How To Use The Report Manager Editor

Use the Report Manager Editor to:

•      Create a new Category with the New > Report Category Task

•      Click on a Report within any Category, including Uncategorised, to view and edit its properties

•      Update it with a later version from Conquest Software, if one is available, or roll it back to an earlier version, if so desired

•      Move it from one Category to another

•      Edit its Title

•      Set its Type:

•      ‘Normal’, to be run from the Navigation window, Reports section

•      ‘Action Work Order’, available to Actions, when Issuing a Work Order

•      ‘Asset’ in the Reports Task on a selected Asset

•      ‘Action’ in the Reports Task on a selected Action

•      ‘Request’ in the Reports Task on a selected Request

•      ‘Request Form’ in the Request Report Task on a selected Request and is also the Report that is attached to a Request E-mail

•      ‘Defect’ in the Reports Task on a selected Defect

•      Allow it to have a filter applied, when it is Previewed

•      Create or Modify the content and layout of Reports. See How To Work With Reports in Reporting Services and The Report Manager

•      Create a new Report

•      Download a Report Definition for revision in the Reporting Services, Report Builder

•      Upload a revised Report Definition from Reporting Services

To Save from the Report Manager Editor…:

•      Click the Save Task of the Report Manager Editor to save all changes to the Report configuration (Name, Type etc) and to put the report in the selected category.

•      Use the Report Manager advanced Tasks:

•      New Report

•      Download Definition

•      Upload Definition

See How To Work With Reports in Reporting Services and The Report Manager for more details.

To run a Report from the Reports section see How To Run Reports.

Here’s how Conquest Reports work:

•      Select a Report from the Report Navigator

•      Select a Filter, if there is one

•      Select the Preview Task

•      Conquest 3 will:

•      Get the XML that defines the Report from tblReportDefintion.ReportXML, which includes the data retrieval SQL statement

•      If the Report has a Filter, get its SQL clauses and add them to the data retrieval SQL statement in the XML

•      Output the XML to a .RDL file for SQL Server Reporting Services to process

•      Activate the Report by contructing an address (URL) in SQL Server Reporting Services, to process the Report

•      Display the Report Output in a new Web Browser tab (not as a tab within Conquest 3), which can be browsed, printed or saved in a variety of formats