Adding external reports to Surround SCM

Adding external reports to Surround SCM gives you the ability to open an external report viewer from Surround SCM to view reports stored in reporting services, such as SQL Server Reporting Services or Crystal Reports.

An administrative user or another user with high-level security permissions is responsible for configuring external reporting services and security before you can add external reports.

1. Choose Tools > Reports.

The Reports dialog box opens.

2. Click Add.

The Select Report Type dialog box opens.

3. Select the reporting service as the report type and click OK.

The Select External Reports dialog box opens with a list of available reports.

4. Select the report to add.

To select more than one report, Ctrl+click each report.

Click Create to create a report in the external reporting service. You can only create reports if an external reporting client plug-in that supports report editing is installed. Ask your administrator for help.

5. Click Add.

The report is added. See Running reports for information about running reports.

By default, external reports are private. You can edit the report name, sharing settings, and output format after the report is added to Surround SCM. See Editing reports.