Created shared-data-source.md

_config.yml

@@ -45,8 +45,14 @@ navigation:
     user-guide/components:
         position: 15
         title: "Report Components"
+    user-guide/components/subreport:
+        position: 3
+        title: "SubReport"
+    user-guide/customizing-report-items:
+        position: 15
+        title: "Customizing Report Items"
     styling/rendering-and-paging:
-        position: 8
+        position: 20
         title: "Rendering and Paging"
     styling/rendering-and-paging/design-considerations-for-report-rendering:
         position: 15

user-guide/assets-manager.md

@@ -0,0 +1,98 @@
+---
+title: Sharing Resources
+page_title: Web Report Designer - Assets Manager
+description: To share resources when crafting reports in Telerik Reporting and the Web Report Designer, you can use the Assets Manager.
+slug: web-report-designer-user-guide-assets-manager
+tags: web, report, design, tool, create, started 
+published: True
+position: 8
+---
+
+# Sharing Resources with Assets Manager
+
+To share resources (like company logos, data files) when crafting reports in the [Web Report Designer](https://demos.telerik.com/reporting/designer), use the **Assets Manager**, which helps you manage shared resources used across multiple reports. It provides centralized resource management, allowing users to upload, organize, rename, and delete various types of assets directly on the server. Shared report resources ensure a unified, consistent look and feel across reports and enable teams to work together—data experts can manage sources, while designers focus on presentation.
+
+<img style="border: 1px solid gray;" src="images/wrd-assets-manager.png" alt="Assets Manager" />
+
+You can share and reuse:  
+
+* **Images** (for example, logos, backgrounds): Suitable for using a company logo across multiple reports when the logo is stored at one centralized place.
+
+* **Data files** (for example, CSV, JSON, shapefiles): Share common data that can be reused across multiple users.
+
+* **Stylesheets** (for consistent report styling): Styles created in a report can be exported and then used in other reports. 
+
+* **Shared Data Sources** (predefined connections to data): Enable report designers to easily create and reuse a data source component across multiple reports. Read more in [Shared Data Source]({%slug shared-data-source-web-report-designer-user-guide%})
+
+* **Report Templates** (.trtx file): Offer initial report layout and styling, and allow creating reports with consistent look and feel. Read more in [Creating and Using Report Templates in Web Report Designer]({%slug web-report-designer-report-templates%}).
+
+Once uploaded, you can reuse the assets in multiple reports, ensuring consistency and reducing duplication. For example, updating a company logo in the Assets Manager updates it across all reports using that asset.
+
+## Sharing a Resource
+
+To share a resource (e.g. an image), you need to invoke the **Assets Manager** in the Telerik Web Report Designer:
+
+1. Launch the Web Report Designer in your browser.
+
+1. Click the **Main Menu** at the top left corner.
+
+1. Select **Assets Manager** from the menu options:
+
+    <img style="border: 1px solid gray;" src="images/wrd-assets-manager-main-menu.png" alt="Assets Manager Main Menu" />
+
+You do not always need to go through the menu. When you are editing a report item like a PictureBox, just click the asset picker next to the `Value` field. This will instantly open the Assets Manager so you can select an image right away:
+
+<iframe width="560" height="315" src="https://www.youtube.com/embed/urU2a-d6Saw?si=YJZziPWrtOxDYci3" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
+
+## Resource Folders
+
+Several default folders that help organizing shared resources for usage across multiple reports are created automatically and cannot be renamed or deleted by end-users, though developers can configure them differently on the backend.
+
+The main root folder contains three predefined subfolders: 
+
+* `Data`&mdash;Stores data files like `.csv`, `.json`, and shapefiles used in Map items)
+
+* `Images`&mdash;Contains image files used in PictureBox items, backgrounds, logos, and so on.
+
+* `Styles`&mdash;Holds stylesheets (for example, `.trdx`, `.css`) used for consistent styling across reports.
+
+You can create subfolders within these categories to better organize their assets.
+
+## Reports
+
+The `Reports` folder is a dedicated folder for storing report definitions, which includes all available reports on the server. It is possible to organize them into subfolders, grouping the reports by category, department, or purpose. Shared reports that can be reused as SubReports in other designs.
+
+## Shared Data Sources
+
+The [Shared Data Sources]({%slug shared-data-source-web-report-designer-user-guide%}) folder within the Assets Manager contains reusable data source definitions (.sdsx files) that can be shared across multiple reports. Each .sdsx file encapsulates the configuration for a data source, including: Connection strings, Queries or endpoints, Parameters, Metadata (e.g., name, description).
+
+## Report Templates
+
+The report templates enable rapid, consistent report creation by providing reusable layouts, styling, and structure. Read more in [Creating and Using Report Templates in Web Report Designer]({%slug web-report-designer-report-templates%}).
+
+## Enhanced UI Features
+
+To help you manage your shared resources with ease and flexibility, the Assets Manager provides several intuitive features:
+
+* **Choose Your View: Grid or List**&mdash;You can switch between Grid View and List View depending on your workflow. The Grid View also supports column resizing for better visibility.
+
+
+    |Grid View|List View|
+    |----|----|
+    |<img style="border: 1px solid gray;" src="images/wrd-assets-manager-grid-view.png" alt="Assets Manager Grid View" />|<img style="border: 1px solid gray;" src="images/wrd-assets-manager-list-view.png" alt="Assets Manager List View" />|
+
+* **Manage Files**&mdash;Upload, download, rename, move, or delete files and folders&mdash;all in one place. You can also drag and drop files directly into the manager for quick uploads.
+
+* **View Asset Details**&mdash;Selecting an asset and toggling the **View Details** button brings up a panel on the right that shows metadata like file name, type, and size:
+
+     <img style="border: 1px solid gray;" src="images/wrd-assets-manager-view-details.gif" alt="Assets Manager View Details" />
+
+* **Quick Access to Recent Assets**&mdash;Your recently accessed assets are tracked and easily accessible.
+
+     <img style="border: 1px solid gray;" src="images/wrd-assets-manager-recently-used.png" alt="Assets Manager Recently Used" />
+
+* **Organize Reports for Report Books**&mdash;If you are creating a Report Book, use the Assets Manager to select and organize individual reports into a cohesive, multi-report document.
+
+## See Also
+
+* [Web Report Designer]({%slug user-guide/overview%})

