Edit and customize SSRS reports using Portal
Settings.
Some modules, including Checklists, Performance
Reviews, Applicant Tracking, and Onboarding, allow the module administrator to modify
printouts for specific templates, as described in the following steps. For all other
modifications, you must be a System Admin.
Important: Modifications to SSRS reports must be made with Microsoft Report Builder version
2014 or earlier.
Select Admin > Portal Settings.
Select the check box for Show Advanced Settings at the
top of the page.
Note: Most SSRS report settings fall under advanced settings.
In the Search box at the
top of the page, search for the SSRS report. For example, enter
rdl or SSRS in the
Search box. You can also check settings by
module.
Note: If a report does not have an associated portal
setting, it cannot be modified.
Select the More button
for the report, and choose an option:
Upload
New Report: Replace the existing SSRS report. The new
report cannot have the same name as the current report template.
Download Report Template: Download the default SSRS
report for the current module. You may want to use this option to modify
an existing report. Download the template, make your changes, and save
the report with a new name. Then upload the new version.
Delete
Report (displays only for reports that have been
overridden): If you have already overridden the portal template with a
revised report, use this option to remove that revised version. The
portal will then revert to the original report template.