How to add .rdl report to NCS Reporting Interface

How to add .rdl report to NCS Reporting Interface

Introduction
The purpose of this article is to give an overview on how to add .rdl report to Nixxis Contact Suite (NCS) Reporting Interface, and includes the detailed basic steps/required settings to: 
 
1. Upload the .rdl file to the SQL Reporting Server. 
2. Edit the parameters of the report. 
3. Name the report. 
4. Configure the parameters of the report. 
5. Configure the data source. 
6. View the new report on NCS. 

1. .rdl file upload
1.1.  Upload the .rdl file to the SQL Reporting Server. 
a. Access the SQL Server Reporting services web portal   
b. Open the folder Nixxis reports 

c. Click on Upload 

d. Browse for the .rdl file on your PC and click on Open 
The new report will appear in the list of reports. For example, here the report AgentStatutsReport.rdl has been uploaded 

2.    Report parameters 
2.1.  Editing parameters 
a. Edit the parameters by clicking on the 3 dots on the report and click on Manage. 



2.2. Naming the report 
a. Click on Properties on the left side and set the name of your report. 


b. Click on Apply. 
2.3. Parameters configuration
 a. Click on Parameters on the left side and configure the parameters. 
For this example, we need to change the Visibility of the field user from Internal to Visible. 


b. Click on Apply to save changes. 
2.4. Data sources configuration
 a. Click on Data Sources and configure the data source based on your environment. 


Those are the basic settings needed for a report to work. If need be, you can specify any other parameters available on this configuration page.(Caching, Security, etc). 

3. Viewing the report 
3.1. NCS Reporting Interface 
a. Open the NCS client. 
b. Go to the Reporting Tool. 
c. The new report will be visible in the list. 




    • Related Articles

    • [Installation] - NCS v3.x - Installation and configuration procedure

      Introduction The purpose of this document is to guide you through the installation and the configuration process of Nixxis Contact Suite V3.x Application Server. 1. Prerequisites General prerequisites: Important to make sure prerequisites are ...

    • How to externalise Administration and Reporting applications

      The purpose of this article is to explain how to externalise the “Admin” and “Reporting” application. This allows to move CPU intensive administration loading and report compilation on a remote application server. In the steps below, the assumption ...

    • [Installation] - NCS v3.x - Procédure d'installation et de configuration (FR)

      Introduction Le but de ce document est de vous guider à travers le processus d'installation et de configuration du serveur d'application Nixxis Contact Suite V3.x. 1. Prérequis Prérequis généraux : Il est essentiel de vous assurer que les prérequis ...

    • Reporting Module V3.0

      Introduction The purpose of this article is to describe the available settings for the statistics module. Interface Access Once the application is started, choose via the module selector, the statistics tool interface. Home Page There are several ...

    • Administration - Activity - Data filters

      Introduction In NCS (Nixxis Contact Suite), data filters are used to define specific criteria for selecting and filtering data within the system. They allow you to retrieve and manipulate data based on certain conditions, helping you to focus on the ...