Telerik Reporting is a powerful reporting engine built on .NET with lots of great benefits. One of these benefits is the Report Designers. From developers to report designers and stakeholders, Telerik Reporting is the tooling of choice for creating and designing beautiful reports. As a result, I have created this series to illustrate this.
This series covers a little of the past, a little of the present, and, most importantly, future opportunities. The later posts are more technical and are likely to contain some overlap. To skip ahead, use the links below or read along at your leisure.
Getting Started with the Desktop Designers in .NET (This Post)
As stated in part two of this post, well designed reports are just like any other piece of media. There is an art to creating them and reading them. Reports are meant to answer questions, communicate objectives, and evoke good or bad feelings.
This supports the concept of designing reports as an integral step in delivering reports to stakeholders. One could argue that the designer capabilities are the most important aspects of a reporting framework. This idea holds true for Telerik Reporting as well.
Report designers expect a reporting framework to be easy-to-use and understand. They expect that it is powerful enough to present their ideas as intended. From data inputs to end-user activity, a reporting solution needs to be capable of working within the design intent.
Although, to properly design a report in Telerik Reporting an understanding of the Report Lifecycle is critical. This understanding will empower the designer by providing a framework to work within. Let me briefly review the Report Lifecycle.
The Report Lifecycle in Telerik Reporting is composed of three steps. These are define the report, process the report and then render the report. The steps are sequential and build each other one after the other. To make changes in any step requires starting the lifecycle again. Let me provide an overview of the steps below.
Designing a report is the first step in the process. Each of the Telerik Report Designers fits into the First Stage of the Lifecycle. Having an understanding of the Lifecycle provides a solid foundation for designing Reports in Telerik Reporting.
The Desktop Designers have enabled developers to productively deliver reports using either our proprietary Standalone Designer or Visual Studio, with the Standalone Designer being the recommended tool. However, whichever designer tool is used, our Desktop Designers are stable, battle tested and well documented.
To illustrate this, we will review the provided demos in both the Standalone designer and the Visual Studio designer. In reviewing the demos, it will detail elements of designing reports in the Desktop Designers, like how to work within the designers, configuring them and integrating across designers.
The conceptual elements of Telerik Report Designers tools enable simple and visual design. To achieve this report designers can use the drag-and-drop, contextual feedback, wizards, and What-You-See-Is-What-You-Get concepts.
Drag and Drop is a common concept in design that is used in many designer tools. It enables the designer to select the tool or design element, drag it onto the design surface and edit the tool. This is ubiquitous with other concepts like snap to grid as well.
For contextual feedback, the UI will update upon selection of a specific element in the designer. For example, a TextBox has different properties than a DataSource and the properties window will update to accommodate these differences.
To ease the creation of complex reports, the designer tools include wizards. The most complex report items like the Graph, the various Data Sources, and Tables/Crosstabs can be created much more simply using the wizards. Wizards are commonly used for complex tasks.
The above concepts complement the designer's workflow by displaying the component exactly how it will look like in the report. This is known as What-You-See-Is-What-You-Get. In Telerik Reporting, it provides a live preview of image-based items like the Graph, Map, Barcode and PictureBox. It is very common with complex designers.
The Desktop Designers share similar UI elements. These are slightly different because they interact with different file types. For example, the Standalone Report Designer uses a proprietary XML definition, and the Visual Studio Designer uses C# or VB.NET classes.
During this section we will review the designer elements across each designer. It makes sense to separate them into different sections. The sections that overlap include the Design Surface, the available components, and the Report, Data, Group, Properties explorers.
The Standalone Report Designer is a separate application that uses the Reporting Engine to package an XML definition. It is a simple .EXE file that runs in Windows like other desktop applications. Let us start with reviewing how to create reports.
Creating new reports is like any other Windows application. Run the Standalone Report Designer from the Start Menu and select new like the following screenshot.
After selecting a new or existing report, this will open the report into the design surface. Below is a screenshot after opening the sample Dashboard.trdp file.
The toolbar contains a tab menu in the application ribbon, and the tabs are contextual by component or view. They are the Home, Insert, Data and View tabs along with a contextual Tools tab. Let us review them next.
The Home Tab includes the view mode, clipboard, format, layout, and border controls as indicated in the following screenshot.
The Insert Tab is where components can be inserted into the report. The tab is broken up into the following groups and accompanying screenshot.
The Data Tab allows the designer to insert a data component. The available data components are shown in the following screenshot.
The View Tab enables the designer to toggle view panes within the application. The following screenshot display each as toggled on.
The Tools Tab appears based on the current selection and provides the most used tools for the selected report item. It can be seen on the screenshot below when the Graph is selected and a green-ish new tab titled “Graph tools” appears at the end of the tab menu.
The primary process for adding components in the Standalone Report Designer is to use each tab described above, select an item, and place it directly in the Design Surface. Then the designer can drag and drop the component as well as use the Report Explorer to edit its properties.
The Report Explorer provides a hierarchical view of every component in the Report. Note the tree-view in the following screenshot.
