Enterprise Reporting System
Enterprise SQL Server Reporting Engine & Analytics Suite
📋 Table of Contents
1. System Overview

The Enterprise Reporting System is a high-performance web enterprise reporting platform built on ASP.NET Core (.NET 9.0) and a modern responsive Single Page Application (SPA) frontend.

It connects directly to Microsoft SQL Server databases to execute stored procedures and analytical views dynamically, rendering interactive tabular grids, visual analytics charts, drill-down sub-reports, and automated email attachments in Excel (.xlsx), PDF, or CSV formats.

2. User Roles & Security (RBAC)

The system enforces strict Role-Based Access Control across three distinct user roles:

Role Permitted Features & Scope Access Level
👑 Admin Full system control: Database Connections, Report Definitions, Database Explorer, Ad-Hoc Designer, Automated Schedules, User Management, SMTP Settings, and Report Viewer. Full Administrator
⚡ Super-User Manage Automated Schedules, Create & Edit User Accounts, and View Authorized Reports. Restricted from SQL connection changes or schema alterations. Operations Manager
👤 User Standard Report Viewer only. Can execute assigned reports, filter records, view visual charts, and export Excel/PDF files. Report Viewer
3. Report Viewer & Interactive Features
3.1 Selecting & Running Reports

Select any report from the left navigation sidebar menu. The parameter panel dynamically generates filter inputs based on the SQL Stored Procedure metadata.

3.2 Optimized Screen Real Estate & Collapsible Filter Panel

To maximize screen area for data grids and charts, the filter panel includes an Expand / Collapse Toggle Button (▼ / ▶).

3.3 Interactive Data Table Features
3.4 Data Exporting

Click export buttons in the toolbar to generate formatted files:

4. Report Definition Module (Admin)

Admins can map SQL Server Stored Procedures or Views into executive business reports without modifying core backend code.

4.1 Two Status Control Checkboxes

When creating or editing a report definition, two distinct checkboxes control visibility and execution status:

💡 Pro-Tip: Set a report to Active but Hide on Navigation Sidebar if it is intended only as an automated scheduled email report or a drill-down detail sub-report.
5. Automated Schedules & Email Dispatch

Configure background crons to execute reports automatically and email attachments to executive distribution lists.

5.1 Active Reports Only Policy

While creating or editing an automated schedule, the Target Report dropdown list displays only active reports. Deactivated reports are automatically excluded from scheduled execution.

5.2 Frequencies
6. Ad-Hoc Report Designer (Admin)

Visually construct analytical queries on any database view or table safely without writing SQL statements:

  1. Select target Table or View from the database.
  2. Check/uncheck target columns to include.
  3. Add filter conditions (`WHERE` clauses with Equals, Contains, Between, Greater/Less Than).
  4. Optionally add aggregations (`SUM`, `AVG`, `COUNT`, `MIN`, `MAX`) and aliases.
  5. Click Run Custom Query or Export to Excel.
7. Database Schema Explorer (Admin)

Introspect live database schema objects in SQL Server. View parameter lists for stored procedures and column data types for views and tables.

8. Deployment & Administration
8.1 Automated IIS Deployment

Deploy to IIS using the included administrative PowerShell script:

powershell -ExecutionPolicy Bypass -File .\DeployToIIS.ps1
8.2 Exporting to PDF

To save this user manual or any generated report as a PDF document, click the 🖨️ Print / Save as PDF button at the top of this page or press Ctrl + P in your browser and select "Save as PDF" as the printer destination.