Report Template entity is used to manage the Microsoft RDLC format type report created using Microsoft Visual Studio or RDLC report generator. Users can use this entity to create, edit and delete the report template and configure the setting of the report template e.g., report name, RDLC report file name, report output format and dataset mapping to the RDLC report value. This entity works together with the Report Schedule entity. User can schedule the start date, end date and interval for AHI automatic generate the report. Below table shows the description of Report Template configurable items.
Parameters | Description |
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Name | Set a name for the report template |
Tag | Tag is for categorizing entities in the system. User clicks on “Add Tag” to add new tags as structure <Key> : <Value> or apply available tags for the entity. |
File Name |
It’s RDLC format report name. User clicks on this field or the right icon to browse for the RDLC format file and upload it to AHI . ![]() |
Output Format |
AHI can convert the RDLC report to other commonly use report formats, including Excel (.xlsx), PDF (.pdf), Word (.docx)
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Storage |
AHI stores report files generated on the AHS Storage |
Dataset |
Dataset allow user to manage data mapping from Asset Management module into RDLC report. |
List of Report Templates - User Actions | |||||||||||
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New | Button to add new templates to the list | ||||||||||
Delete | Button to delete selected templates from the list | ||||||||||
Search box | User types content to search from the current list (client search) | ||||||||||
Filter | Filter template by specific conditions of Name, Output Type, Tag, or Last Modified | ||||||||||
Tag icon | Click on this icon, then enter the tag needed to search | ||||||||||
Refresh | Refresh the template list | ||||||||||
Template list | User is able to view each template through Name, Output Type, Tag, and Last Modified as corresponding columns | ||||||||||
Eye icon | Click on this icon from the Action column to view the RDLC report directly. The preview screen supports selecting the time range, zooming, printing, or downloading as needed | ||||||||||
Settings ![]() |
Click on the Settings item dropped from the 3-dots icon to show/hide columns, arrange column order, Enable/Disable column sorting | ||||||||||
Pagination | Pagination for the template list |