Creating standalone SSRS reports

If you have designed your own RDL templates outside of iMIS, you can upload them into the iMIS document system. This method permits you to use multiple data sets. You can display those reports using the Report Display content item.

Generating a standalone SSRS report using IQA

Standalone SSRS reports can be generated using an IQA query as a basis. The report does not use any optional filter parameters defined in the IQA query, and by default the report will be formatted using the settings you control through SystemConfig parameters. These reports can then be modified using a report editing tool. See Modifying an existing report for more information.

Do the following to generate a standalone SSRS report using IQA:

  1. From the Staff site, go to RiSE > Document system.
  2. Create or browse to an IQA query and choose Edit.
  3. (Define tab > Filters subtab) Verify that query filters have a default value, as that value will be built into the report to filter the results. Filters without a default value will not be added to the report.
  4. (Report tab) Under Options, select Save Report Definition to iMIS.
  5. Enter a name for the report definition. Select the location to which you want to save the report definition and click Save.
    iMIS creates the Reporting Services Template file , which is the standalone SSRS report (RDL), and also a Reporting Services Report file , which relies on the IQA query as a data source.
  6. To download the RDL template without creating any iMIS documents:
    1. (Report tab) Click Save Report Definition to Workstation.
    2. Click Save.
  7. Modify the RDL file if necessary. For more information, refer to Modifying an existing report.
Creating reports in SQL Server tools

Do the following to create a report using SQL Server Data Tools:

  1. Install SQL Server Data Tools.
  2. Create a new report definition (RDL) file:
    1. In the Solution Explorer, right-click the Reports folder in your project and go to Add > New Item.
    2. Go to Installed > Report Project and select Report.
    3. In the Name field, enter a name for the report.
    4. Click Add.

    3. The report designer opens and displays the new report definition (RDL) file in Design view.

Adding a custom SSRS report or subreport to iMIS

If you have designed your own RDL templates outside of iMIS, you can upload them into the iMIS document system. This method permits you to use multiple data sets. You can display those reports using the Report Display content item.

Note: iMIS supports using stored procedures without parameters as the source for an SSRS report dataset. These stored procedures must not have any parameters.

Adding a custom report

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.
Adding SSRS subreports to iMIS

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.
Updating the report layout from iMIS

Report layouts can be formatted to complement your organization’s corporate design standards. Out-of-the-box reports can be updated to modify physical characteristics such as Colors, Fonts, and Page size and margins (IQA reports only), by making changes to the Report Formats settings on the Staff site.

See Changing the default layout for reports for more information.