Add an SSRS Report
To enable users to view reports, reports must be added to CSSPortal. This section will cover adding reports to CSSPortal, adding existing reports to CSSPortal, and assigning reports to groups.
Adding a Report
To add a report to CSSPortal, Click on the reports section. Select SSRS Report.
Step 1: Basic Information
Name the instance of this report, and then select the report.
Name: Name your this instance of the SSRS report.
Server URL: Enter your Reporting Services URL.
Report Path: Click on "Browse" to browse the above Report Service URL.
Report Server Browser
Domain\User: If your reporting service requires authentication, enter your credentials here. Clicking on "GO" will connect you to the Report Service URL.
Select Report: Browse your report service for the desired report. The report is selected when a green check is displayed. Click "OK" to return to Step 1: basic information.
Choose Group: Select the User Group who will have access to this report.
Description: Describe the report. This description will appear to the user.
Tags: Adding tags enable you to sort various reports by keyword. They can be sorted in the main menu.
Click on "Next Step" to continue.
Step 2. Data Sources
Your Report's datasources will appear here. You can edit the datasource settings such as authentication here.
Step 3. Parameters
Section 2 deals with report Parameters. If your report has parameters, they would be selected here. Parameters can be handled in two ways:
Let Users Select Parameters: At run time, users will pick the parameters. User prompted parameters will always be "Live" reports. Selecting this option also allows you to customize the parameter names displayed to the user. Simply enter the parameter name you prefer as well as some further instructions for the user.
Custom Parameter Options and Pick Lists: Using CSSPortal, you can also manually specify values or pick lists for your reports. This limits the values a user can select when running a report or specify a value for the user, hiding it from their view at run time. This level of control can be done in one of two ways, each explained in the following sections:
Custom Parameters - Report Level - Specify parameter pick lists for all users that execute this report.
Custom Parameters - User level - Specify parameter values or pick lists for a specific user that runs this report.
Any settings created at a user level will override the report level's parameter settings for the user that is running the report.
Pre-select Parameters: The administrator will pick parameters for the report. Users can only view the report given the preselected parameters. This can be either a cached or live report.
Cascading Parameters: CSSPortal also supports cascading parameters. Whether the user selects the parameters or the administrator selects them, cascading parameters allow the user to select a series of dependent parameters. The user must first select the top level parameter and then click on "submit." The next parameter level then becomes available for selection. This process occurs until all require parameters have been filled.
Select the first available parameter value. Then select "Submit." The next parameter value is then displayed.
Notice the preceding value has been minimized, and the next parameter is available for selection. Select this value and click "Submit." You may repeat this until all parameter values are selected. Once finished you may select "Next Step."
Refresh Parameters: This button refreshes parameters in your SSRS report. This ensures that all the necessary values and parameters are available.
You can auto calculate times and dates using the Value Builder. They can be copied and pasted into your parameters as you see fit. This is perfect for reports that must have their parameter values pre-selected.
Click on "Build" to create a value.
Create values such as "Yesterday" "Last Week Start" and click on submit.
Your created value can now be copied and pasted into your parameters. When applied the report will always run with the supplied constant value. This function is particularly helpful when you wish to auto populate dates and times for reports. For example, this report must always run for the last seven days, regardless of the date selection options.
Once all of your parameters have been selected. Click "Next Step."
Step 4. Finish
In this section, you will determine whether this will be a live or cached report. If the report will be cached, then the cache interval will be set here as well.
Live: The report will be will be generated with the latest data given at runtime of the report.
Daily, Weekly, Monthly, and Annually cached reports: Cached reports will generate given data at a specified time. A cached report can be continuously generated in a specified interval. For example, a daily report can be cached every evening at 11PM. When the user views the report, it will only contain data that is recent as 11PM.
*HINT: Cached reports can reduce the work load on your database server. Rather than users constantly running reports containing unchanging data, a cached report is run from the CSSPortal server and can be accessed any number of times without significantly impacting performance.
Output Format: By default CSSPortal will save the reports as PDF files. However alternate formats can be selected. There are 2 ways this can be handled:
Let the Users Choose Report Format: When the user runs the report, they will be prompted for report format in addition parameters (if applicable). The user will simply select the report format and generate the report.
Pre-select Report Format: The administrator selects report format. When the user runs the SSRS report, it will automatically generate in the specified format.
*Note: To view the report in browser, select PDF. For MS Excel output, The report can be downloaded to the user's machine after they have generated the report.
Click "Complete" to finish the report. It has now been added to the Portal and can be accessed by the corresponding group.