Getting started with dotnet Report builder is very easy and quick. You can actually be up and running reports in less than 10 minutes!
This video explains all the steps you need to get going (it’s just over 9 minutes)
If you prefer to read, here are the steps described in detail:
Step 1: Create an online account and Data Connection
Even though dotnet Report Builder runs all data queries and connections locally in your environment, the API Service it uses is hosted on the cloud, and you need to start with an online account. This can easily be transferred to run on-prem on your local environment later if you decide to upgrade to the Enterprise version. Creating the online account is absolutely free and you don’t need to provide a lot of information or a credit card.
However, you do need the API keys provided in the online account to connect to the service, so head over to the signup page, and create an account and log in. You would also need to add a “Data Connection” for each database you would like to use to build reports, so add one by clicking on “Setup Database”.
Step 2: Install the nuget package locally in your Visual Studio Project
Step 3: Enter your API Keys from the online portal in your web.confg.
The next thing after the nuget package is installed is to setup your API keys from the online portal in your application. To do that, you have to copy some settings in to your web.config file. The nuget package installation will add the following to your appSettings:
<add key=”dotNetReport.accountApiToken” value=”Your Public Account Api Token” />
<add key=”dotNetReport.dataconnectApiToken” value=”Your Data Connect Api Token” />
<add key=”dotNetReport.privateApiToken” value=”Your Private Account Api Token” />
Login to your account in https://dotnetreport.com and click on “Get Api Keys”. Locate your keys and copy and paste them in to your web.config file.
Note: You also need to add your connection string corresponding to the Data Connection you had setup.
Step 4: Setup your Database Tables and Views to be used by dotnet Report
Next step is to build and run the project, and navigate to the /dotnetsetup route. This will bring up the administrator/developer screen that should connect to the database you provided in web.config and list all the Tables and Views in it. Your task is to select the tables, views and the columns you want dotnet Report Builder to use to let you or your end users create reports. You would also have to setup the database relations. This is a pretty easy and intuitive interface, and is meant only for developers as an initial configuration. You can always come back to it and add more tables or columns.
So check the tables you want to use, and click Save.
And that’s really pretty much it to get you started and going.
At this point, you should be create, save and Run Reports! You have to run the project and then navigate to the /dotnetreport route to navigate to the Report Builder.
There are many features to learn about and try out, so next you can read about them here in the knowledge base.