send a Report by On previewing a report in HTML5Viewer, you can send a report directly as an link or as an attachment, without downloading the report first. To send a report by , 1. Click the button on the HTML5Viewer.

117 ActiveReports 12 Server Fill-in the dialog box as: Send to: Specify the address of the recipient. Subject: Enter the subject of the . Message: Enter the message of the . Document format: Select the format in which you want to send the report. You can choose from PDF (default), EXCEL, MHT, Image, WORD, and XML formats Select the option As link or As attachment to send the report as link or as an attachment. 3. Click Send. Note: In order to use this feature, SMTP settings should be specified on the SMTP Settings page in the Administrator dashboard. You can send the report as link only if the notification link url has been specified by the administrator. You can check the status of the sent from the report's History tab in Info panel. Scheduling Reports

118 ActiveReports 12 Server 118 You can set a scheduled task to run a report and have the report server share it using Windows File Share, send it to e- mail recipients, or print it using a variety of options for customizing the scheduling process. You can also create a new schedule task based on the settings of an existing schedule task with the help of Copy task button. The report runs at the time specified in the scheduled task. You can also choose to execute any scheduled task immediately using the Run once button placed on the top of the schedule. The server then sends a copy of the report to your list, file share location, or printer. You can set the report to run daily, weekly, or monthly. See Schedule Options for details. Note: If a user changes the schedule template settings of a schedule on the Report portal, other settings of the schedule will remain unchanged provided the Delivery type option is same. On the Report Portal, you can select a report and display related information to the right. On the Schedule tab, you can see any tasks that are scheduled for the selected report. To view details of a schedule for the selected report, click the scheduled task in the list. When setting up a scheduled task for a parameterized report, you can specify report parameters in the schedule options. If you specify parameters in the schedule options, the specified parameter values filter the report data so that the report contains only the filtered data. To add a scheduled task 1. On the Report Portal, select a report. 2. To the right of the selected report, go to the Schedule tab and click Add Task. 3. In the Task Details section that appears, specify the Schedule Options. 4. Click Save. To delete a scheduled task 1. On the Report Portal, select the report with the scheduled task that you want to delete. 2. On the Schedule tab to the right of the selected report, click the x button for the scheduled task that you want to delete.

119 ActiveReports 12 Server The scheduled task is removed from the list. To copy a scheduled task 1. On the Report Portal, select a report. 2. To the right of the selected report, go to the Schedule tab. 3. Select the schedule you want to copy and click Copy task. 4. In the Task Details section that appears, modify the Schedule Options. 5. Click Save. To rename a scheduled task 1. On the Report Portal, select a report. 2. To the right of the selected report, go to the Schedule tab 3. In the list of scheduled tasks, double-click a scheduled task. 4. In the activated field, enter a new name for the scheduled task.

120 ActiveReports 12 Server Press Enter on your keyboard to save the name. To run the scheduled task immediately 1. On the Report Portal, select a report. 2. To the right of the selected report, go to the Schedule tab 3. In the list of scheduled tasks, click the task that you want to execute immediately. 4. Click the Run Once button. Your task will be executed. The results of the execution of the most recent scheduled tasks are stored on the History tab. You can open non-expired reports in the History tab by clicking Open. When the time period specified in the Result Expires After setting expires, you can no longer open expired reports. Schedule Options On the Report Portal, when you select a report, Info, Schedule, History, Revisions and Categories tabs appear to the right. On the Schedule tab, you can schedule a report to run by clicking Add Task. There are also a number of options that you can set.

121 ActiveReports 12 Server 121 Available Schedule Options Option Choose Schedule Format Delivery type Description Select how often to run the task: Daily, Weekly, or Monthly. Select the format in which to share the report. Formats: Excel file (xls), Mht document (archived Web page), Image file, PDF document, Word document, XML file (xml) or CSV file (csv). Select how to deliver the report: Windows File Share, , or Print. Below are more options that appear with these delivery types. Note: The Format option is unavailable if the Delivery Type is set to 'Print'. Also note that you must have permissions to the specified printer. Options report to Subject Body Delivery method Enter one or more addresses where the report is to be sent. Separate multiple addresses with commas. Enter text to display in the subject line of the . If you do not enter text, default text is used. Enter text to display in the body of the . If you do not enter text, default text is used. Select As Link or As Attachment to define how the report is sent to recipients. Windows File Share Options File name Add file extension Path User name Password Enter a name to use for the shared report file. Select whether to add the appropriate file extension, for example, xls, to the file name. Enter the file path to which to save the shared report file. Enter a user name with access to the path where the shared report file is saved. Enter the password for the user to access the path where the shared report file is saved.

