Fields – Report

This field has some prerequisites that are required to function. Refer to the Telerik reports processes to ensure Telerik Reporting is correctly configured and setup in your trellispark environment.

  1. Initial Setup
  2. Report Configuration
  3. Migrating reports across environments

IMPORTANT NOTE: This field has been disabled and if you attempt to put it on a form it will not display. To enable this field you need to follow the instructions in the code of the component: UX-WASM-Components/Fields/GI_Report.razor.

This is an example of how the report will be displayed in the form:

A screenshot of the report bar in a trellispark form. It has a pair of dates set to filter data within a set time period.

Here is an example of the report field definition:

A screenshot of the creation form for a report field in trellispark.

The report field is used to pull and display Telerik reports from a Telerik Report Server. The connection to the Report Server is saved as a configuration parameter. The specific report to display is specified in the Report Field Definition in the Report URI field. This field must be the exact path to the report on the server, if there are any typos, the connection will not be successful, and no report will be displayed.

The Report URI format is “Category/NameOfReport”

Reports can also contain a Search Component (also referred to as Advanced Search). If a Search Component is specified, it will display before the report is rendered. The user is then required to enter search parameters and click search when done. The search parameters will then be used to filter the results displayed in the report. After the report has loaded the user is able to modify the search parameters and repeat the process again.

Report Using Search Component (Date Range):

Report user control with start and end dates selected

After search button is pressed:

Report generated based on selected start and end dates
A screenshot of a basic report created to display the name of a concept and the date and time of its creation.

If no search component is being used, then the report will automatically load.

If a Search Component is being used, then the stored procedures that loads the data for the report must be configured correctly to accept the search parameters. Refer to the Report Configuration article for a template stored procedure.

While this field can be inserted in any row position, it is recommended that it use the full width of the page to be able to display the report appropriately.

Updated on September 27, 2023

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