Create a Paginated Report

  1. Navigate to the folder where the report will be saved

  2. Select “New” via the menu

  3. Choose Paginated Report

Confirmation Message

You will receive a confirmation message

  1. If you have installed Report Builder already, accept the prompts to open Report Builder.
  2. If you have not yet installed Report Builder, it is available from the official Microsoft site (see annex 1).

Access to Connect to the Default Report Server

  1. Report Builder may ask for access to connect to the default Report Server --  https://ecs-reports.voip.evolveip.net:443/ReportServer
  2. Click Yes

Type of a Report Template

After that you should choose your report template type.

For simple report creation, we will choose Table or Matrix Wizard.

Chose Blank Report to create your own report design from scratch.

Choose a Dataset for a Table

  1. On the next step, you should choose a dataset for your report table.

2. If you do not see the desired dataset, click “Browse” and select the Datasets folder.

3. Select the main dataset for your report. For example, AllInteractions.

4. Click Open and you will return to the report wizard.

5. Choose the dataset AllInteractions, click Next.

6. In the next step you can choose data for the report: Row groups, Column groups or Aggregate Values

7. Select columns that you would like to see in the report and transfer them to the aggregate section.

8. To combine rows, use the InteractionID field.

9. Click Next

10. In the next step, you can set totals and grouping properties. We don’t need any totals for this simple report, that’s why all checkboxes are cleared.

11. Click Next and you will see a preview of the future report.

12. Click Finish

Work with a Report Constructor 

  1. Now you can work within the report constructor

2. Click on the textbox “Click to add title” and change default title.

3. Stretch title textbox to match the report width.

Setting Data Parameters

Modify the datasets to utilize the correct parameters.

  1. Double-click on the main dataset AllInteractions.

2. Go to the Parameters tab.

3. All of these parameters are optional, besides @DW_DBName, that must be applied. Leave only needed parameters for the report.

4. In this simple case, we only need:

InteractionMedia

InteractionType

InteractionCreationType,

StartTime

EndTime

 All other parameters should be set to a default value of NULL.

5. Now navigate to the Parameters folder within the Report Builder constructor

6. We need only 7 parameters, all others should be deleted. Use button to delete extra parameters within the parameters folder.

7. Now the correct number of parameters should be displayed:

Add Datasets for Additional Parameters

  1. Add a dataset for the @EndTime Parameter (repeat step 5 for the new shared dataset):

  2. Right-click on the Datasets node and choose “Add Dataset…”

3. Choose CommonPrmDefaults_USER shared dataset:

4. Set default values for EndDate and Start Date using CommonPrmDefaults_USER shared dataset.

5. Now you should add a dataset for these parameters:

6. Browse to dataset DimInteractionMediaTypes.

7. Apply your dataset name.

8. Now you should see 2 datasets listed. Change properties for the parameter @InteractionMedia.

9. To open parameter properties simply double-click.

10. General Page:

11. Available Values

12. And default value:

13. Repeat steps for the below parameters using DimInteractionCreationTypes and DimInteractionTypes datasets respectively.

Add a Mandatory Dataset

  1. The last dataset that should be added is CustomerDatabaseList_DW. It will be used by @DW_DBName parameter.

2. Set the correct expression for the parameter @UserName in the DW_DBs dataset.

3. Set properties for the @DW_DBName parameter:

Save Your Report to the Chosen Folder on the Report Server

  1. You need to find the “Custom Reports” folder.

2. After that open a folder that contains your organization name

3. Set the Name of your report and click Save

Use Run Menu Item to Preview the Report

  1. Preview

2. Default values are all values from combox field.

3. Please note only certain values are selectable.

4. After Start Time update, End Time will have a default value to which you can click “View Report” to check data.

5. We can now update the default, DW DBName as follows:

6. After Changes

7. Click Save to deploy your report on the Report Server.


Annex 1: How to Install Report Builder