user-guide/components/subreport.md → user-guide/components/SubReport/creating-master-detail-report.md

@@ -1,12 +1,12 @@
 ---
-title: SubReport
-page_title: SubReport
+title: Creating Master-Detail Reports
+page_title: Creating Master-Detail Reports
 description: Learn how to use SubReports in the Web Report Designer to embed reports within other reports for creating master-detail hierarchies and reusable report components.
-slug: web-report-designer-user-guide-components-subreport
+slug: web-report-designer-user-guide-creating-master-detail-report
 tags: web, report, design, components, subreport, hierarchy, master, detail
 published: True
 reportingArea: WRDHTML5, WRDBlazorWrapper
-position: 3
+position: 1
 ---
 
 <style>
@@ -16,35 +16,19 @@ img[alt$="><"] {
 
 </style>
 
-# SubReport
+# Creating Master-Detail Reports with SubReports
 
-A SubReport is a report component that allows you to embed one report inside another report. This lets you create complex report layouts, display hierarchical data relationships, and build reusable report components that can be shared across multiple reports.
+Using [SubReports]({%slug web-report-designer-user-guide-components-subreport%}) in the Web Report Designer allows you to embed reports within other reports for creating master-detail hierarchies and reusable report components.
 
-SubReports act as containers that automatically adjust their size based on the content of the embedded report. You can use SubReports to create:
+The following example demonstrates how to create a master-detail report using SubReports. The master report (*CategoriesProducts.trdp*) contains a table with Northwind **Categories** data. The SubReport (*ProductsReport.trdp*) displays Northwind **Products** records filtered by the respective `CategoryID`.
 
-* Master-detail relationships&mdash;Display related data in a parent-child format (for example, customers and their orders).
-* Reusable components&mdash;Create shared headers, footers, or report sections that can be used across multiple reports.
-* Complex layouts&mdash;Combine different data sources and report structures within a single report.
-* Hierarchical data&mdash;Show nested data relationships with proper grouping and organization.
+> To follow along with the steps below, you need access to an instance of the [Northwind](https://github.com/microsoft/sql-server-samples/tree/master/samples/databases/northwind-pubs) database for [Microsoft SQL Server](https://learn.microsoft.com/en-us/sql/database-engine/install-windows/install-sql-server?view=sql-server-ver17).
 
-The next video demonstrates how to [create master-detail](#creating-master-detail-reports-with-subreports) reports by using SubReports in the Telerik Web Report Designer:
+The next video demonstrates how to create master-detail reports by using SubReports in the Telerik Web Report Designer.
 
 <iframe width="560" height="315" src="https://www.youtube.com/embed/GnZi9PP9EK8?si=qaBfIZnbUu1fQzyK&rel=0" title="Adding a SubReport Item in the Telerik Web Report Designer" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
 
-## Prerequisites
-
-Before working with SubReports, ensure you have:
-
-* Created and configured [data sources]({%slug web-report-designer-user-guide-components-data-sources%}) for both master and child reports.
-* Planned your data relationships and report hierarchy.
-
-## Creating Master-Detail Reports with SubReports
-
-The following example demonstrates how to create a master-detail report using SubReports. The master report (*CategoriesProducts.trdp*) contains a table with Northwind **Categories** data. The SubReport (*ProductsReport.trdp*) displays Northwind **Products** records filtered by the respective `CategoryID`.
-
-> To follow along with the steps below, you need access to an instance of the [Northwind](https://github.com/microsoft/sql-server-samples/tree/master/samples/databases/northwind-pubs) database for [Microsoft SQL Server](https://learn.microsoft.com/en-us/sql/database-engine/install-windows/install-sql-server?view=sql-server-ver17).
-
-### Step 1: Building the Child Report
+## Step 1: Building the Child Report
 
 1. Start with a blank report (*ProductsReport.trdp*) that will serve as the child report. Select the header and footer sections and delete them.
 
