Viewing Custom Reports from SQL Reporting Services

FileHold comes with some out-of-the-box standard reports. However, FileHold uses the Microsoft® SQL Server Reporting Services reporting tools that come standard with Microsoft SQL. This tool allows FileHold customers to generate their own reports using a standard supported reporting platform.

Customers are responsible for configuring, setting up, and maintaining SQL Reporting Services and integrating it with FileHold.

FileHold technical support will only provide documentation on how to integrate them. Customers report that setting up this takes between 20 and 60 minutes if you are a competent IT / SQL administrator.

FileHold Systems does not provide support as part of FileCare for Reporting services unless paid for as part of consulting. FileHold has this policy, because SQL Reporting services can be a very open ended process that involves creating custom reports as well as setting up SQL reporting services and related security settings. However, we have provided the ability to integrate the report(s) within the FileHold Desktop Client and done other things to make this process as straightforward and easy as possible.

FileHold professional services can help write custom reports for customers requiring Microsoft SQL reports for a fee. Contact [email protected] for more information on contracting the FileHold professional services team to write a custom SQL report for your organization to use with FileHold.

Microsoft® SQL Server™ Reporting Services is a complete platform for creating, managing, and delivering reports from a variety of data sources. Once the report is developed and tested, it can be deployed to the Microsoft® SQL Report Server and be viewed in the following different ways:

  • In the FileHold Desktop Client or Web Client to specific FileHold users / groups.

  • Via the SQL Server Reporting Services Home Page. Once on the home page users can navigate to the FH Reports folder and select a report to view.

Viewing FileHold Reports

You are able to see the reports in the Library tree if the feature has been enabled and you have the correct permissions.

There are two sample reports that can be configured using these instructions:

  • Library List Report — Displays the contents of a Cabinet.

  • System Activity Report — Displays all the logon activities of users.

To view reports in the Library

  1. In the Library, go to Reports > FileHold Reports.

Document management software reports

  1. Select a report from the list and click Show Report. Alternatively, go to View > Report Viewer. The Report Manager opens in the Report Viewer pane below.

  2. Select or enter the parameters you want to be shown in the report and click View Report. The report results are shown.

  3. You can now export the report into a XML, CSV, PDF, MHTML, Excel, Tiff, or Word file.

Document Management reports