Using the Report Builder and Report Manager

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The database and query (data source and dataset) for the Aeon default SSRS reports have been configured by Atlas and these reports are ready to run out of the box. The reports can be run from the Report Builder or online in the Report Manager by connecting to the report server.

Downloading and Installing the Report Builder

  1. Download and run a supported version of Microsoft SQL Server Report Builder on your local machine. See System Requirements to see which versions Atlas Systems currently supports.
  2. On the Default Target Server screen, enter the location of the report server hosting the new reports. This will be a URL supplied to you by Atlas Systems.

If you do not specify the default report server here, you can do that in the Options screen of the Report Builder itself after installation.

Connecting to the Report Manager Via the Web

Institutions connect to the SSRS report server to access the Report Manager. This connection is made on the web using the URL, Username and Password supplied to you by Atlas Systems. The site opens to the SQL Server Reporting Services Homepage, where you will see a folder for your Institution. This folder houses your data source connection and any reports you have created and saved there.

Creating Reports in the Report Builder

Once you have created a data source (or Atlas Systems has created it for you) and installed Report Builder locally you can begin creating reports. You can create and run your reports and save them locally, or publish them to your folder on the report server where you can run them and then manage features such as processing options and email subscriptions. You can create reports using the report wizard or you can start with a blank report. Reports can be saved in various formats, printed, or exported as an RSS data feed. Note that you must save your reports before you will be able to run them. Report Builder comes with a built-in library of information to assist you with creating reports. To access the Report Manager Help pages, click on the question mark icon in the upper right corner of the Report Builder form.

Running Reports from the Report Builder

To run the report from Report Builder, open the application, and on the Connect To Report Server screen, log in using the Username and Password given to you by Atlas Systems.

  1. Click the Report Builder Icon, select Open and navigate to the report you want to use.
  2. Make any changes you wish to make to the layout and design of the report.
  3. When you are ready to run the report, click the Run button on the Home Ribbon.

Running Reports from the Report Manager

  1. To run and manage the report from the Report Manager, log into the Report Manager via the web using the Username and Password given to you by Atlas Systems.
  2. Click to open the report you want to run. The report runs automatically as it opens in the Report Manager.
  3. You can manage these reports from within the Report Manager.

Managing Reports in the Report Manager

There are several features in the Report Manager that allow you to control the parameters and processing options of the report as well as set up email subscription services for the reports. These options are explained briefly below, as detailed information can be found in the Report Manager Help Documentation. To access and work with the features listed below, click on the arrow to the right of the report that you want to work with. In addition to the features below, you can also move or delete your reports and download them to another location.

Subscribe You can set up email or file share delivery subscriptions of your reports
based on subscription processing settings you define. Click Subscribe 
to use the New Subscription / Edit Subscription page to work with
subscriptions.
Create Linked Report A linked report is a report with settings and properties of its own, but
links to the report definition of another report. Click Create Linked
Report
 to use the New Linked Report page to create a linked report. 
See Properties below, and the Create Linked Report page in the
Report Manager Help Documentation for further information.
View Report History Use the Report History page to view report snapshots that are
generated and stored over time. Configure report history using the 
Snapshot Options page. Click View Report History to open the
Report History page. See the Manage feature below.
Security Use the Security properties page for items to view or modify the
security settings that determine access to folders, reports, models,
resources, and shared data sources. See Security below, and the 
Security Options Properties Page (Items) in the Report Manager
Help Documentation for further information.
Manage

The Manage link opens a form where you can manage the following
configurations for individual reports:

  • Properties: Specify the report name, description and other
    properties. Use the Processing Options properties page to set
    report execution properties for the currently selected report.
  • Parameters: Specify the parameters for the report. Use the
    Parameters properties page to view or modify parameter settings
    for a parameterized report.
  • Data Sources: Specify the data source properties for the report.
    Use the Data Sources properties page to define how the current
    report connects to an external data source.
  • Subscriptions: Create or modify report subscriptions. Use the
    Subscriptions page to list all of the subscriptions for the current
    report or shared data source.
  • Processing Options: Specify properties that determine how the
    report server runs the report. Use the Processing Options
    properties page to set report execution properties for the currently
    selected report.
  • Cache Refresh Options: Create or modify report cache reset
    plans. Use the Cache Refresh options page to create schedules to
    preload the cache with temporary copies of data for a report or for
    a shared dataset.
  • Report History: View the report history for the current report. Use
    the Report History page to view report snapshots that are
    generated and stored over time.
  • Snapshot Options: Specify properties that determine how report
    history is retained. Use the History properties page to schedule
    report snapshots to be added to report history, and to set limits on
    the number of report snapshots that are stored in report history.
  • Security: Specify security settings for this site. Use the Security
    properties page for items to view or modify the security settings
    that determine access to folders, reports, models, resources, and
    shared data sources. This page is available for items that you have
    permission to secure.
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