Creating summary reports

Introduced in 8.4, Updated in 8.7

If you want to create a new summary report in Alloy Navigator, you must create it outside Alloy Navigator using Microsoft Report Builder 2016 or later, and then import this RDL report file to Alloy Navigator.

NOTE: You can download Microsoft Report Builder from the Microsoft Download Center at https://www.microsoft.com/en-us/download/details.aspx?id=53613.

About data sources and connection types

Custom reports must be based on Alloy Navigator data. The type of connection to Alloy Navigator data must be Microsoft SQL Server.

IMPORTANT: Currently, we do not support using external data sources such as XML or Oracle database in Alloy Navigator reports.

About report permissions

Access to reports in Alloy Navigator is controlled by permissions granted to technicians through their membership in security roles. The Report permission allows role members to run reports, when the availability of reports is controlled by the View permission on objects contained in those reports. For details, see Understanding security roles.

If you want to make a custom report available only for some technicians and hide it from others, you can use the REQUIRED_OBJECT_PERMISSIONS custom report property, and list the objects on which the View permission is required.

For example, to make a report available only for those who have the permission to view Computers, Hardware, and Consumables, access the REQUIRED_OBJECT_PERMISSIONS custom property and enter the value as follows.

In this example, Computers, Hardware, Consumables are names of Alloy Navigator object classes, which are table names in the Alloy Navigator database.

NOTE: Reports with no REQUIRED_OBJECT_PERMISSIONS value are available for every technician who has the permission to run reports.

For correct names of Alloy Navigator database tables, refer to the Database Reference Guide. The document is available at the Alloy Support Portal. Alternatively, you can go to General > Fields > [Object Class] in the Settings App and view the Table value of any field.

Importing external report files

When you have a new external RDL report file, you can import it into Alloy Navigator.

IMPORTANT: Alloy Navigator supports only RDL Microsoft Report Builder files.

To import an external RDL report file into Alloy Navigator:

  1. Choose Reports from the navigation menu and open a desired report category from the Categories pane.

  2. Click New from the Module menu.

  3. Browse to an .rdl file and click Open. The new report appears in the Report List, its name is same as the name of the source file.