Importing Reports

Most of the system’s reports are provided by ePS as default, but iQuote allows the user to import customized reports according to his own needs. Those reports can be included as MRS or RDL files. This guide describes the necessary steps to import both MRS and RDL report files.

 

MRS Files

The user is required to have enabled the following access options for importing MRS files into the system:

EPS > ADMINISTRATION > REPORTS > REPORTING SERVICE

Note: MRS files are imported one by one and cannot be edited.

 

In the system’s main menu, click Administration > Reports > Reporting services > Insert reports or enter "insert reports" in the Quick Search field. The following screen will open:

Click the paper clip icon (marked in red, in the image above) to access your computer’s files.

Double click the appropriate .mrs file.

Click Save.

Note: After adding a report a new entry is created in the Access control; and it is disabled by default. Prior to using the new report, it is necessary to enable it.

 

 

RDL Files (projects)

The user is required to have enabled the following access options for importing RDL files into the system:

EPS > ADMINISTRATION > REPORTS > REPORTING SERVICE > PLANNER > REPORTS

Note: The New and Edit buttons are used for default system reports. For customized user reports use Insert User Report and Edit User Report.

 

Importing RDL file reports

In the system’s main menu, click Administration > Dictionary > Reports or enter "report" in the Quick Search field.

Click More actions > Insert User Report. The following screen will open:

Fill in the Title field with the appropriate report name.

Click the drop down menu at Report Type for selecting if the report will be imported in a menu or in a context (such as a Job).

Note: The Object option is out of use

Under Files, click New.

Click the paper clip icon (marked in red, in the image below) to access your computer’s files.

Access the folder containing the report’s project files

One by one, add all the Report Definition Files in this folder:

Click Confirm.

Note: After adding a report a new entry is created in the Access control; and it is disabled by default. Prior to using the new report, it is necessary to enable it.

 

Editing RDL file reports

Note: Differently from the MRS files, the RDL report files can be modified and changed afterwards.

 

In the system’s main menu, click Administration > Dictionary > Reports or enter "report" in the Quick Search field.

Select a report and click Edit User Report. The following screen will open:

Delete and add files as needed

Click Confirm.

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