Report Templates

You can use the Report Templates tab to track and manage the reports that are available, including adding custom reports. Only users with the Manage Reports (View/Edit) permission can view and manage reports or can access the link from which the OLE DB Provider is downloaded. Only enabled reports will be available to users when they are working in the My Reports view.

System reports may not be customized, but they can be used as templates for the creation of custom reports. To build custom reports, download the OLE DB Provider and then create the custom reports using the Business Intelligence Development Studio that is included with Microsoft SQL Server Reporting Services.

To build a custom report definition, first establish a connection to the OLE DB Provider in Microsoft SQL Server Reporting Services services, use Microsoft SQL Server Reporting Services to define the report, and then add the custom report. When working with custom reports, note the following:

Custom reports associated with items must have at least one string parameter, named investmentId, which is the internal unique ID of the item in the application.
Custom reports associated with resources must have at least one string parameter, named resourceId.

For more information, see the following topics: