SQL Server Reporting Services

All defined reports are listed under the Reporting object, where they can be managed individually. Report templates, which can be used to define new reports, are saved in the Templates folder.

Settings
Opens the Settings dialog for configuring report subscription settings.

Define New Report
Define a new report from an existing template.

New Folder
Create a folder (sub folder) to help organize defined reports.

Add Existing Report
Allows a new report to be defined based on an already existing report file (.rdl). Select the file to import and assign a name.

Settings Dialog

SQL Reporting Root Folder
The folder where Therefore™ reports are stored in the Reporting Service.

SQL Reporting Server URL
The URL of the SQL Reporting Service. By default this is 'http://<hostname>/ReportServer'

SQL Reporting Service Language
The language used by the SQL Reporting Service.

SQL Reporting Subscription Password
The password for the account used to save subscription reports in Therefore™.

SQL Reporting Subscription User
The account used to save reports created as part of a subscription in Therefore™. For on-premise systems, this account is set during the Reporting Service configuration (see Installation Manual). On hosted systems, this must be a Therefore™ internal user account. This account requires at least Write permission on the Reports category (under the System folder) to save reports generated by a subscription.

Templates

Different report templates can be used depending on the type of information that should be reported. When adding a new report template, you can choose between Category, Workflow, or System reports. Some default report templates are installed during Setup if this option is chosen in the Therefore™ Configuration Wizard.

Category Report
This is used to deliver a report based on information in a category. For example, reports can be run on a category used for incoming invoices to see how many invoices have not yet been paid. Conversely, sales reports can be run on a category used for outgoing invoices to group sales by customer, or to compare sales between different years.

Workflow Report
This is used to deliver a report based on information in a workflow. For example, reports can be run on a workflow to see the number of instances processed per user, or the average time it took to complete a certain workflow task.

System Report
This is used to deliver a report based on system information. For example, reports can be run to see how many documents are in a category, or to observe user license consumption over a period of time.

Note: The report template named Licenses Used Over Time can be used to create a standard report of license consumption over a period of time. To collect data for this report, you need to set the Connect statistics flag. Open the Therefore™ Solution Designer, right-click on the root node and select Settings. Select the Advanced tab, expand the General settings group, and scroll down to setting named Statistics Flag. Set the Connect flag to True.

Right-clicking on the 'Templates' folder will display a context menu.

Add Existing Template
Save a new template by selecting the .rdl file, assigning a name, and choosing the template type (Category, Workflow, or System).

Add Existing Report dialog

If you would like to use already existing report files (.rdl) in the Therefore™ Solution Designer, these can be added by right-clicking on the Reporting node and selecting Add Existing Report.

Report name
The report name that will be listed in the Therefore™ Solution Designer.

Report file (.rdl)
Click the browse button to open an existing .rdl file.