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How to Set Up a Report Dashboard

- J.D. Meier, Jason Taylor, Alex Mackman, Prashant Bansode

Modify the team project Microsoft® Office SharePoint® portal site in order to create a report dashboard that enables you to display a variety of project information in one location.

For example, a useful reporting dashboard could contain the following reports:
  • Remaining Work
  • Quality Indicators
  • Bug Rates
  • Project Velocity

You can add new reports to your SharePoint portal page by adding a Report Viewer Web Part for each report you want displayed on the page.

To modify the team project portal and create a reporting dashboard
  1. Install the Report Viewer Web Part on your report server by using the stsadm.exe tool and, both of which are included with SharePoint and the Report Services installation package.
    1. STSADM.EXE can be found in the following path: C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\BIN
    2. RSWebParts.Cab can be found in the following path: C:\ Program Files\Microsoft SQL Server\90\Tools\Reporting Services\SharePoint
    3. Example: STSADM.EXE -o addwppack -filename "C:\ Program Files\Microsoft SQL Server\90\Tools\Reporting Services\SharePoint\" -globalinstall
  2. In Team Explorer, right-click your project.
  3. Click Show Project Portal.
  4. Click Modify Shared Page.
  5. Point to Browse and click Add Web Parts.
  6. Click Virtual Server Gallery.
  7. In the Web Part List, select Report Viewer.
  8. Click Add.
  9. Enter the Report Manager name, such as http://<report server>/reports.
  10. Enter the path for the report you want to display, such as <my project>/Quality Indicators.

Additional Resources

Last edited Jul 25, 2007 at 10:48 AM by prashantbansode, version 1


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