122 ActiveReports 12 Server 122 Overwrite Select whether to Increment filename as newer versions are added, or to Overwrite the existing file if it exists. It is best to choose the latter if the report is large or runs frequently and you are concerned about running out of space. Print options Printer Printer Options Select the printer from the available printers added to the server. The following options are available. You can modify the following Printer Options only if an administrator has specified the Allow user to choose option in the Administrator Dashboard. Color: Choose to print in Color or Gray scale. Orientation: Select the page orientation as Portrait or Landscape. Two sided: Specify printing as One-sided, Two-sided(Long edge), or Two-sided(Short edge). Number of copies: Enter the number of copies to be printed. Paper size: Select the page size from several available options such as Letter, Legal, Statement, A5, and so on. Paper source: Select paper source as Auto, Multi-purpose Tray, Drawer 1, Drawer 2, or Paper Type Priority. More options that apply to all delivery types Created by Modified by Displays the name of the person who initially created the schedule. This information is recorded automatically. Displays the name of the person who most recently modified the schedule. This information is recorded automatically. Specify report parameters (for parameterized reports only) This link only appears if the report you are scheduling has parameters. Click to open a dialog where you can specify parameters. The selected parameters filter the report data when the scheduled task executes. If the parameter is a date that allows any value, you can use the Relative Dates feature. To specify report parameters 1. In the Details section of the scheduled task, click Specify report parameters. 2. In the dialog that appears, drop down the list of report parameter values and double-click to select one.

123 ActiveReports 12 Server 123 Note: If a report parameter does not have a default value selected, you must enter a value for it to enable the Accept button. 3. Click Accept. Relative Dates When you set a parameter based on a date field and allow any value, you can allow users to choose relative dates in both viewing and scheduling reports. This allows you to set up scheduling that always updates automatically, with no need to go in and set the dates each time. When you show the report in the viewer and it requests parameter values, you can drop down the date parameter and select either Specific Date or Relative Date. Specific Date shows you the calendar picker that you would normally see for a date, but Relative Date offers the following options. beginning or end of current, previous, or next day, week, month, quarter, or year These dates are relative to the date that the report runs, and the week range values are determined based on the report's culture rather than the server's culture. Images of Specific Date and Relative Date options

124 ActiveReports 12 Server 124 When you schedule the report and specify report parameters, you are given the same choice of Specific or Relative Date. Report History Whenever a scheduled task is executed as per the assigned schedule or immediately (using the Run Once button), you can view the most recent results of your scheduled tasks on the History tab.

125 ActiveReports 12 Server 125 The name of each entry in the History list corresponds to a scheduled task that ran the report. The date and time of an entry indicates when a report was run. The Status is marked as Accomplished when a scheduled task for printing a report is successfully sent to a printer, even if an actual printing task fails. Therefore, to confirm whether the actual printing task has completed successfully, the user needs to check the print queue or printer details on the server machine. When the time period specified in the Result expires after setting expires, the open link is disabled and the report can no longer be opened. To view a report in History 1. Under the History tab, click an entry in the list. Selecting an entry opens the Details section that shows the report rendering format and the status of the

126 ActiveReports 12 Server 126 scheduled task execution. 2. Above the Details section, click Open to view the rendered report in a separate window. Limitation: You can view only the last 20 results of a scheduled tasks history. Publish Reports You can publish reports by setting up schedules for when to run them. You can customize how the final report is presented to your users by selecting a format and whether to the reports as attachments or as links. To publish a weekly report You can publish on any schedule that you need. See Schedule Options for more information. 1. On the ActiveReports Server Report Portal, select the name of the report that you want to publish, for example, Annual Sales Performance. Information about the selected report appears in tabs to the right. 2. Select the Schedule tab, and click the Add Task command. Details that you can set for scheduling appear below. 3. To change to weekly, next to Choose schedule, click the drop-down arrow and select Weekly. 4. To customize how the report appears, next to Format, hover over PDF document, click the drop-down arrow that appears, and select a file format, for example, Mht document (archived Web page). 5. Next to report to, enter all of the addresses to which you want to send the report, separated by commas. 6. To send a link to the report in the , rather than an attachment, next to Delivery method, select As Link from the drop-down list. Your name automatically appears in the Created By and Modified By fields. 7. Click Save. The schedule is saved as Schedule To change the name of the schedule, click the text Schedule 1. The text becomes editable, and you can press the Enter key on your keyboard to save it. Report Versions You can maintain versions of a report to keep track of the modifications made to it and even revert to specific version of a report. These report versions appear as a list of revision items under the Revisions tab. ActiveReports Server Core

