Publishing RDL Reports

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Publishing RDL Reports

After designing RDL reports, they can be saved for re-use or shared with others. Two ways to share reports are described below:

1.Publish RDL Report to Database

a.Publish RDL Report to Another Database
 

2.Save RDL Report to Facility's Work Folder

 

Regardless of the method used, the RDL report will appear as an available report in EQuIS Professional. When that report is opened, the Report Viewer will open in report mode, with a prompt to enter the desired input parameters (based on the underlying report defined in the RDL).

 

Publish RDL Report to Database

 

Only Database-Level Security (DLS) users or Application-Level Security (ALS) administrators may publish reports. ALS users who are not administrators may not publish a report. With appropriate permissions, a user can publish an RDL report to the EQuIS database using the normal report publishing process.

 

1. Click on Report in the Publish section of the Home Ribbon or click Publish in the report list in EQuIS Professional (top-right or Report Open Dialog) or right-click (in the
   whitespace, not on an existing report), and choose Publish Report(s).

2. Change the file type drop-down to RDL Reports (*.rdl).

3. Browse to the existing *.rdl file containing the RDL report and click Open.

4. Use the Report Publisher Form to check the report name and parameters before publishing the report.

5. Click Save in the Report Publisher Form to publish the RDL report to the database.

 

Be aware of the following when publishing RDL reports:

 

Publish only RDL reports that are designed as described here. Do not publish RDL reports that use native SQL queries.

The Dataset report(s) used in the RDL must already be published reports.

The values in ST_REPORT.REPORT_NAME and ST_REPORT.DISPLAY_NAME will be based on the name of the .rdl file. If this is the same as an existing report's display name, the file name must be changed before opening the report in the Report Publisher or change the Display Name in the New Report Column of the Report Publisher Form before publishing.

When designing an RDL report from a user report, the Report Publisher cannot detect the report parameter properties (such as DISPLAY_TYPE or DATA_SOURCE) and will set up fields as blank text. To retain report parameter properties, do not load a user report that has been saved to the database when creating an RDL dataset.

Publishing an RDL report to the database will make that report available in EQuIS Enterprise.

A user must have permission to the published RDL report in order to run that report, but does not need permission to the underlying Dataset report(s).

 

Publish RDL Report to Another Database

RDL reports designed on one database can be published to another database, but the JSON within the RDL must be edited first, and DisplayName must match a published report in the target database. Follow these steps to allow an RDL to be publishable to another database (the 'target database'):

 

1.In the target database where the RDL will be published, run a report for the same base report that the original RDL used.
 

2.Click the RDL button in the report output.
 

3.Navigate to the %temp% folder in Windows Explorer and open the RDL that was just created in a text editor such as Notepad or Notepad++.
 

4.Copy all lines from <DataSet Name... (line 15) to }</CommandText> to paste into the original RDL, replacing the same section, e.g.:

<DataSet Name="rAnalyticalResultsII33922">

      <Query>

        <DataSourceName>target_database</DataSourceName>

        <CommandText>{

  "ObjectStream": null,

  "Id": 33922,

  "Name": "Analytical Results II",

  "DisplayName": "Analytical Results II",

  "ReportType": "class",

  "Remark": "Analytical Results II [dll v7.20.4.20302] [dll v7.20.4.20302]",

  "FacilityId": 0,

  "ModuleId": 46691,

  "VersionNumber": "7.0.0.19300",

  "ObjectName": "EarthSoft.Reports.Library._50943.AnalyticalResultsII",

  "FullObjectName": "EarthSoft.Reports.Library.50943,EarthSoft.Reports.Library._50943.AnalyticalResultsII",

  "AssemblyName": "EarthSoft.Reports.Library.50943",

  "Xlt": null,

  "StatusFlag": "R"

}</CommandText>

 

5.Replace the DataSource Name in the original RDL with the following line (on line 5) with the DataSource Name (from line 17) that was just added in Step 4, e.g.:

 

<DataSource Name="original_database">

to

<DataSource Name="target_database">

 

6.Copy the DataSetName from Line 15 in the original RDL.
 

7.Do a search for "DataSet Name" and "DataSetName". If any are found, replace the original text between double quotes or tags (such as <DataSetName> with the copied DataSetName from Step 6, e.g.:

 

            <DataSetName>rAnalyticalResultsII379</DataSetName>

to

            <DataSetName>rAnalyticalResultsII33922</DataSetName>

 

8.Save. The RDL should now be available to use the RDL > View In feature for the database or to publish.

 

Save RDL Report to Facility's Work Folder

 

In some situations, you may not want to publish an RDL report to the database, but still want to run it as a standalone report. In this situation, save the *.rdl file for the report to facility's work folder (e.g. My Documents\My EQuIS Work\database name\facility name). When a facility is opened in EQuIS Professional, it will scan the facility's work folder and display any *.rdl files on the list of available reports.

 

Be aware of the following when saving RDL reports to your facility's work folder.

 

The DataSet report(s) used in the RDL must already be published reports.

This method will not make the report available in EQuIS Enterprise. The RDL report must be published to the database first (see above) in order to use it in EQuIS Enterprise.

Anyone with access to the facility's work folder (e.g. if the folder is on a network share) will have access to your RDL report.

 

RDL Report Parameters

 

The report parameters displayed when a published RDL report is run will be those of the underlying base report. To change the parameters displayed (via changes to ST_REPORT_PARAMETER), publish a copy of the base report, modify the report parameters for that copy and then use that copy as the base report for the RDL report.

 

If the .DLL for the base report is republished, both the original and copy will be updated by default, unless the user chooses not to do so. In the Report Publisher, as long as the report copy is also selected (which it typically will be by default) then it will also be updated. If bulk republishing, the report copy will always be updated when the report is republished.