To Create a User-Designed Report from a Template

From the eSite menu, select Reports — User Designed Reports — Call Report Builder. The Microsoft Report Builder opens.
From Report Builder, in the Getting Started pane, select Open from Report Server.
From the Open Report window, select the template you want to use and click Open.
From the File menu, select Save As and save the report with a new file name.
From the Explorer pane, from the Fields list, drag and drop the fields of your choice onto the report and position the fields as desired.
To create a formula to calculate field totals:

From the Define Formula window, in the Field name field, type a name for the formula (for example, Total Charges).

From the Fields list in the Define Formula window, select the fields you will use in the formula and use the calculation symbols to create the formula.

Click OK. In the Explorer pane, the new calculated field is added at the top of the Fields list. You can now drag and drop this field onto this report.

Note

The calculated field you created is available for the open report only.

To change a column heading title, double-click the heading text and type the new title.

To change the formatting of a column heading title, right-click the heading text and click Format. From the Format window, make your desired changes and click OK.

You can also change the report title and adjust the height of report row. For detailed instructions and field descriptions for formatting your report in Report Builder, refer to the Report Builder Help.

From the File menu, select Save. This saves your report to the eSite Report Server and the new report will be available from the eSite menu at Reports—User Designed Reports.
If you want to save a copy of the report (.rdl) to a location on your computer, from the File menu, select Save to File and save the report to the location of your choice.