Creating Custom Reports

To Create a Custom Report File:

  1. Use Microsoft ReportBuilder 3.0 to create/edit the .rdl files.

  2. Modify an existing rdl file is the easiest way to customize a report generated from the ProjectWorX tools. This is because the existing rdl file will contain predefined paramaters. It shows how to implement any required company/organization logo. It also shows how to create a data source.

  3. Parameters involved include:

xxxID parameters are necessary to use in queries to filter data to only single snapshots.

 

Note: Some parameters have default values or allow null value.

  1. Logos - Create an image select source as “External” and as value type:

="http://" & Parameters!ImageServer.Value & "/WorkbenchSL/Reporting/Logos/" &  Parameters!LogoFileName.Value

  1. DataSources - Create a shared connection and browse for 'defaultProjectreportingDatasource' in the SCADA_Reporting folder:

Data Source Properties Window

  1. Create a dataset using IcoReportingSource, created in the previous step, to report from the IcoReporting database.

  1. Do not forget to filter based on Snapshot/ReportID.

  2. IcoReportingDatabase has views that help with certain fields. For example, it translates integer values to enum values where needed by using lookup tables. Feel free to use this as needed.

Dataset Properties Window

 

Choose Query Parameter Values

  1. Create the report elements as needed.

  2. The report must support paging. Otherwise, you will not be able to generate reports from large configurations. It might be a good idea to repeat the table header on every page.

Tablix Properties Window

 

Note: Page brake options relate to groups, not to the control (tablix) itself.

Tips

Set Expression for Hidden

Report Parts in 'Insert' Ribbon

 

There are wizards to help.

Sample Customized Report

 

See Also:

Project Documentation

Configured Tag Reports

Runtime Use Reports

Project Reporting Quick Start