Data Connection groups data schemas (including tables and stored procedures and other configuration), Reports, and Dashboards into a single environment. You can create multiple Data Connections and easily switch between them for separate environment management.
Please select a file you have previously exported from this utility. The system will load the screen with the Data Connection setting in the file, however, it will NOT be saved until you press the Save All button or Save individual tables
Account Level Settings
Admin Options
Enable this to respect client IDs even when in admin mode.
Allows SQL query builder access only in admin mode.
Customization
Allows the use of SQL expressions in custom fields.
Display contextual tips and explanations throughout the report designer to help users understand available options.
Use alternate Pivot method that doesn’t use SQL’s PIVOT. Allows drilldown, but may be slower.
Enable calculated functions for List reports only.
Available for Enterprise license users.
Report Options
Permits users to generate and customize reports.
Allow non admin users to export and import Reports in the system.
Allow users with View Only access to copy Reports in the system.
Removes scheduling in reports and dashboard, select only if you don't want to use scheduling feature.
Folder Options
Disables the use of folders in the application.
Removes the Default folder.
Will show empty folders for non admin users.
Grants permission to organize and manage folders without admin mode.
Export Options
Use alternate PDF export method that doesn’t rely on Chromium.
Remove XML Export option.
Remove Word Export option.
Display document dimensions in exported PDF & Word.
AI Assistant BETA
When enabled, an AI-powered assistant will be available in the report designer to help build reports using natural language.
Define Custom Tables using SQL Select Query to use in Dotnet Report for Reporting and Analytics.
Select Tables or Views from your Database to use in Dotnet Report for Reporting and Analytics.
Tables/Views
No Custom Tables added yet, click "" to get started!
Select a Custom Table, or ""
(view)
Relations
Setup your Database Relations for Dotnet Report to produce dynamic queries
You have unsaved changes. Please be sure to click Save Joins to save your changes.
Primary Table
Field
Join Type
Join Table
Field
New
Stored Procedures
Select and manage Stored Procedures to use in Dotnet Report for more complex and coded Reports
No Stored Procedures have been setup yet.
Display Name
Schema Name
Columns
Parameters
Reports Access
You can setup access to individual Reports here
No Reports found in this folder
Current Report Access
Manage by User
View only by User
Delete only by User
Manage by Role
View only by Role
Delete only by Role
For Client
Folders Access
You can setup access to individual Folders here
Current Folder Access
Manage by User
View only by User
Delete only by User
Manage by Role
View only by Role
Delete only by Role
For Client
Custom Functions
Create and manage Custom Function that you can use in building Reports and Dashboards
No Functions found
Setup Function
Function Name
Function Name is required.
Function Type
Description
Arguments
Name
Description
Optional
Write the Code for the function below:
Scheduled Reports
View Schedules setup for sending Reports and Dashboards
No scheduled Reports or Dashboards available.
For
Schedule
Email To
Format
Last Run
User ID
Time Zone
Actions
Manage
Choose options that will determine how users interact with this column on Reports
You can setup a cascading filter by setting up a parent for the foreign key below
Setup Foreign Key Parent?
Parent Table
Parent Key Field
Parent Value Field
Foreign Key Filter Field
Joins Diagram
Add Stored Proc
Search for
Procedure
Display Name Columns
Parameters
Default Value:
Manage
Choose options that will determine how users interact with this parameter on Reports
Display Name
Default Value
Hidden Parameter
Required
Use Lookup Table
Lookup Table
Lookup Key Field
Lookup Value Field
Manage Access by Roles
Choose User Roles that will have Access
Note: All Users will have access if no restricted roles are setup
No roles available. Please add roles first.
Manage Categories for
No categories have been set up yet.
Manage Categories
You can organize the display of tables in the Report Designer by assigning categories here.
Category Name
Description
Actions
Data Connection
Choose User Roles that will have Access
Note: All Users will have access if no restricted roles are setup
Connection Name
Connection Key
Use Schema
Database Type
Copy Schema from existing Connection
Choose Connection
Preview Table
Enter Select SQL for your Data
Custom Table Name
Custom Table Name is required.
Show me
Custom SQL |
Table with Dynamic Columns |
Beautify Sql
Custom SQL is required.
Add SQL code to use the dynamic columnPick Values Table
Import Tables/Views (Previously Exported)
click to select Json file
Selected Tables/Views File:
Import Joins (Previously Exported)
click to select Json file
Selected Joins File:
Import Stored Procedures (Previously Exported)
click to select Json file
Selected Stored Procedures File:
Bulk Manage Reports Access and Export
View
Manage
Delete
Client ID
No matching reports found
Apply Security to All Selected
Import previously Exported Reports
Instructions:
• Select a .json file previously exported from Dotnet Report.
• The file may include multiple reports and their folders.
• Any missing folders will be created automatically.
• If a report with the same name already exists, you will be prompted to:
Skip, Overwrite, or Make a Copy.
• Once uploaded, all imported reports will be available immediately.
Click here to select a JSON file
Selected File:
Choose a Visualization
Drilldown Data
No records found
Report Code
Drill Down Report Code
Account not Setup
dotnet Report Account Configuration missing!
You do not have the neccessary initial configuration completed to use dotnet Report.