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FirmFocus Report Installation Instructions
The *.RDL file needs to be placed on your SSRS server. The only mandatory step is to point the report to your Expert Database.
- Upload the SSRS report (RDL file) to the desired folder on your SSRS Server
- Right Click on the report (or click the 3 dots at the top right of the report tile) and select Manage.
- Click on Data Sources. Select your Expert Prod data source. Click Apply.
- Your report will now run, connected to your Aderant Database.
- First, select the report you would like to install on the FirmFocus Website. Download the file to your device (laptop or PC). This will initiate a download in your browser for a zip file containing the report.
- Extract the RDL file contained in the zip file that you downloaded.
- Look at your Aderant Expert Administration > System Environmental Settings for the location of your Report Server URL
Example: https://ssrs.yourfirm.expertsierra.com/ReportServer/ - Replace ReportServer with Reports and navigate to the site via browser
Example: https://ssrs.yourfirm.expertsierra.com/Reports/browse/PROD/Reports - Navigate to the location where you would like to publish the report. If you would like to create a custom folder, create one now.
- Upload the SSRS report (RDL file) to the folder you selected in Step 5.
- Open the settings by clicking Manage Report
- Click on Data Sources. Select your Expert Prod data source.
- Click Apply.
- Click the report name at the top of the screen (or navigate to the report via URL).
- The report should now run. If you receive an error, please see our troubleshooting guide.