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Saving Reports

This section will cover the final few actions that need to be performed before a report can be generated using dotnet Report Builder. These steps include the following actions:

  • Naming and describing the report
  • Creating an initial sorting for the data in the report
  • Choosing options for the report run
  • Choosing a folder to save the report in

After these steps are completed, the report can be generated. This section will also explore the options available in the report after it is generated. All the steps that need to be performed are shown in the figure below.

saving1

 

Naming and describing the report

Every report in dotnet Report Builder that resides in the same folder must be given a unique name In the “Report Name” box. End-users can also input a brief description of the report in the “Report Description” box. This section is optional. The report name and description are always displayed at the top of the report when it is generated.

Creating an Initial Sorting

Although all the data can be resorted in the report itself, end-users have the option to choose an initial sorting for the data in the report in the “Sort By” box. By default, the initial sorting is based on the first added field in the “Choose Data for Report” section.

Choosing options for the report run

There are three options available after the “Sort By” box that users that check or un-check.

  • Include Subtotals – Checking this box will create a bottom row on each page of the report with subtotals.
  • Show only Unique Records – This option will hide duplicate instances of data from the final report.
  • Save Report – The Save Report box is checked by default. If the box is unchecked, any report that is being run will not be saved.

Choosing a folder to save the report in

When saving the report, the user will have to choose which folder that report will reside in. Folders need to be created in the dotnet Report Builder main page. After choosing the folder, end-users can either click “Save Report” or “Save & Run Report”.

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