This section explains how to create and design a report in Bold Reports On-Premise.
All Reports
permission, then the user can create reports in any category.Reports in Category
permission with some chosen categories, then the user can only create reports in those chosen categories.Click on the [+]
icon from the toolbar and click on the Start from Scratch
option.
Enter the report name in the dialog box and click on Add and Design
button.
Report designing in designer will save as draft report.
Now, the report designer page opens in a new tab, with a blank report by default.
- Click on the
Try the new designer
toggle button if the user wants to experiment with the new designer.
Read Write Delete
permission for thatSpecific Report
will be added for the user who created the report.
To add a data, open the Data
panel by clicking on the Data icon in the configuration panel.
Click on EXPLORE SAMPLE DATA
in the data panel.
From the available data, select Sales
data and click Add
.
Now, a new DataSource
and DataSet
will be added in the report.
The left pane in the design view consists of basic items, data region, data visualization, and sub reports to design an interactive report.
Here, the
Chart
report item is used for demonstration.
Select any of the Chart
type in the left pane, then drag and drop it to the design area.
Here,
Column
chart is used for demonstration.
The above action will render the Chart
report item in the design area.
This step is applicable only for the report items that belongs to
data visualization
anddata region
category.
To bind data to a report item placed in the design area, focus on that report item.
Click Properties
button in the configuration panel, the property pane opens. Now, switch to DATA
tab.
The DATA
tab holds data configuration view.
The available data in the report will be listed in the drop-down, choose a data in the drop-down list.
The numeric columns and numeric expressions are listed under the Measures
section; other type of columns and dimension expressions are listed under the Dimensions
section.
Drag and Drop Measure Element:
Select and drag the numeric column (measure element) or the numeric expression column from the Measure
section and drop it in the Y Values
section.
Now, the report item design will look like below:
Aggregate Options:
Click the Settings
icon (highlighted below) to open the aggregation type drop-down list.
You can set the aggregation type by which you can compute the selected column.
Drag and Drop Dimension Element:
Select and drag the dimension element from the Dimensions
section to measure against any of the selected numeric column(s) in Y Value(s)
section, and drop into the Column(s)
section.
Now, the report item design will look like below:
Grouping: You can group the added column element with another column, by adding the respective dimension element into Row(s) section. Now, the report item design will look like below.
Navigate to the PROPERTIES
tab in the properties pane.
This pane holds some general settings and some specific to the report item. Configure the desired settings to the chart for better report design and to improve report readability.
Once you are done with the report designing, click on the Publish
option.
To see the report preview, click on the Preview button in the center of the report header.
Now, the report preview can be visualized like below.
Download the above report design from link.
Published report parts can be viewed under the Report Parts
section.
Choose the Edit
icon to edit the report part.
Choose the delete option to delete the report part.
Note: To know more about it, refer to the section Report Parts.
Link a Shared DataSource into a Report
Link a Shared DataSet into a Report
Create a Duplicate Copy of DataSource in a Report
Create a Duplicate Copy of DataSet in a Report
Add a Report Parameter to a Report
The following table illustrates the list of available APIs related to Add reports in Bold Reports On-Premise.
Action | HTTP Method | Endpoint | Description |
---|---|---|---|
AddReport | POST | /api/site/{tenant-name}/v1.0/reports | Add report to the server. Report details must be passed as input. |