Creating standalone SSRS reports

Creating your own standalone report allows you to have complete control over the datasets you create and can go directly to SQL. Changes to standalone SSRS reports can be made directly, with fields easily added and removed without need to go back and forth to iMIS. In using a standalone SSRS report, there are fewer steps, and you can quickly get reports up to your website.

  1. Install the free report writing tool that works with your version of SQL Server.
  2. Reuse or copy reports created in other editions. When you publish a report created in an earlier version of Reporting Services, it upgrades to the newer format.
  3. Create reports using any Reporting Service features: drill-through reports, sub-reports, and parameterized reports that include charts, tables, matrices, and lists.
  4. Publish to a report server. To make a published report available to users, use Report Manager to create role assignments that grant access to it.

If you have designed your own RDL templates outside of iMIS, you can upload them into iMIS templates. This method permits you to use multiple data sets. You can display those reports using the Report Display content item. Do the following to add an SSRS report to iMIS using an RDL template without an IQA query as a data set:

  1. Import your template (RDL) into iMIS as a Reporting Services Template:
    • In the Document system, open the /Reports/Templates folder for the target module.
    • From the toolbar, select New > Reporting Services Template. 
    • Browse to the source RDL file on your file system.
  2. Create a content record with a Report Display content item to display your new report:
    • In Page Builder > Manage content, open an appropriate folder to house your new report.
    • From the toolbar, select New > Website content.
    • For Add new content, open the Utility folder and select the Report Display content item.
    • Configure the content item to point to the RDL you just created.
  3. Deploy the new content into the site through a navigation item, tagging, or other method.

Creating a report that has subreports is the same process, except that you also import the subreport RDL files into the same folder as the main (parent) RDL file.

  1. Import your template (RDL) into iMIS as a Reporting Services Template:
  2. In the same folder, also create templates for each subreport RDL used by the main report. iMIS can run the subreports specified in the main report only if they are in the same folder.
  3. Create a report that will bind a query to this template as a Reporting Services Report:
  4. Create a content record with an SSRS content item to display the main report:
  5. Deploy the content into the site through a new navigation item, tagging, or other method.