Creating custom reports using data sets

Creating custom reports in Microsoft Visual Studio

1. Create a new Visual Basic Class Library in Microsoft Visual Studio:
1. In the main menu, click File → New → Project.
2. Chose Class Library element in the Templates → Visual C# menu.
2. Add a report to the project:
1. Click Add New Item on the Project menu.
2. In the Add New Item dialog box, select the Report item from the Visual C# Items → Reporting template group.
3. Associate the report with a dataset (in the Report Data pane, click New → Data Set...)
4. Select an existing data set and set its name to RepDataSet.
   Important! This is the only name that will be used for generating reports from data in the Administration and Monitoring Console.
5. Design the report.
6. Create the *.xml file for your report.
7. Enable your custom report by copying the XML description file and the report file (*.rdlc) to FlexiCapture's report folder in the FlexiCapture12\CustomReports subfolder of the IIS root folder. When you enable your report, it will become available in the Custom reports submenu of the Administration and Monitoring Console.

Creating custom reports in Microsoft Report Builder

1. Start Microsoft Report Builder and create a data source (right-click Data Source in the Report Data pane and click Add Data Source... on the shortcut menu).
   

   Details

   1. Enable the Use a connection embedded in my report option.
   2. Click ОК.

   Note: You can leave Microsoft SQL Server selected in the Select connection type drop-down list.

1. Create a dataset (right-click Datasets in the Report Data pane and click Add Data Set... on the shortcut menu) and set its name to RepDataSet.
   Important! This is the only name that will be used for generating reports from data in the Administration and Monitoring Console.
   

   Details

   1. Enable the Use a dataset embedded in my report option.
   2. Specify the data source you created earlier.
   3. Click ОК.

1. Open the properties dialog box of the dataset you created (right-click RepDataSet in the Report Data pane and click Dataset Properties on the shortcut menu).
2. Select the Fields tab, provide descriptions of the dataset's fieldsand specify other report settings.
3. Create the *.xml file for your report.
4. Enable your custom report by copying the XML description file and the report file (*.rdl) to the FlexiCapture's report folder in the FlexiCapture12\CustomReports subfolder of the IIS root folder. When you enable your report, it will become available in the Custom reports submenu of the Administration and Monitoring Console.