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Make Reports Available to MinistryPlatform

Note: The instructions included here are for the MS Report Builder 3.0 (MSRB) authoring tool.
  1. In MinistryPlatform, go to System Setup > Reports. You can add an entry there and give the report the name you want to see inside the system. The report path is just the exact path to the report inside of SSRS with a slash at the beginning. So, if you upload an RDL called "My Report" into a folder called "My Custom Folder," the report path would be "/My Custom Folder/My Report" (spaces are totally permissible).
  2. At that point, you can add which pages you want into the sub-page of that report and they show up on that page. Also, understand that the reports are role-based, so you have to go into Administration > Role Reports and make sure the roles are set correctly. The roles are the same as the security roles, so all the security is wired in.
  3. When laying out the object within the report body (tables, matricies, text boxes, lines, and so on.) you must be careful not to make the objects wider than the width of the paper size and orientation of the report. If the report is too wide, the object runs over on to another piece of paper. One way to ensure this does not happen is to run the report and click the Print Layout button. This view indicates if the report fits on the page as expected.
  4. If you intend to save the file as a PDF file and then print it, some of the report properties must be set so the report prints properly:
    1. Open the report in MSRB. RIght-click in the main authoring background area (anywhere other than on the body of the report) and select Report Properties.
    2. Set the paper size, units, orientation, and margins. Make note of the paper width and left margins.
    3. Close the Report Properties window.
    4. Right-click any blank area in the body of the report page and find body Position property category. Expand Position and Size and make note of the Width property value.
    5. As the report prints, the report automatically set page breaks and print the report on one or more pages. In other words, the report height and top and bottom margins take care of themselves during the printing process. However, Adobe Reader does not make automatic adjustments to keep the report from being too wide. If the report is too wide, the report breaks between columns or it inserts blank pages. To avoid this, you must add the values of the right and left margins (from the report properties) and add them to width value of the body of the report. This total must be less than or equal to the width value of the report paper size.
      Note: For example, the image above shows the page is set to the Letter paper sized report with the Landscape orientation. So the total paper width is 11 inches. The right and left margins are each 0.5 inches. That leaves a total of ten inches on which the body of the report can be printed. The body width value is ten inches. So this report prints without printing blank pages. If the body value were anything higher than ten inches in this case, then the report width would "run over" on to other pages thereby printing blank pages in Adobe Reader.