RVY200378: How to add custom reports to RayVentory

This article describes how to upload RDL files to SSRS as well as how to create an additional tile within the Reporting snap-in which will allow the uploaded RDL to be run from within the RayVentory console. 

 

 

SSRS

1)  Access the SSRS web service URL (http://<servername>/Reports) and navigate to the RMSReporting folder. 

2)  Create a new folder called CustomReports within the RMSReporting folder. 

3)  Upload the custom report RDL files to the CustomReports folder. 

4)  If a report includes sub-reports (reports that can be drilled down to), create a folder called SubReport within the CustomReports folder and then upload the sub-report RDL files to that folder. 

 

Database

1)  If any report is based off of a store procedure or other database object that is not native to the RayVentory schema, then create those objects within the RayVentory database (default name = ManageSoft) via SSMS. 

2)  Check the ReportingGroups table to find out which TabOrder values are already being used. 

3)  Add a new row to that table which uses a higher TabOrder value (the ReportingLinksId value is usually the same as the TabOrder value), by running a similar query as below: 

4)  Check the ReportingLinks table to find out which ReportingLinksId values are already being used. 

5)  Add a new row to that table which uses a higher ReportingLinksId value (the ParentId value should match your TabOrder value that was added to the ReportingGroups table), by running a similar query as below (a new LinkOrder value will be needed for each custom report in order to determine their horizontal axis position within the snap-in): 

 

Note:  The above mentioned SQL queries have been attached to this article. 

 

Verification

1)  Navigate to the 'Custom Reports' tab within the Reporting snap-in. 

2)  Select each custom report tile in turn in order to run the reports. 

3)  Select some conditions and ensure that you can drill down into their sub-reports if they have any. 

 

 

 

 

 

Comments

Powered by Zendesk