Connecting to the RecordPoint Report Service in Report Builder

Owned by RecordPoint (Unlicensed)
Last updated: Dec 15, 2016
1 min read
 Article Contents

In order to run the Report Builder using RecordPoint Reporting Services you will have to connect a data source, this data source is created via the Report Builder. When you have a data source running in a project you will have to create a data set by adding the bellow XML for use by the RecordPoint Report Web Service.

Creating a RecordPoint Report Datasource

To connect to the RecortPoint Datasource:

  • Open Report Builder
  • In a Report, click 'Add a New Report to this Project'
  • In the Credentials tab, set the credentials for the Report
Note: The RecordPoint Report Service does not support anonymous connections, and requires to be run as a user with access to RecordPoint.
  • Name the Report Data Source
  • Enter 'XML' as the data source type
  • For the report service connection string, enter the following value:
    • SharePoint 2010 --http://<recordPointUrl>/_layouts/RecordPoint/Services/RecordPoint.SI.WebServices.ReportService.asmx
    • SharePoint 2013 -- http://<recordPointUrl>/_layouts/15/RecordPoint/Services/RecordPoint.SI.WebServices.ReportService.asmx
Note: You can view availible fields, operators, structures and some examples by navigating to the report service in a browser from a SharePoint Web Server

Creating a Dataset using the RecordPoint Report Web Service

To add a Dataset using the RecordPoint Web Service, in a project with an existing RecordPoint Data source:

  • Click 'Add Dataset'
  • Name the Dataset
  • Select 'Use a Dataset embedded in my report'
  • Select the existing Datasource
  • Enter the following XML into the Query text box:

<Query>

  <SoapAction>http://recordpoint.com.au/GetItems</SoapAction>

  <Method Namespace="http://recordpoint.com" Name="GetItems">

    <Parameters>

      <Parameter Name="recordType" Type="String">

        <DefaultValue>Record</DefaultValue>

      </Parameter>

    </Parameters>

  </Method>

  <ElementPath IgnoreNamespaces="true">*</ElementPath>

</Query>

  • Click OK to save the Report

The Dataset can now be used to generate a Report. Without any configuration, this will display all Records without any filtering.