About Report manager
How do I create a new report? There are two ways to create a new report: Use an existing report as a starting point – if you just want to add a few additional columns to a report already provided. Create a new report from scratch – if an existing report doesn't cover what you require at all.To create a new report, follow the appropriate instructions below.Use an existing report as a starting point Open Practice Manager. Select Report Manager from the left-hand menu. Double-click on a report similar to the one you require. Select Report Information from the left-hand menu. Rename the report. Click on Continue through the wizard and edit the options to suit. Click on Finish and Save. To run the report, return to the Report Manager list, click on the report and select Run Report on the left.Create a new report from scratch Open Practice Manager. Select Report Manager from the left-hand menu. Select New Report from the left-hand menu. Select the type of report you want to create from the drop-down menu: Task – a report of tasks created within Work Management. Job - a report of jobs created within Work Managment Services - a report on services Client – a report of client information Tax / Accounts / VAT / Company Secretarial and GDPR Consent Work Statuses – a report of statuses set within Practice Manager. AML Work Statuses Select a report category from the drop down or click on Create New Category to add one. Click on Continue through the wizard and edit the options to suit. Click on Finish and Save.To run the report, return to the Report Manager list, click on the report and select Run Report on the left.
Key features of the Report manager that are enabled through these drivers include:
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Dynamic based on the locale of the consoleReport contents: dynamic based on the locale of the consoleWhen you install a reporting services point on a site without language packs, the reports are installed in English. If you install a language pack after you install the reporting services point, you must uninstall and reinstall the reporting services point for the reports to be available in the appropriate language pack language.For more information, see Language packs.File installation and report folder security rightsConfiguration Manager does the following actions to install the reporting services point and to configure Reporting Services:ImportantThe site does these actions in the context of the account that's configured for the SMS_Executive service. Typically, this account is the site server local System account.Install the reporting services point site role.Create the data source in Reporting Services with the stored credentials that you specified in the wizard. This account is the Windows user account and password that Reporting Services uses to connect to the site database when you run reports.Create the Configuration Manager root folder in Reporting Services.Add the ConfigMgr Report Users and ConfigMgr Report Administrators security roles in Reporting Services.Create subfolders, and then deploy Configuration Manager reports from %ProgramFiles%\SMS_SRSRP on the site server to Reporting Services.Add the ConfigMgr Report Users role in Reporting Services to the root folders for all user accounts in Configuration Manager that have Site Read rights.Add the ConfigMgr Report Administrators role in Reporting Services to the root folders for all user accounts in Configuration Manager that have Site Modify rights.Retrieve the mapping between report folders and Configuration Manager secured object types. Configuration Manager maintains this map in the site database.Configure the following rights for administrative users in Configuration Manager to specific report folders in Reporting Services:Add users and assign the ConfigMgr Report Users role to the associated report folder for administrative users who have Run Report permissions for the Configuration Manager object.Add users and assign the ConfigMgr Report Administrators role to the associated report folder for administrative users who have Modify Report permissions for the Configuration Manager object.Configuration Manager connects to Reporting Services and sets the permissions for
