Select the Report Which You Are Going to Use as a Template

• Download a report locally: select on the more options (3 dots) menu and choose “Download”

• Upload a new report in your Custom Reports folder:

  1. Go to your customer folder
  2. Click Upload
  3. Choose the downloaded rdl-file
  4. Click Ok

• After that you should see a new report in your customer folder

Update the Name of a New Report

1. Open report’s settings: select on the more options menu and choose Manage

2. Update a field Name and click Apply

Update an Internal Logic of the Report

1. Open a report in Report Builder: select on the more options menu and choose Edit in Report Builder

2. You will see the next sections inside a report:

• Build-in Fields – you can use this fields to set default values
• Parameters – you can manage parameters
• Images – new images can be added to the report
• Data Sources – this section should be empty, because report logic is based on shared datasets without a link to shared data sources
• Datasets – this section contains shared datasets, those which are linked to the report.

Please be careful if you delete sections of the report it may affect a common functionality.

3. Apply report changes

4. Delete a column:

• Right click on a specific column
• Choose Delete columns

5. Delete a row: Sometimes rows may contain grouping data, descriptions or total values.

• Right click on a specific row
• Choose Delete Rows

6. Add a column:

• Click on a column header
• Choose Insert column
• Choose Left or Right

7. After adding a new column, you can define a dataset field, that will populate data to that column:

• Click on a small table icon
• Choose a field from a dataset

8. Add a row:

• Click on a row header
• Choose Insert Row
• Choose Above or Below

9. You can also set a simple text value within a textbox. Please also note that dataset fields are marked by square brackets.

10. Remove a parameter from the report:

• Double click on a parameter
• Check a visibility property

11. Go to Default Values tab

12. Choose Specify values

13. Set default value for this parameter

14. Set a visibility to Hidden on General tab

15. Set a default value for a parameter in dataset settings

• Double click on a specific dataset
• Choose Parameters tab
• Find a needed parameter

16. Set a default value

17. Click Ok to save changes

For such parameters, like @InteractionType, @MediaType etc, you can set a default value ‘-ALL-’ – this means, that report should not consider these parameters when filtering. When a default value is defined – it should be set for hidden visibility.

18. You can use expressions for a parameter value

• Click on Fx
• Set expression for a parameter value: you can find various templates for expressions in Category and Item columns below.
• Click Ok to save changes
• Example: ="|" + join(Parameters!InteractionType.Value, "|") + "|"

1. + - it is a simple concatenation operation
2. Join (array, delimiter) – Returns a string created by joining a number of substrings contained in an array

Update Report Appearance 

1. Verify that Properties is enabled

2. For each report’s element you can find specific properties

3. Textbox: Font, Background color, Text align

4. Tablix: common settings for a table, Page breaks, hidden properties.

5. Update Page Header – This will be the same on each report page (or you may update properties PrintOnFirstPage and PrintOnLastPage). The page header section starts from the top of a report to the marked line.

6. Update Page Footer – This will be the same on each report page (or you may update properties PrintOnFirstPage and PrintOnLastPage). The page footer section starts from the marked line to the bottom of the report.

To Deploy Changes on the Report Server

1. Save the current report, which will be saved on the report server directly.