One potential idea is to actually use Excel to prototype your initial template during the design phase; a sample of such a design is displayed below. Next create a new blank report RDL file. Be sure to add a report header and footer by right clicking anywhere in the white area of the report and then selecting each of these items as shown in the below figure.
Based on your design specifications, go ahead and size your report and set the report orientation, as noted in the image below, in order to prepare for the addition of the rest of your design items. Pay very close attention to footer and header space you use, as these areas occupy this space on each and every page of the report. Also, be sure to use colors and contrasting colors which are easy to see both online and in print.
Next begin adding textboxes for the different header and footer parts; it is best to add individual text boxes. As you can see from the image below, the template additions are fairly detailed. We embed an image in the upper left corner of the header and then add four Title textboxes in the center of the header. Further, notice we insert a thick black line to distinguish between the header and the body of the report.
Of course you could also use a large rectangle object around the entire header. Next a textbox is added at the bottom of the report body to display any minor criteria for the report; note this textbox only appears once whereas the page header and footer appear on every page.
Finally, the footer area is defined by inserting several textboxes which contain SSRS built in "global" fields. The next footer line includes a list of sources. This line will display the exact report name that the user ran and the actual path from the report server. As displayed in the below image, the Built-in fields can be added from the Built-in Fields list by dragging them directly from the list to the report footer.
With all the report template objects added, we can go ahead and preview the report to be sure it looks as expected. Once your template is complete, you will need to manually copy the file to the appropriate SSRS ProjectItems directory. Below are the default or common locations where the templates are stored. If you changed the default installation directory for SQL Server, you will need to adjust accordingly. Upon Selecting New Item, a dialogue box will open, similar to following image.
One important item to note, any changes to an existing template, will need to be reapplied to any previously completed reports. Thank you Scott for the great post. I have one question - when creating any new report from Report Server, after clicking on Report Builder could I open my default Template rather than opening blank report. You are GURU. I enjoyed reading this article. References to reports, subreports, and drillthrough reports must use fully-qualified URLs that can be tested only after you deploy the report project.
Add a new report project. By default, a blank report opens in Report Designer. Add a Report Wizard project. You create a report in a guided step-by-step manner. The Report Wizard simplifies data definition and report design into a series of steps that give you a finished report. You can add styles to customize the wizard for your own organization.
Add an existing item. An existing report definition. Opening a report or project from an earlier version of Reporting Services might automatically upgrade the project to the current version and the report to the current schema. For more information, see Upgrade Reports. Import a Microsoft Access report. Import all reports from an Access database. Report Designer converts each report in a database or project file to RDL and saves it in the report project. Not all of the functionality of an Access report transfers to a report definition.
You must have Access or a later version installed on the same computer that Report Designer is installed on in order to use the import feature. The data source for the Access reports must be available when the reports are imported.
Work directly in RDL. When you edit the report definition source in Report Designer, you are working in the current RDL schema for the version of SQL Server from which you installed the development tools.
When you build a project, the schema version might change depending on your deployment properties. Editing RDL directly can result in a report that cannot be published to the report server or cannot run. The Custom element can be read by custom rendering extensions, but is ignored by the rendering extensions provided with Reporting Services.
For example, you can use the Custom element to store comments in the report. In Report Designer, after you create tables, charts, and other paginated report items in a project, you can publish them as report parts to a report server or SharePoint site integrated with a report server so that you and others can reuse them in other reports.
Report parts can be deployed independently from other items in a project by using TargetReportPartFolder and other properties. You can add files to your project that are related to your report but not processed by the report server. For example, you can add images for pictures or ESRI shapefiles for spatial data.
For more information, see Resources. To create the report layout, drag report items and data regions from the Toolbox to the design surface and arrange them. Drag dataset fields to the items on the design surface to add data to the report. To organize data in groups in a tablix data region, drag dataset fields to the Grouping pane. Because report authoring tools are essentially a way to create report definitions, the approach to report design is quite similar between Report Builder and Report Designer.
Use Preview to verify the report data and layout design. When you preview a report, the report processor validates the report definition schema and expression syntax and lists issues in the Output window. When you preview a report, the data for the report is cached to a file on the local computer. When you preview the same report again using the same query, parameters, and credentials, Report Designer retrieves the cached copy rather than rerunning the query.
The file is not deleted when you close Report Designer. Preview view. Click the Preview tab. The report runs locally, using the same report processing and rendering functionality that is provided with the report server.
The report that is displayed is an interactive image; you can select parameters, click links, view the document map, and expand and collapse hidden areas of the report. You can also export the report to any of the installed rendering formats. This file is used when you are selecting the style on the "Choose the Table Style" window of the report wizard.
You are able to create several different styles within this one file. This makes it convenient especially if you are a consultant and developing reports for your customers, that use different fonts, colors, etc…. The Report. So if you have modified the report.
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