As of Aptify 5.5.4, Aptify supports the use of SQL Server Reporting Services (SSRS) reports. This topic discusses creating a basic client-specific SSRS report that users can run from Aptify.
Aptify recommends that you follow these guidelines when creating SSRS reports for Aptify:
- Aptify strongly recommends that you use the base views in the entity definition database (typically, Aptify) as the source for SSRS reports rather than the base tables.
Aptify reports are list-driven. When you run a report, the system first creates a List that contains the records from the specified view. The system then uses this List as the source for the SSRS report. Therefore, to display the correct records in the report, you must add the vwListDetail base view as a data source for the report and link the vwListDetail.RecordID field to the ID field of the report's service.
If you create an SSRS report that does not include vwListDetail as a data source, the report will display all records in the service rather than only those displayed in the selected view.
- Do not define any Record Selection filters within SSRS reports, or attempt to create a report from a specific set of records from the selected view . Any filtering of the records should be done in the selected view.
- Aptify provides two sample SSRS reports, Person Roster_SSRS (for Persons) and Invoice_SSRS (for Orders), with the baseline Aptify product. You can use either of these reports as a starting point for your custom reports.
- You can find a report's SSRS report (*.rdl) file in the C:\Program Files\Aptify 5.5 folder on a client computer that has recently run the report.
- Alternatively, you can download the report file to your client computer's C:\Program Files\Aptify 5.5 folder by right-clicking the report's Object Repository Objects record in the Object Repository Administration dashboard and selecting Download Object from the pop-up menu.
Microsoft Visual Studio includes an add-on tool (SQL Server Data Tools – Business Intelligence (SSDT-BI)) to write SSRS reports. You find more information on using