MSSQL Server Reporting Services: Reporting Services Basics: Create a Reusable Template Report - Page 9

October 18, 2004

Verify Operation of the Template Report

Let's do a quick test to make sure our template is available as expected. We will begin the report creation process, where we will be presented with our template as an option, in the following steps:

1.  Right-click the Reports folder in Solutions Explorer.

2.  Select Add from the context menu that appears.

3.  Click Add New Item from the cascading menu, as we did at the beginning of our practice exercise.

The New Item dialog appears. In its default, large icons view, we may have trouble discerning our template, especially if we already have other template reports in place.

4.  Click the Small Icons button in the upper right corner of the dialog, shown circled in Illustration 27 (unless small icons are already displayed).

Click for larger image

Illustration 27: Click the Small Icons Button to Make the Template More Obvious

5.  The New Item dialog view shifts to display small icons. We can now readily identify our new template, as we see circled in Illustration 28.


Illustration 28: Our New Template in the New Item Dialog  Small Icon View

To proceed in creating a report that adopts the characteristics of our template, we have only to select it here (simply clicking it will do). We would then rename it, in the Name box at the bottom of the dialog, and proceed to create the report in the normal manner. New reports that we create in this fashion will bear all the attributes we have created in the template, saving time and helping authors to maintain a consistent look, and feel.

6.  Click Cancel to abort the report creation process.

7.  Exit Visual Studio.Net, when desired, saving changes as appropriate

Through the foregoing steps, we have met the requirements of the client in providing one of what will probably be many template reports to make internal report authors more productive. Templates provide many other advantages in the report creation process, as well. The sophistication of the objects that we can add to our templates can, obviously, allow us to accomplish far more than those we have examined in this introductory session; we will revisit further possibilities in future articles within the series.

Conclusion ...

In this article, we discussed advantages that accrue to users of template reports in Reporting Services, and then activated what we learned in an exercise where we undertook the creation of a basic template to meet the business needs of a hypothetical client. We created a blank report in Report Designer to use as the basis for our template, adding a header with an image file and company name. We then installed a footer, wherein we placed global variables to meet the stated business requirements.

We previewed the template report in Report Designer to ascertain that it met the expressed needs of the client. Next, we installed the template report in the appropriate location to ensure its easy selection, as a "built-in" option, in the creation of any report within Report Designer. Finally, we verified its operation in the initials steps of creating a report, where we noted its potential selection as the basis for a new report.

» See All Articles by Columnist William E. Pearson, III

Discuss this article in the MSSQL Server 2000 Reporting Services Forum.