@@ -111,7 +95,7 @@ The following example demonstrates how to create a master-detail report using Su
 
 1. Save the report (*ProductsReport.trdp*). You will use it as a child report.
 
-### Step 2: Building the Master Report
+## Step 2: Building the Master Report
 
 1. Create a new blank report (*CategoriesProducts.trdp*).
 

user-guide/components/SubReport/creating-nested-hierarchy-with-subreports.md

@@ -0,0 +1,65 @@
+---
+title: Creating Nested Hierarchy
+page_title: Creating Nested Hierarchy
+description: Learn how to use SubReports in the Web Report Designer to create nested hierarchy.
+slug: wrd-user-guide-create-nested-hierarchy-with-subreport
+tags: web, report, design, components, subreport, hierarchy, master, detail, nested
+published: True
+reportingArea: WRDHTML5, WRDBlazorWrapper
+position: 2
+---
+
+# Creating Nested Hierarchy with SubReports
+
+Using a **DataSource** in the [SubReport]({%slug web-report-designer-user-guide-components-subreport%}) item allows you to bind the child report directly to a filtered subset of the parent's data, making the hierarchy more intuitive and reducing parameter code.
+
+The main benefits of this approach are:
+
+* No need to define and pass parameters manually. All the data is available in the parent report.
+* Works naturally with hierarchical object models or JSON data.
+* Cleaner and more maintainable for multi-level hierarchies.
+
+The example in this tutorial shows how to present and organize a report when the used data has a nested (hierarchical) structure. To illustrate the hierarchical structure of the data used in the tutorial, see the JSON data below. It represents a collection of Categories, where each category contains a **nested** list of its Products.
+
+Let's have the sample [JSON data](https://github.com/telerik/reporting-samples/blob/master/Sample%20Reports/Data%20Files/Categories-Products-Nested-Data.json) representing a collection of Categories. Each category contains a nested list of its Products. This is a piece of the JSON content to better understand the Categories-Products hierarchical structure.
+
+A complete step-by-step video is available here:
+
+<iframe width="560" height="315" src="https://www.youtube.com/embed/V3QxZimw19I?si=VdlqSxquqYvgEakX" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
+
+To design a report that represents a hierarchy:
+
+1. Create a new report (for example, `CategoriesReport.trdp`). You will use it as the main (parent) report to display categories.
+
+1. Create a [JSONDataSource]({%slug web-report-designer-user-guide-components-data-sources%}#json-data-source) item using the nested JSON collection for Categories and Products.
+
+1. Use the [Table Wizard]({%slug web-report-designer-user-guide-components-tables%}#using-the-table-wizard) to create a table bound to the JSON source.
+
+    <img style="border: 1px solid gray;" src="images/sub-report-default-table.png" alt="Categories Products Default Table" caption="Categories Products Default Table" /> 
+
+1. Select the generated TextBox for the Products field (the TextBox bound to Fields.Products).
+
+1. Navigate to the Components tab and click **SubReport**. Thus, the TextBox item is replaced by a SubReport item.
+
+1. Using the search box, navigate to the **Bindings** section and add a new binding for the **DataSource** field and set the **Expression** to `"=Fields.Products"`. Thus, the SubReport item will be mapped to the Products list of the respective category record.
+
+    <img style="border: 1px solid gray;" src="images/sub-report-datasource-binding.png" alt="DataSource Binding" caption="DataSource Binding" /> 
+
+1. Navigate to the **INNER REPORT** section and select the **UriReportSource** Type. Now, you need to create a separate report that will be used as a container for the products for each category.
+
+1. Create another report (`ProductsReport.trdp`) and add two TextBox items.
+
+1. Using the search box, navigate to the **Value** field and bind to `=Fields.ProductName` and `=Fields.Price` respectively. Save the child report.
+
+1. Go back to the `CategoriesReport.trdp` report and set the newly created `ProductsReport.trdp` as **Uri** for the **UriReportSource**.
+
+    <img style="border: 1px solid gray;" src="images/sub-report-products-uri-report.png" alt="Specify Uri report" caption="Specify Uri report" />  
+
+1. Click the **Preview** button. In the report, you will see the products for each category group.
+
+    <img style="border: 1px solid gray;" src="images/sub-report-preview-categories-products.png" alt="Preview Categories Products" caption="Preview Categories Products" />   
+
+## See Also
+
+* [Web Report Designer]({%slug telerikreporting/designing-reports/report-designer-tools/web-report-designer/overview%})
+* [Data Sources]({%slug web-report-designer-user-guide-components-data-sources%})