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Enterprise Reporter 3.5 - Report Manager User Guide

Quest Enterprise Reporter Report Manager Introducing the Report Manager Running and Scheduling Reports Creating and Editing Reports Troubleshooting Issues with Enterprise Reporter Appendix: PowerShell cmdlets

Exporting and Importing Report Definitions

There are a two ways to move reports between consoles: you can publish a report, which makes it available to all users of the server, or you can export a report definition, and then import it to a specific console. You can export a single report or an entire category of reports with all of its child categories and their reports. You will have the option to include the related parent report categories so that you can retain your report groupings for future imports. Choosing this option will include the parent category hierarchy without any of the parent category reports. When you export a report, all report settings are stored, including the report name, fields, parameter settings, filters, report layout and any queries. The report definition is saved in your chosen folder, with the extension .xrd. If you save the related report categories in your export, an archive file is saved with the extension .xrp. To import the reports, either to another category in your console, or to another console, make the .xrd file or the .xrp file available.

* 
NOTE: Report names can contain characters, such as \ or %, that cannot be used in filenames. In this case, when the exported file is saved, Reporter replaces those characters with underscores.
To export report definitions
1
Select the reports or categories to export.
2
Click Export.
3
In the Browse for Folder dialog box, navigate to a destination folder and click OK.
4
Click Yes to include the related report categories in the export.
Choosing this option will include the parent category hierarchy without any of the parent category reports.
5
If an archive file with the same name already exists in the selected destination, a confirmation dialog box appears. Click Yes to overwrite the archive file.
6
If a report with the same name already exists in the selected destination, a confirmation dialog box appears. Click Yes or Yes to All to replace duplicates.
7
Click OK.
To import report definitions
1
Select the destination container or category.
2
Click Import.
3
In the Open dialog box, navigate to the folder containing the report definition files (.xrd or .xrp).
4
Select the reports, and click Open.
If a report with the same name already exists in the selected container or category, a confirmation dialog box appears. Choose Replace or Replace All to replace the report, or choose Create a new copy and the imported report will be renamed by adding an incremental number in brackets after the report name.

Report Designer Tips and Tricks

The Report Manager provides access to the Report Designer, which allows you to modify an existing report layout or to create a new report layout. The following section provides some simple tips and tricks for using the Report Designer Tool.

For detailed information on accessing the layout designer tool, see Changing the Layout and the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

The Report Designer Tool contains the following elements, which will be referred to in the following sections:

•
Designer window
•
Preview window
•
Script window
•
Toolbox
•
Report Explorer tab
•
Fields List tab
•
Property Grid panel

See also:

•
Report Bands
•
Binding a Data Field to a Control
•
Adding a Parameter Field to a Report Layout
•
Adding a New Grouping to a Report Layout
•
Adding a New Column to a Table
•
Formatting Rules: Hiding or Showing a Field Based on Data Values
•
Creating a Calculated Field
•
Creating a Script to Run with a Report

Report Bands

When the layout designer is first opened, you are provided with a standard report layout template. A report layout contains report bands. Bands are report sections that can be printed once in a report (report header and footer), on each report page (page header and footer), for each data entry (detail band), for each data group (group header and footer).

The Detail Band is the central part of a report. Unlike other report bands, you cannot delete this band. The contents of the Detail band are repeated for every data entry produced by the report query.

The template provided in the Report Manager contains the following bands:

•
Report Header (one band per report)
•
Page Header (one band per page)
•
Main Group Header
•
Group Header 2
•
Group Header 1
•
Detail Header
•
Detail Band
•
Group Footer 1
•
Page Footer (one band per page)

Controls can be added to each band. Some of the standard types of controls available are as follows:

•
Label
•
Check box
•
Rich Text
•
Picture Box
•
Panel
•
Table
•
Line
•
Shape
•
Chart

Each control has multiple properties that can be updated using the Property Grid. Properties related to appearance, behavior, layout, and data can be set and edited. For full information on each property, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

Binding a Data Field to a Control

When modifying or creating a report, you may need to display the contents of a database field at a specific location within the report. To control how, where and when the database field is displayed, you must use the Report Designer Tool to select an appropriate type of control then bind the data field to that control.

For this example, we will edit an existing report and bind a field to a rich text control. The same process can be used for most controls – labels, rich text, table cells, and so on.

For more information on data binding, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

To bind a data field to a control
1
In My Reports, select the report, then click Edit report.
2
To edit the existing layout, click the Layout button, then click the Edit button.
For more information, see Changing the Layout .
3
From the Toolbox, drag the Rich Text control to the location where the database field is to be displayed on the report.
Rulers and grid lines are available to help you align the control with other controls on the report.
4
Click the control in the report and use the options in the Property Grid to adjust properties such as font, size and color.
5
With the control still selected on the report, click the Fields List tab and expand the Table folder under dataSet1.
Every database field that has been added to your report on the Fields tab will be displayed. For more information on adding fields to your report see Modifying the Fields to be Included .
Click the database field to be bound to the rich text control and drag it on top of the rich text control on the report.
- OR -
With the control still selected on the report, navigate to the Data section of the Property Grid. Expand Data Bindings | Rtf and click the Binding drop-down arrow and select the field to be bound to this control.
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