Report Wizard

The Report Wizard allows you to add a report using one of the following templates:

• Empty Report

  Creates a new blank report that is not bound to a data source.

• Data-bound Report

  Allows you to connect the created report to a data source and configure basic report layout settings (optional).

• Template Report

  Enables you to create a new report based on available predefined templates.

• Label Report

  Allows you to select from different customizable layouts to create labels, badges or price tags.

Run the Report Wizard

Use one of the following ways to invoke the Report Wizard.

• Create a new report

  Use the New Report via Wizard command to create a new report based on a Report Wizard template.

• Edit an existing report

  Click the report's Smart Tag and then the Design in Report Wizard... context link in the invoked actions list.

  Note

  The new report layout overrides the initial report layout.

Report Wizard Pages

Choose a report template on the first wizard page (see above). The wizard provides the following page series for each report template:

• Empty Report

• Data-bound Report

  • Select the Data Source Type

    • Connect to a Database

      • Select a Data Connection
      • Specify a Connection String
      • Save the Connection String
      • Create a Query or Select a Stored Procedure
      • Configure Query Parameters

    • Connect to an Entity Framework Data Source

      • Select the Data Context
      • Select a Connection String
      • Specify a Connection String
      • Bind to a Stored Procedure
      • Select a Data Member
      • Configure Filters

    • Connect to an Object Data Source

      • Select an Assembly
      • Select a Data Source Type
      • Select a Data Source Member
      • Specify the Member Parameters
      • Select the Data Binding Mode
      • Select a Data Source Constructor
      • Specify the Constructor Parameters

    • Connect to an Excel Data Source

      • Select an Excel Workbook or CSV File
      • Specify Import Settings
      • Select a Worksheet, Table or Named Range
      • Choose Columns
    • Choose Fields to Display in a Report
    • Add Grouping Levels
    • Specify Summary Options
    • Set the Report Title

• Template Report

  • Choose a Report Template
  • Map Report Template Fields
  • Specify Report Template Options

• Label Report

  • Select the Label Type
  • Customize the Label Options