MSSQL Server Reporting Services
Introducing the Tablix Data Region: Basic Grouping Concepts
Introducing the Tablix Data Region in Reporting Services 2008
100% Stacked Column Chart for Analysis Services Data
XY (Scatter) Chart for Analysis Services Data
Simple Doughnut Chart for Analysis Services Data
Exploded Pie Chart for Analysis Services Data
Stacked Bar Chart for Analysis Services Data
Line Chart for Analysis Services Data
Stacked Column Chart for Analysis Services Data
A More Advanced Pie Chart for Analysis Services Data
Simple Pie Chart for Analysis Services Data
Simple Bar Chart for Analysis Services Data
Simple Column Chart for Analysis Services Data
Introducing Reporting Services Charts for Analysis Services
Mastering OLAP Reports: Parameterized Grouping
Mastering OLAP Reports: Parameterizing Number of "Top" Items with the MDX TopCount() Function, Part II
Mastering OLAP Reports: Parameterizing Number of "Top" Items with the MDX TopCount() Function, Part I
Mastering OLAP Reports: Parameterizing Number of "Look Back" Periods with the MDX LastPeriods() Function, Part II
Mastering OLAP Reports: Parameterizing Number of "Look Back" Periods with the MDX LastPeriods() Function, Part I
Support Parameterization from Analysis Services - Parameter Defaults
Parameterization from Analysis Services - Cascading Picklists
Support Parameterization from Analysis Services
Parameter Support Objects, Pt II: Support OLAP Parameter Defaults with Datasets
Reporting Services: Customize Automatically Created Parameter Support Objects
Snapshot Reports II: SQL Server Management Studio Perspective
Snapshot Reports I: Report Manager Perspective
Report Execution Caching II: Report Manager Perspective
Report Execution Caching I: SQL Server Management Studio Perspective
Report Session Caching in Reporting Services 2005
Black Belt Administration: Reporting Services Configuration Manager
Intelligent Layering: Leverage Conditional Formatting Logic from Analysis Services
Black Belt Administration: Performance Dashboard for Microsoft SQL Server, Part II
Black Belt Administration: Performance Dashboard for Microsoft SQL Server, Part I
Mastering OLAP Reports: Extend Reporting Services with Custom Code
Mastering OLAP Reports: Parameters for Analysis Services Reporting, Pt. II
Black Belt Components: Support Simple Navigation with a Document Map
Mastering OLAP Reports: Parameters for Analysis Services Reporting, Pt. I
Black Belt Components: Interactive Sorts within a Matrix Data Region
BlackBelt Authoring: Conditional Drillthrough to Multiple Reports
Mastering OLAP Reporting: Prototype KPIs in Reporting Services
BlackBelt Administration: Linked Reports in SQL Server Management Studio
BlackBelt Administration: Linked Reports in Report Manager
Mastering OLAP Reporting: Reporting with Analysis Services KPIs
Report Builder: Creating a Report Model
Mastering OLAP Reporting: Meet Business Needs with Matrix Dynamics, Part II
Mastering OLAP Reporting: Meet Business Needs with Matrix Dynamics, Part 1
Mastering OLAP Reporting: Display a Dataset Field in a Report Page Header
Interactive Sorting Within Reporting Services
MSSQL Server Reporting Services: Mastering OLAP Reporting: Multiple Value Selection in a Parameter Picklist
MSSQL Server Reporting Services : Mastering OLAP Reporting: Drilling Through Using MDX
MSSQL Server Reporting Services: Mastering OLAP Reporting: Relationally-Based Picklists for OLAP Reporting
MSSQL Server Reporting Services: Mastering OLAP Reporting: Extending Conditional Formatting: SWITCH and Drilldown Defaults
MSSQL Server Reporting Services: Mastering OLAP Reporting: Percent of Total - Chart Presentation Nuances
MSSQL Server Reporting Services: Mastering OLAP Reporting: Percent of Total - Two Perspectives
MSSQL Server Reporting Services : Mastering OLAP Reporting: Ad Hoc TopCount and BottomCount Parameters
MSSQL Server Reporting Services: Black Belt Components: Ad Hoc Sorting with Parameters
MSSQL Server Reporting Services: Black Belt Administration: "Governor" Capabilities: Report Execution Timeout
MSSQL Server Reporting Services : Black Belt Administration: Execution Log Performance and Audit Reports
MSSQL Server Reporting Services: Black Belt Administration: Prepare the Execution Log for Reporting
MSSQL Server Reporting Services: Black Belt Components: Ad Hoc Conditional Formatting for OLAP Reports
MSSQL Server Reporting Services : Black Belt Components: Manage Nulls in OLAP Reports
MSSQL Server Reporting Services: Reporting Services Basics: Create a Reusable Template Report
MSSQL Server Reporting Services: Master Chart Reports: Track Exchange Rates in a Line Chart
MSSQL Server Reporting Services: Master Chart Reports: Pie Charts in Reporting Services
MSSQL Server Reporting Services: Mastering OLAP Reporting: Cascading Prompts
MSSQL Server Reporting Services: Managing Reporting Services: Data-driven Subscriptions, and External Data Sources for Subscriber Data
MSSQL Server Reporting Services: Managing Reporting Services: Report Execution and Standard Subscriptions
MSSQL Server Reporting Services: Managing Reporting Services: Data Connections and Uploads
MSSQL Server Reporting Services: The Authoring Phase: Overview Part II
MSSQL Server Reporting Services: The Authoring Phase: Overview Part I
MSSQL Server Reporting Services: A New Paradigm for Enterprise Reporting








The Network for Technology Professionals

Search:

About Internet.com

Legal Notices, Licensing, Permissions, Privacy Policy.
Advertise | Newsletters | E-mail Offers