How to Publish and Manage Reports Across Internal and External Sites

Publishing reports from the Bold Reports® Report Server master site lets you distribute report content to other internal or external sites without manually recreating each report there. You can choose destination sites, configure publishing options, and verify the report after publishing.

Applies to: Bold Reports Report Server. The Publish option is available only on the master site.

For general report management, see the Report Server manage reports guide.

Steps to Publish Reports

Step 1: Open the Publish Dialog

1. Navigate to the Reports section on the master site.
2. Locate the report you want to publish.
3. Click the ellipsis (…) next to the report name and select Publish.
   
   

Step 2: Select the Destination Site Type

1. In the Publish Report to Other Sites dialog, select Internal Site or External Site.
2. Click Next.
   
   

Publishing to Internal Sites

Step 3: Choose Internal Sites

1. In Publish to These Sites, select one or more destination sites.
2. Enter a Category Name to specify where to store the report on each destination site.
3. To publish to every available internal site, choose the all-sites option in the site selector.
   
   

Step 4: Configure Publishing Options

1. Select Publish with Same Names to preserve the names of the report, data sources, and datasets on the destination site.
2. In the publishing options, configure whether users on the destination site can edit the report and its dependent data sources and datasets. The exact option label may vary by Report Server version.
3. Click Submit to publish the report.
   
   

Publishing to External Sites

Step 5: Register an External Site

1. If you selected External Site, click the + icon to register a destination.
2. Enter the required Site Name, Client ID, Client Secret, and Site URL.
3. Obtain the client credentials from the administrator of the destination site, who can confirm how they are generated for that Report Server deployment.
4. Treat the Client Secret like a password. Enter it only in the trusted Report Server configuration flow and do not include it in documentation, shared screenshots, or unsecured messages.
5. After registering the site, select it as a destination and follow the publishing steps above.
   
   

How Do I Know It Worked?

1. Sign in to the destination site.
2. Verify that the report appears in the specified category.
3. Open the report and confirm that its associated data sources and datasets are available and correctly configured.
   
   

Important Notes

• Master site: Only the master site can publish reports to other sites. Non-master sites do not have this option.
• Public reports: Public reports can be viewed anonymously by anyone who has the link. Do not enable public access for reports containing data that should remain private. See the Make reports public or private guide for details.
• Data integrity: Restricting edit permissions on the destination site can help prevent changes to the report and its dependent data sources or dataset queries.

Related Articles

• Manage permissions
• Make reports public or private
• Create a site
• Manage users
• Manage reports