Procedure: How to Create an SQL Report From an External .sql File

After you launch the Report Wizard, you can begin to create your SQL report procedure.

Note: If you choose to create a new SQL report using the shortcut menu in the Environments Tree panel, you will skip the first screen of the Report Wizard. You will not have to specify whether you are creating a report or SQL report. You will instead be brought to the Report Wizard - Choose location for the new SQL Report window, with the location for your report already selected.

  1. Click Create SQL Report.

    The Report Wizard - Choose location for the new SQL Report window opens.

  2. Select a location for your SQL report and click Next.

    The SQL Report Wizard - Welcome window opens.

  3. Click the Included from an external ‘.sql’ file option. This enables you to browse and select external procedures that exist in the repository of the project.
  4. Click Next. The SQL Report Wizard - Data access information window opens.
  5. In the Select the database engine area, select a database from the drop-down list.
  6. In the Select connection area, choose a connection from the drop-down list generated from the engine you selected.
  7. Click Next. The SQL Report Wizard - Include external SQL file window opens.
  8. Click Browse to select an external SQL file name or type the external SQL file name in the field.

    Optionally, you can run with limited records by clicking Run SQL. By default, the Run with limited records check box is selected so you can test your procedure with a read limit if the engine supports it. There is a field box next to the check box in which you can enter the number of records to be read. 100 is the default limit.

  9. Click Next. The SQL Report Wizard - Summary of SQL options window opens. Review your options and click Next, which opens the Report Wizard - SQL Data Source window.
  10. Navigate to where you want to create the new procedure.
  11. In the Enter a Procedure Name field, type a name for the SQL report.

    Note: Typing a procedure name is not required to create a new report. If you do not type a procedure name in the Enter a Procedure Name field, a default procedure name will be provided until you save the procedure.

  12. Click Select Styling if you want to edit the style sheet for the report.
  13. Click Finish.

    The InfoAssist canvas opens. You can now add data to your report and format the data using the tabs on the ribbon.