Report Setup: Report Server

In the Main Menu, click Setup, Reports. Or on the Standard Reports window click Setup in the upper left. Open the Report Server tab.

A report server can be useful to large offices to prevent lockups and slowness in a live database. Currently the report server can run the following Reports:

Setting up the Report Server

There are two connection options:

Note: Always keep the report server database up-to-date so reports are run on current data.


Check Use separate reporting server to enable the connection settings.

Enter the connection credentials for the desired connection method (see below).

Click OK to save.

To set up the report server:

Direct Connection

Middle Tier, URI: If you do not know your URI, see Middle Tier Troubleshooting for help.

Note: When connecting via Middle Tier, the credentials of the logged on user are used to access the database.