The Report Explorer is an excellent tool for selecting components in large complex reports. Additionally, the UI contextually updates. For example, upon selecting an item in the Design Surface the item will highlight in the Report Explorer and the Properties Explorer will update accordingly.
The Properties Explorer is the most contextual element of the designer. As previously articulated and indicated in the next figure, when items are selected through the Design Surface or through the Report Explorer the Properties Explorer will also adapt. However, this is also used to create Expression Bindings, Filters and/or Style Rules, among others, if the component supports it. Also, upon selection the components that provide live preview will also update their design-time representation when their properties are changed through the Properties Grid.
The Data Explorer describes the selected data source. Rather, the data source that is available for the component. This means the Report Data Source or the selected Data Source. To add a data field to a report data item, the field can be selected from the data explorer, dragged, and then dropped on the report item.
Every Data Item Component, Report, Table/Crosstab/List, Graph and Map, in the report can use groups. These are displayed in the Group Explorer. Groups are named sets of data that are bound to a Data Item. The following screenshot illustrates the location of the group explorer in relation to the entire UI.
The previous section previews the user interface with the Standalone Report Designer. The other desktop designer is the Visual Studio Designer. Let us review it next.
The elements of the Visual Studio designer UI and the Standalone Report Designer share the same UI elements. For example, each have the Group Explorer, Data Explorer, etc. The difference is the process for accessing them and adding components to the design surface. In the next section, we will review accessing the same sections and adding components to the design surface. Let us start by creating reports.
In Visual Studio, the Reports are created using the Report Class Library Project and Report Item templates. The project is a class library, and the report is a class type definition as opposed to an XML definition in the Standalone Report Designer.
First, create a Report Library project through the add new project wizard in Visual Studio.
Next, add a new Report Definition through the add New Item wizard in Visual Studio.
The Visual Studio Designer has a design surface like the other designers. It includes a view mode to preview the report in various ways.
The Toolbox in Visual Studio is where the designer can select the components for the report. This includes every Report Component available.
The view editors include the Report Explorer, the Properties Explorer, the Data Explorer, and the Group Explorer. These provide the same functionality as the Standalone Report Designer except opening them is slightly different.
To view them, right-click anywhere in the design surface, select view and then select the appropriate editor. This is described in the following screenshot.
The Visual Studio Properties Explorer works contextually as with the other designers. It is the Properties window in Visual Studio and when certain components are selected it will adapt to the selection.
That concludes the elements that make up the desktop designers. It should display the various elements and what they do. Additionally, it should articulate the minor differences between the two interfaces. The next section will review the available tools.
To aid in designing reports, several tools are included that make report design simpler and easier. These are our Report Wizards, Data Source Wizards and View Modes. Let us review those next.
Our Report Wizards enable designers to quickly create common reports with ease. Many of the common reports are the Band Report, the Label Report, the Invoice Report, and the Product Catalog. Let us review how to access them below for each desktop designer.
In the Standalone Report Designer, select the File Menu and then the New tab as shown in the following screenshot.
In the Visual Studio Designer, use the Add New Item dialog and select the new Report Wizard Template as seen in the below screenshots.
For some, connecting to data is a daunting task. The data source wizards will walk the designer through creating a data source for the most common data sources. There are many common data sources. Next, we will review how to start the wizards for each desktop designer.
In the Standalone Report Designer, the data tab displays each data source. Selecting one and clicking in the Report Designer will start the wizard.
The Visual Studio Designer uses a similar approach to accessing the data sources. Select them from the toolbox and then select within the Report Designer. A nice feature with the wizards is that the process is chained. For example, if you start a Report Wizard that would create a Graph or Table, initially it would start with the DataSource Wizard so you will connect to the data and then continue with the actual Graph/Table Wizard that will use the data you just configured.
View modes are different ways of viewing the report design. It can be in the designer view and preview view. The designer view provides a what-you-see-is-what-you-get view, and the preview provides a view of the rendered report.
The Standalone Report Designer uses a toggle button to enable preview or design. Additionally, it can preview reports using HTML5 preview when connected to a Report Server. This allows users to see how the report will look when previewed in the Report Server viewer.
The Visual Studio Report Designer uses tabs and they are in the design surface. The Visual Studio Designer view modes add the HTML View as well.
This has been an overview of the desktop designers. We reviewed the methodologies used, the UI elements and the various tools available to aid designers in their workflow. These are the basic features of the designers, however, there are more advanced features that should be reviewed as well.
Up to this point, we have discussed basic usage in our desktop designers. As with any software there are more advanced functionalities. This includes concepts like templates, configuration, extensions, and a more recent addition .NET Core support. Let us begin with the Standalone Report Designer templates.
Report templates are a powerful tool that can be used to create a series of standardized reports. Elements like headers, footers, logos can be identical across reports. To create a report template, use the File Menu and select Export Template as shown in the following screenshot.
There are two areas for configuration in the Standalone Report Designer. These are the the user level, better known as options, and the application level. Getting to the Options is very easy.
