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Exact Synergy Enterprise   

Creating and modifying reports - Reporting services integration

Menu path

Modules ? System ? Setup ? Reporting services integration ? Management


On this page, you can create reports or modify existing ones.

Roles and rights

By default, users with Administrator or Report manager role can create and modify reports.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create reports?

  1. On the Reporting services integration: Management page, click the Report: New button.
  2. On the Reporting services integration: Report - New page at Report group, select a report group.
  3. At Name + Term ID, type the name and term ID of the report respectively.
  4. Type in the description of the report created.
  5. At Upload, select the report (RDL file) which has been designed using the Report Builder or BI Development Studio. This is mandatory.
  6. Define other necessary information, and then click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I edit reports that have been created?

  1. On the Reporting services integration: Management page in the Reports section, expand the folder, and then select the required report.
  2. Make the necessary changes.
  3. Click Save.




Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.555.578
 Assortment:  Date: 05-12-2016
 Release: 247  Attachment:

ESE-OH258-Creatingandmodifyingreports-Reportingservicesintegration-final.docx 34.4 KB View Download