Supercharge your Proficy solution! Download a free trial of Proficy Operations Hub, CSense analytics, and more. Explore our Proficy 2025 releases!

Workflow IPI
Get Started
Tutorials
Orientation
Configure Your Environment
Security
Resource Information and Configuration
Data Administration
- Data Administration Introduction
- Electronic Signatures and Audit Trails
- Data Sources
- Archives
- Custom Property Types
- Transferring Workflow
- Reporting
  - Reporting
    Creating reports on data is an important part of any business and Workflow provides a reporting database for you to install that is specially designed to facilitate reporting and analysis. You can use any valid reporting tool with the reporting database and you have the flexibility to design your own ad-hoc reports.
    - Reporting Database Replication
      Workflow includes an option to install a reporting database. This database can be used with any valid reporting tool, and allows you to build ad-hoc reports on up-to-date data that you synchronize from your production database.
    - Default Reporting Schedule Editor
      The Default Reporting Schedule editor is used to configure a connection with your reporting database, and to configure the synchronization schedule between the production and reporting databases. Synchronizing the two databases allows you to run up-to-date reports on your data.
    - Reporting Datamart Tutorial
      - Install the Microsoft Reporting Services Samples
      - Configure the Microsoft Reporting Services Samples
        The following information guides you through the process of configuring Microsoft reporting services samples.
      - Verify the Microsoft Reporting Services Samples reports
      - Deploy the samples to a Microsoft Reporting Services Server
        The following information guides you through the process of deploying Microsoft reporting services samples.
      - Verify the deployment of the reports
        The following information guides you through the process of verifying report deployment.
      - View the sample reports using Report Manager
      - Create a Proficy client Display with the report
    - Post-Installation Checks for Reporting
    - Microsoft Reporting Service Samples Files
Forms and User Displays
Building and Configuring Workflows
eSOP
ActiveX Task Controls
Service Interfaces
Operator Task List in the Workflow Client
Best Practices

Install the Microsoft Reporting Services Samples

Before you begin

A reporting database must be configured before installation.

Procedure

Create a local folder to deploy the reports from.

Note:
For the tutorial, create the folder C:\PlatformDMReports.
Copy files from the server folder to the local folder.

Note:
Look for the report files in the folder: C:\Program Files\Proficy\Proficy Platform Reporting\SampleReports\Platform DMReports.
Review the Post-Installation Checks for Reporting after the installation completes.