The options are available in the file menu as a separate tab. It includes a default language, default working directory and data connections. The options are self-explanatory except the default language dropdown. The available languages in the language’s dropdown depend on the available resource files. This option forces the designer to load the desired language Report Designer resources. The following screenshot illustrates the options.
The application configuration is available in the default installation folder adjacent to the application executable. This is illustrated in the following screenshot.
Below is an example configuration which includes several important sections. These are the connection string, default working directory, assembly references, a Trace Listener and an additional DbProvider.
The connection string section lists data connections available to the application. These will be shown when using the data wizards.
The default working directory is the location that is opened when an end user selects open from the file menu.
The assembly references section is used to extend the designer. More specifically, when using the ObjectDataSource the class library that it is bound to is referenced here. Additionally, if a class library contains many custom functions it would be referenced here as well.
At times, there will be a need to debug custom assemblies used in the application and a Trace Listener is a .NET capability that is also available in the Standalone Report Designer.
When adding new database providers to the Standalone Report Designer, the DbProvider section is used. The previous example shows SQLite.
The above configuration sections enable the Standalone Report Designer to have the same capabilities as the Visual Studio Designer. Because of the designer application the designers require different configuration. Let us review the Visual Studio Designer configuration next.
The Visual Studio Designer requires less configuration because it is closer to the framework than the Standalone Report Designer. When using the Visual Studio Designer, it is a class library which uses an app.config for configuration settings and the Visual Studio environment which has a separate configuration, the devenv.exe.config. Let us review configuration for each section next.
This is done in the app.config when using shared connections. It will also cover adding a new DbFactory since Visual Studio includes many different connection capabilities.
Since the report is in a class library accessing other class libraries is as simple as adding a project reference. An example of this could be a shared configuration class library that is used between the Reporting Class Library and the hosting application.
For adding the TraceListener to troubleshoot the reporting engine, use the Visual Studio environment configuration. It is important to understand that for the hosting application, the TraceListener would be in the app.config. The location of the 2019 Visual Studio Environment Configuration is illustrated in the following screenshot.
The above sections are relevant to both designers and handled differently as described. The other sections missing in the Visual Studio Designer are not necessary and do not require additional configuration. The next advanced concept is .NET Core Support.
It is important to understand which report designers support .NET Core. The main issue is reports built in the Visual Studio designer.
At this time, the best approach for using reports that were built in the Visual Studio designer is to convert them to .trdx/.trdp definition files. However, we do have a temporary workaround for achieving design-time support. if the goal is to programmatically generate reports and there is no need for design-time support, then the class report could be used.
This wraps up some important information about advanced topics in the desktop designers. We reviewed the various configuration options in both the Standalone Report Designer and the Visual Studio Designer as well as which designer supports .NET Core. Next is a brief overview of using reports across the designers.
Since we have several designers it may be confusing which report designer should be used and with what designer. Currently, we are focusing on the declarative (.trdp/.trdx) definition because it is the most flexible across our report viewer hosting applications. However, we still support and find acceptable uses of the Report Class definition. Quickly, let us review which designer supports each.
The declarative definition is built in the Standalone Report Designer and the Web Report Designer. This provides the most flexibility for a report designer. It enables designing reports on the desktop and the web.
The C#/VB.NET Report Class definitions can only be used with Visual Studio. Additionally, at the current time, design-time support is only supported with the .NET Framework as .NET Core support is coming. With these different design definitions, it is possible to use them across the different designers through import.
For the case of importing reports designed using the declarative designers into the Visual Studio Designer, the Visual Studio Designer includes an import report wizard which can be used to convert declarative definitions into a Report Class definition. For details on this see the documentation article, How to import reports created with the Standalone Report Designer.
In the case of importing reports designed using the Visual Studio Report Designer into the Standalone Report Designer or the Web Report Designer, the steps are straightforward with the exception of when using an external assembly for an ObjectDataSource.
For a thorough article that describes How to Import Reports Created with the Visual Studio Report Designer refer to the documentation. However, in the case of external assemblies, add the assemblies to the Standalone Report Configuration like in the Extending the Standalone Report Designer section.
This concludes the Report Designer series. In this post we reviewed designing reports by discussing methodologies used, UI elements and available tools. Next, we review the advanced concepts through configurations in the desktop designers. Finally, we review working across the various designers.
I hope that you enjoyed a more detailed review our desktop designers. For simplicity, I tried to keep the format of the last two posts similar. Overall, I hope that everyone gains a greater understanding of all our designer tooling. If you ever have any questions, I’m always happy to help.
Telerik Reporting is a complete, easy-to-use, and powerful .NET embedded reporting tool for web and desktop applications that support: ASP.NET Core, Blazor, ASP.NET MVC, ASP.NET AJAX, HTML5/JS, Angular, React,Vue, WPF, WinForms. Also available as a part of our Telerik DevCraft Complete bundle, Reporting allows you to create, style, view, and export rich, interactive, and reusable reports to attractively present analytical and any business data. Add reports to any business application through report viewer controls. Export the ready reports in more than 15 formats. Download a FREE trial today.
Eric was a Technical Support Engineer at Progress.
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