About this Guide

This guide describes the out-of-box reports included in the Tenrox application, starting from Tenrox 2011 R1 and later. From the menu bar, click Reports to display a list of all the existing reports. To generate a report, set the parameters for the selected report and then click the Preview link to view the report.

After a report is generated, it can be exported to another format, such as Excel, PDF or Word, as well as printed. The set of parameters that are displayed for each report can be either displayed or hidden by clicking the Show Parameters or Hide Parameters link respectively.

The reports are classified by category under the following tabs:

• Reports: displays all reports currently available in the system, excluding the application reports
• Application: displays all application reports in the system; logged users require Modify rights to the Application Reports component in their security profiles to view the Application tab

The Reports tab displays all the reports currently available in the system with the exception of the application reports. From the Reports tab, the following folders containing the out-of-box RDLC reports are displayed:

• Budget Folder
• Charge Folder
• Cost Folder
• Cost and Revenue Folder
• Expense Folder
• Financial Folder
• Invoice Folder
• List Reports Folder
• Overtime Folder
• Portfolio Folder
• Project Folder
• Project Management Folder
• Purchase Order Folder
• Resource Management Folder
• Revenue Folder
• Timesheet Folder
• Work Process Folder

For more information click here.

The Application tab displays all application reports in the system. From the Application tab, the following folders containing the out-of-box RDLC reports are displayed:

• Expense Folder
• Expense Payable Batch Folder
• Group Scheduling Folder
• Invoice Folder
• Project Scheduling Folder
• Purchase Order Folder
• Purchase Payable Batch Folder
• Requisition Order Folder
• Timesheet Folder
• Work Process Folder

For more information click here.

This section provides the instruction for creating the custom RDLC reports in Tenrox. The creation of the RDLC reports consists of the following steps:

• Verifying the Server Requirements
• Designing the SQL Queries
• Creating the Stored Procedures in the Database
• Designing RDLC Reports in Visual Studio
• Creating New Reports in Tenrox

For more information click here.

This procedure describes how to design the RDLC reports in Microsoft Visual Studio 2008. The design of the RDLC reports consists of the following steps:

• Creating Report Applications
• Setting up the Connection to the Tenrox Database
• Linking Reports to Stored Procedures Using Dataset Objects
• Designing and Formatting the RDLC Reports
• Defining the Stored Procedure Parameters in the Reports

For more information click here.

• "Ad Hoc UDF Reporting" allows the automatic addition of User Defined Fields to the Ad Hoc views.
• "Improved Date Parameter Filter for Ad Hoc Report"allows the date parameter/filter to be left blank on designing an Ad Hoc report, thereby forcing the selection of a date parameter as no pre-set will be provided.
• "Filtering with the IN Operator and Special Characters" allows the use of the IN operator when any of the multiple Filter Parameters contain either single or double quotes.

For more information click here.

• "Downloading RDLC Report File"
• "Reference for Viewing, Printing and Zooming Capabilities Based on Browser"

For more information click here.