How to work with custom reports

The Custom Reports window allows you to create and import custom reports in Crows Nest.  

To navigate to Custom Reports, from the Crows Nest main menu, click on Settings, and then click Custom Reports.

You will now see the Custom Reports window.

In the left-hand pane you will see the Reports currently loaded in Crows Nest.

In the right-hand pane you will see the Report Definition in XML.

To export a report from Crows Nest:

copy the Report Definition in the right-hand pane of the Custom Reports window and save it out to a .rdl file. Note: This will not work if you import a report and hand-edit a data set or parameter.

To create a new report, right-click anywhere in the left-hand pane in and select Add Report.

Enter the Report Description in the window that pops up and press OK.

You'll now see the Custom Report in the left-hand pane.

A dataset is needed for a report to function properly.

A dataset can be created in Crows Nest or Report Builder.

Select the report you want, then right-click and select Add Data Set.

Enter a name for the Dataset and select OK. You may have to Refresh the window to see the added dataset.

Click the plus sign to expand the custom report and select your new dataset.

You can now input your SQL instructions for the dataset in the right-hand pane. Here we have created a simple dataset that selects all fields from the Project table.

To create a parameter, make sure the report you want to create a parameter for is selected.

Then, right-click and select Add Parameter.

Enter a name for the Parameter and select OK.

You may have to Refresh the window to see the added Parameter. 

Now, select your new parameter.