I was assigned a task to create a form in SSRS. This form is used by finance dept submit to government quarterly. The sample form looks like a tax form. When end user input data the form will automatically calculate the result. I have never done this kind task before. I only used SSRS to create table or matrix reports. Can anybody give me some ideas?
Thanks.
You cannot really create forms in SSRS. The only input that users can do is from a report parameter. I would suggest using Microsoft Access, that way you can import any data from the necessary databases (if you need to use database) and create a form there.
Or use a simple Excel calculation.
You can successfully use SSRS as a forms interface. SSRS is actually nice for SIMPLE forms solutions. Search how and you will be able to change the "VIEW REPORT" button to Submit , or any thing else you want it to say.
You can also easily embed reports in SharePoint (No add-ins) using the Page Viewer web part. Use "https://YOURREPORTSERVERNAME.YourReportName?rs:Embed=True" to hide the report navigation bar..
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I'm new to using Microsoft Access, and I'm having trouble restricting a report's output to only the single row I'm interested in.
My organization has a relatively small client list, where a little of their information is used frequently (like their name and account status), and much is used infrequently but still important (like home phone and incident reports).
The way I want to display this information is to have a form that shows a list of our active clients with their most common information, and then has a "Details" button at the end of the client info for when people need to see the rest of that client's information.
So far, I've successfully made a form that links to an "ActiveClients_rpt" report that shows the most common info, and I've made another form that links to a "ClientDetails_rpt" report that shows all the detailed info. My problem is that when I try to restrict the results in the Client Details report by the user input in the Active Clients form, either I have to use a very unaesthetic option (like an ugly combo box that replicates the list of names the user can already see), or (if I try to do something like add a button inside a report) the form sends me the information of every client's detailed info, when I only want the info of the one client.
Is there some way I can use a report (or some other option) to tell Access to only pull information from the row in a list the button is located on? I've tried doing things like making an embedded macro using the OpenForm command to open my ClientDetails_form form with [Forms]![ClientDetails_form]![ID] or [Forms]![ClientDetails_form]![ID]=[Me].[ID] as a Where Condition (where ID is the client's ID #), but everything I've tried has either resulted in an error or not restricted the report like I want it to.
This is pretty complicated without seeing your actual database, but I did a video on something similar that might help here https://youtu.be/nNUjmH72OfI. You basically set a click event in the 'Event' tab of the Properties window while your 'Detail' button is selected (in form design view). You click on the builder button (button with three dots) and either use the Macro Builder or the Code Builder to type out the VBA. The Macro Builder is the simplest way in this case.
That's pretty vague, I admit. But hopefully the video helps.
Request: I try to edit the filter of a report when I access to it from a record.
Context: I'm in the form of a record and with the ribbon I access to the list of report related to the entity. I click on the report and then it show this:
So the report show up at first and on the top left there is a button to edit the filter. I don't know if it's possible, but I want to have the filter in the first time AND then the report.
In fact when we access to the report entity records we directly face the filter and then we face the report, I want to know why it's not the same system when I access to it directly from a record.
So is it possible to change this ? If yes how ? Thanks in advance !
I'm building a report generator in ms-access using exported transactions from Xero accounting.
It includes emailing reports to users. I have a default Body Text for the email, but would like it to be editable by the user (rather than code change).
I can hard-code this using vba but I would like the user to be able to edit and save it ,so it's available the next time ms-access is opened.
How can Access save this information from one session to the next?
Create a table with a memo field. Use that as the source for the "body text".
I have some dashboards with Reporting Services and SharePoint, some need parameters some of them do not need parameters. I want to create something standard(I've think in a standard report) that receives all the possible parameters of the dashboards.
My idea: In my report will exist a button with the name Suscribe, this button displays a report or form that will receive all the important parameters directly from the report that called it, in this new report or form the user will choose the periodicity, write his mail and/or a CC.
I've seen some examples, but this examples need to create a subscription before hand, and I have more than 100 reports and differents users can create differents subscriptions.
http://www.sqlservercentral.com/articles/Development/datadrivensubscriptions/2432/
http://www.sqlservercentral.com/articles/Development/2824/
I appreciate your help.
If you are using Sql Server Enterprise Edition then you have support for data driven subscriptions in which case you can define sp's or a query that returns email addresses for the given report. If you are not using EE the data driven subscriptions are not supported:(
In Access 2007 I want to be able to click on a name field in a report and call a separate report with personal information about the person who's name was clicked to start the event. This would be as an alternative to creating a subreport or including the subreport fields in the main report in the interest of saving space. How do I reference the value of the clicked field for use in a query called with the OnClick event?
Thanks for your help.
You are kind of blurring the lines between a report and a form there. Could you not change your first report to a form (maybe a continuous one?) and then fire the sub report from that?
If you do want to still go with the report then it might be possible. At a guess it would involve returning the X/Y of where the mouse is and then mapping that to each control to work out which one has been clicked. Have a poke around Steve’s site as I’m sure I have seen him use something like that for a different purpose
http://www.lebans.com/
Use a form and have code behind the field to open a subform with data limited to that field. You may not get all the functionality of a report.
You could prompt the user when the report opens to give them an option to see details. They could select a specific record with an input box to show the details. This would require the user to rerun the report after looking at it in summary mode.
If you could output the report to an html file, you could create hyper-links to additional information.