127 ActiveReports 12 Server 127 always displays the latest version of the report in the Report Portal. To access the Revisions tab, on the Report Portal, select the report and see the Revisions tab to the right along with Info, Schedule and History tabs. Each entry under this tab corresponds to a revision item in the selected report. Elements of the Revisions Tab Revisions tab consists of the following elements: Elements Version Number Date (mm/dd/yyyy) Time (hh:mm) Report Author Description Displays the version number for a report. Version number is a unique auto-incrementing number assigned to each version of the report. Displays the date when the changes were made to the report. Displays the time when the changes were made to the report. Displays the name of the author who modified the report and saved it.

128 ActiveReports 12 Server 128 Revision Comment Preview Report Open in Designer Command Displays the revision comment entered by the user while saving the report. Displays the selected version of a report in the ActiveReports Server Viewer. Displays the selected version of a report in the Designer. Elements of the Enter Comment Dialog This dialog appears when a report is modified and saved in the Designer. These report modification are displayed and maintained in the Revisions tab. When you save a report, a comment dialog box prompts the users to leave revision comments about the report modifications. The Enter Comments dialog box consists of the following elements: Elements Revision Comment box OK Cancel Don't show this dialog again Description Allows the user to enter revision comments related to the changes made in the report. Adding a revision comment is optional. Completes the save operation and adds the revision comment to the list of revisions in the Revisions tab. Closes the dialog box without saving the report version. Enables the user to hide the Enter Comment dialog box. See Show or Hide the Enter Comment dialog box for details. Working with Report Versions This topic explains how to set up report versions in a new or existing report and some other basic functions. Create a Report Version for a New Report

129 ActiveReports 12 Server 129 Create a Report Version for an Existing Report Retrieve a Previous Report Version Show or Hide the Enter Comment dialog box Create a Report Version for a New Report 1. Create a new report in the ActiveReports Server Designer. See Creating Your First Report ('Creating Your First Semantic Report' in the on-line documentation) for more information on how to create a new report. 2. In the File section of Design tab, click Save or Save As to save your report. 3. In the Save Report dialog that appears, enter the Report Name and add a revision Comment about the report. 4. Click OK to save the report. This creates the initial version of the report under the Revisions tab. Go to Top

130 ActiveReports 12 Server 130 Create a Report Version for an Existing Report 1. After you finish modifying a report, click Save or Save As button in the File section of the Design tab. Note: Clicking the Save As button opens the Save Report dialog, where you can change the Report Name and add a revision comment about your report. 2. In the Enter Comment dialog, enter a revision comment related to the changes made in the report, and then click OK. The revision comment is saved and added to the list of items in the Revisions tab. Go to Top

131 ActiveReports 12 Server 131 Retrieve a Previous Report Version 1. On the Report Portal, select a report from the Report List. 2. On the right side of the selected report, click the Revisions tab to view the report versions. 3. On the Revisions tab, select any version of the report and click Open in Designer command to get that version. Note: You must have the Write permissions for the report to view the Open in Designer command in the Revisions tab. Go to Top Show or Hide the Enter Comment dialog box 1. On the Report Portal, select a report and open it in Designer. 2. On the Report tab, click Preferences. 3. In the Configuration dialog box that appears, under the Show version comment dialog option, select Yes to show the Enter Comment dialog box or No to hide it.

