Create or edit a report

From your locally installed SQL Server Report Builder, you can create or edit ad hoc Workforce Optimization reports.

You can view or delete reports from the WFO, Reports > Ad Hoc Reports page.

This topic provides high-level information about how to create a report using SQL Server Report Builder. For detailed information, see the Microsoft Report Builder documentation.

Saving reports

  • Private reports: Save in My Reports.

  • For Public reports in on-premises deployments: Save in the WFO/Adhoc folder.

Process for creating a report

When creating an ad hoc report, you perform each of the following major steps.

  1. Start SQL Report Builder and connect to the report server - Start the locally installed SQL Server Report Builder, and connect to the report server of your choice. The URL for the default SSRS instanced is displayed on the WFO Ad Hoc Reports page, in the instructions box.

    To connect to this report server by default in the future, add this URL in the Report Builder Options, Settings window.

  2. Create a data source.

    1. From the Data Source Properties window, General tab, select the following options:

      Use a shared connection or report model

    2. Click Browse to locate and select the data source you need. (Example: Workforce Management)

  3. Create a Dataset Query – Using Query Designer to create a query that pulls the data from the database for reports.

    1. To create a query, add a Dataset to the selected report package under Data Source. The data sources are in the WFO/models/<language> folder.

    2. On the Dataset screen, open the Query Designer to view Entities in a tree hierarchy, expand Entities to view related Entities and Fields, and create a query (potentially including filters and calculations). Save the Dataset containing the query.

    3. On the Dataset Properties dialog, set the Dataset Query Timeout to be 1800 seconds. This prevents a query running for too long.

  4. Modify Report Appearance – SQL Server Report Builder allows you to improve the layout of your report. For example, you can modify the title, add tables, and include headers and footers.

  5. View and Save the Report - When you are satisfied with the report, save it to the appropriate folder.

    When needed, you can access and edit reports in Report Builder.

Related topics 

Common date, time, and numeric formats

View a report

Delete a report

Deploy an ad hoc report (on-premises deployments)

Report parameters file

Assign access rights to individual reports

Interactions ad hoc and custom reports re-creation