You can create customised reports using Report Designer. If the report needs to be re-created in a new database with the same design, this can be done by sharing the report template.
DataSight allows you to save the report, and share its template across any database. You can then simply insert the new datasource and generate the report without needing to design from scratch.
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Note
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Summary Reports are in-built and by that virtue their templates are shared across all databases.
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Share a saved report template
- To share a report template within Report Designer, click Save All to save the report template to a given location on your computer or network.
Use a saved report template
- Connect to another database where you wish to recreate the report (See Connect to a Database).
- Using the desired data set, step through the process of building a new report until you reach the Report Designer. When you create the initial query, ensure that that you select all the relevant tables that are required in the saved report template.
- In the Report Designer, click Open on the ribbon to load the saved report template from the given location.
- Click on the Report template you wish to use.
- Then click Open. Your report is now customised.
- To add/delete fields from your report, use the Field List. It is possible to further customise the report as you wish.
- To update or save your report in the current database, click Save on the ribbon.