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New Linked Report Page (Report Manager)

Use the New Linked Report page to create a linked report. A linked report is a report with settings and properties of its own, but links to the report definition of another report. Linked reports are useful when you have a base report that you want to vary for specific groups or users; for example, a regional report that returns different data based on a regional code that you specify as a parameter. A linked report is typically created from a parameterized report when you want to vary and then save different parameter values with each report instance. However, you can create a linked report from any report to which you have access.

A linked report can have its own name, description, ___location, parameter properties, report execution properties, report history properties, permissions, and subscriptions. However, a linked report must use the data source properties and layout of the base report that provides the report definition.

Use the following procedures to navigate to this ___location in the user interface (UI).

To open the New Linked Report page from the Contents page

  1. Open Report Manager, and locate a report for which you want to create a linked report.

  2. Hover over the report, and click the drop-down arrow.

  3. In the drop-down menu, click Create Linked Report.

To open the New Linked Report page from the General properties page of a report

  1. Open Report Manager, and locate a report for which you want to create a linked report.

  2. Hover over the report, and click the drop-down arrow.

  3. In the drop-down menu, click Manage. This opens the General properties page for the report.

  4. In the item toolbar, click Create Linked Report.

Options

  • Name
    Specify the name of the linked report. A name must contain at least one alphanumeric character. It can also include spaces and certain symbols. However, you must not use the characters ; ? : @ & = + , $ / * < > | " or / when specifying a name.

  • Description
    Type a description of the report contents. This description appears in the Contents page to users who have permission to access the report.

  • Location
    Specify the folder path that contains the report. By default, linked reports are created as siblings to the base report. Click Change Location to put the linked report in a different folder.

  • OK
    Click OK to save your changes and return to the General properties page of the base report.