Creating and saving IQA reports

For all queries, the Report tab in the IQA editor lets you generate formatted reports on demand, as well as reusable objects: SSRS template files and matching output processes. Your queries from prior releases can leverage this report functionality: no upgrading is needed to make them compatible.

Do the following to save a report from IQA:

  1. Run a query, then select the Report tab.
  2. Select Save Report Definition to iMIS to save the reports to the Document system, which automatically adds the new template (.RDL) and its matching output process. The output process binds query, template, and security to a report name you choose.
  3. Select Save Report Definition to Workstation to export the generated template file (.RDL). You can customize the RDL in SQL Server Business Intelligence Development Studio.
  4. Select the Acrobat or Excel icons to export the report to standalone PDF or Excel files.
  5. You can open these exports directly in the application or Save them to your file system.

Do the following to create a report from a query:

  1. Edit a query and select the Report tab. The report generates in memory and displays immediately.

    2. Reports default to the actual page size specified by your global parameters (see Changing the default layout for SSRS reports), so use the scroll bars to preview the entire area.

    Note: If the report is too large to fit in portrait orientation, it renders in landscape. If it is too large for landscape, the columns are narrowed to fit.

  2. If your query includes filters (which appear in the Options area above the report display), enter a value in any or all of the filters, as needed, and click Refresh.

    3. The report regenerates based on the filter.

  3. Adjust the filters and Refresh as needed.