132 ActiveReports 12 Server Click Close to save the preference setting. Go to Top Note : Report versions are created in the Revisions tab on saving a report, even if the Enter Comment dialog box is hidden. Report Categories ActiveReports Server provides the ability to create Personal Categories and sub-categories to help manage your reports. The purpose of this feature is to allow users to organize their reports into Personal Categories to make report navigation easier. You can create, edit, rename, move, delete, or create sub-categories within your Personal Category from the Report Portal. Other than Personal Categories, you can also access System Categories which are created by the Administrator from the Categories tab but you cannot assign these System Categories until the Administrator gives the permission to the End User. See Managing Roles for details on the permissions on System Categories and see Report Categories for a detailed description about system and personal categories in ActiveReports Server. You can access the Categories tab from the Information tabs available on the right hand side of the Report Portal and Categories panel from the left hand side of the report list section of the Report Portal. Elements of the Categories Tab The Categories tab consists of the following elements: Elements List of Categories Description Displays a list of Personal and System Categories and sub-categories that you can assign to your reports. Personal Categories are created by the End User but System Categories can only be created by the Administrator from the Administration

133 ActiveReports 12 Server 133 Dashboard. See Report Categories for further details. Note: Permissions from the Administrator are required to assign report under System Categories. The System Categories are disabled and cannot be selected if the permission is not granted by the Administrator to access the System Categories. See Managing Roles for more information. Apply Button Assigns report to the selected category. Elements of Categories Panel The Categories panel appears on the left hand side of the report list section of the Report Portal. It includes both System and Personal Categories but System category names are highlighted in bold in the Categories panel of the Report Portal. You can manage your Personal Categories from the Categories panel using basic operations like Create, Edit and Delete. End-users can also move the location of Personal Categories or create sub-categories using the Add/Edit Category dialog box. See Working with Personal Categories for further details. Reports that are not assigned any categories are listed under the No category section. Categories panel consists of the following elements: Elements Create Description Allows the End Users to create a new personal category using the Add/Edit Category dialog box. Context Menu Edit Allows the End Users to change the name or location of the personal category using the Add/Edit Category dialog box. Caution: End Users can only edit personal cateogories that have been created by them.

134 ActiveReports 12 Server 134 Delete Allows the End Users to delete their personal category. Working with Personal Categories This topic explains how to create, edit, delete, move and assign categories from the Report Portal. Create a New Personal Category Edit a Personal Category Delete a Personal Category Assign a Single Report to Multiple Personal Categories Change Personal Category of a Report Create a New Personal Category 1. On the Categories panel of the Report Portal, click Create to open the Add/Edit Category dialog box. 2. In the Add/Edit Category dialog box, enter the new category Name and select a Location where you want to create a Personal category. Note: Personal category location can either be root (Parent node) or you can create a sub-category under any existing category. 3. Click Add/Update to add the new Personal category to the list of existing categories. Edit a Personal Category 1. On the Categories panel of the Report Portal, hover the mouse over the Personal category that you want edit and

135 ActiveReports 12 Server 135 then click the button. 2. Click Edit to open the Add/Edit Category dialog box. 3. In Add/Edit Category dialog box, modify the Name or Location of the Personal category. 4. Click Add/Update to update the Personal category. Delete a Personal Category 1. On the Categories panel of the Report Portal, hover the mouse over the Personal category that you want delete and then click button.

136 ActiveReports 12 Server Select Delete to view the Delete Category dialog box. 3. Click Delete. The Personal category is deleted and removed from the list of existing categories. Assign a Single Report to Multiple Personal Categories 1. On the Report Portal, select a report. 2. Select the Categories tab from the Information tabs.

137 ActiveReports 12 Server In Categories tab, check the check box besides the Personal Categories to move your report into multiple Personal Categories. Note: Permissions from the Administrator are required to assign report under System Categories. The System Categories are disabled and cannot be selected if the permission is not granted by the Administrator to access the System Categories. See Managing Roles for more information. 4. Click Apply to assign multiple categories to your report. Change Personal Category of a Report 1. On the Report Portal, select a report. 2. Select the Categories to assign multiple categories to your report. 3. In Categories tab, clear the check box for the assigned Personal category.

138 ActiveReports 12 Server In the Categories tab, check the check box for the new Personal category that you want to assign to your report. 5. Click Apply to change the Personal category of the selected report. Caching Reports You can specify caching settings for each report, thus shortening the time it takes to retrieve a particular report. The report cache settings are displayed under the Info tab to the right of the report.

139 ActiveReports 12 Server 139 To modify the report cache settings 1. On the Report Portal, select a report. 2. In the Caching section on the right, update the corresponding settings. Allow caching: Select No to always run the report with the latest data. The default value is Yes. Maximum cache age: Select the maximum time period in Minutes, Hours, or Days, to keep the report cached. After this time period expires, the report is removed from the cache. The default value is 1 Hour.