Symbio Reporting - Configuration

Requirements

Reporting Connector & Console are already set up.

Configuration

Report Pool

In Symbio follow these steps to create and configure a report pool:

  1. Login as an admin user to the sysadmin collection
  2. Switch to External systems
  3. Select type Report pool and name your new report pool appropriately
  4. Edit the settings of the new report pool as described below

Setting Meaning
Service endpoint url Enter the URL of the connector service as noted during its setup.
Authentication token Enter the security:authToken that was defined in the connector service's settings.
Administrative connection string Enter a connection string to the ODS database that allows full access to the database.
Rea-only connection string Enter a connection string the the ODS database that allows read-only access to the database.
SSRS enabled Mark this checkbox if you want to support SSRS reports with this report pool.
Power BI enabled Mark this checkbox if you want to support Power BI reports with this report pool.

Connecting a storage to a report pool

In Symbio follow these steps to connect a storage to a report pool:

  1. Login as an admin user to the collection where the storage is located
  2. Switch to Storages
  3. Select the storage to connect to a report pool
  4. Select the desired report pool from the drop down

This will trigger the creation of reports in Symbio (if at least one of SSRS or Power BI has been enabled on the pool, and the workspace contains reports to link to).

Activating reports in a storage

In Symbio follow these steps to activate reports in a storage:

  1. Login as an admin user to the storage
  2. Switch to the admin area of the storage
  3. Select Reporting under Configure
  4. Select the report that should be activated and the mark the Activated checkbox

The report is now available in the reporting dropdown: