Configuring an SSRS report

SSRS reports are managed in SQL Server Reporting Services. You must also enter global settings for your SSRS reports on the Global Report Settings node.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report you want to edit.
  3. Click the report node.
  4. Specify this information:
    Display Text
    Type the name that will be displayed for this report when the Reports button is clicked.
    Report Type
    Select SQL Server Reporting Services.
    Report Path
    Specify the path to the report.

    This path specifies the location of the report file on the SSRS server. If you select the Use Report Root Path check box, Infor Operations and Regulations will add the SSRS root report path from your global report settings to the beginning of the report path.

    Report Output
    Select the output method that you want to use.

    You can select SSRS Report, PDF, WordDocument, or HTML. Infor Operations and Regulations will show the report in the selected format.

  5. Add parameters to the report as required.
    Note: For SSRS reports, we recommend that you add a script to your database to split up multi-value parameters.

    See Script to split multi-value parameters.

  6. Click Save.