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 Solutions, 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 III 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 III), which can be browsed, printed or saved in a variety of formats