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How to Access Report Manager in SSRS 2012

Working with Report Manager

1) It is a client tool to work with client reports and manger reports.

2) It does various operations such as

  • Subscription
  • Creating and manipulating folders.
  • Creating snap shots, caches, maintaining histories
  • Creating and working with linked reports etc.

Navigation:

http://servername:IP/REPORTS

SHOW DETAILS:

It displays various report manager items. They are creation date, modified date, created user and modified user names etc…

NEW FOLDER:

It creates a new folder in the report Manager

Click New Folder → Name → Ok

a) NEW Data source → Data Source credentials should be stored permanently in the Report server in the below situation

  • creating caches, snapshots, history
  • while creating subscriptions

CREATING A REPORT FROM EXCEL SHEET

Create a Driver for excel sheet

Start → settings → control panel → Administrative tools → databases → rt Click → add → ODBC Ms Excel setup → Data source name → DS Excel → Select work book → desktop → folder → ok → ok → ok

→ View → report data → New Data source → General → Name → DST EXCEL → Embedded connection → type (odbc) → EDIT → click option string connection

→ Build → Machine data source driver name: DST_EXCEL → Ok → Ok → Ok

→ New data set → Name → dst Excel → click query builder → query designer → OK → OK

→ VIEW MENU → report data → tool box Properties → table → drag on to the layout

→  While working with site settings etc. click new data source

Name : DS-DB-MSBI

Description:

Data source type: Microsoft SQL Server

Connection string: Data source =.; initial catalog = DBMSB

Connect using:

ʘ   Credentials stored securely in the report server.

User name:         Rawan \administrator

Password:

Use the windows authentication

Click → apply

Upload file:- It uploads files to report manager.

Upload file menu → Click ok click → Click ok file to upload [           ] [Browse]

→ Click ok

Working with individual properties of a report:

View → It displays the report

Properties →

a) General → It displays

  • Modified date:
  • Modified by:
  • Created Date:
  • Created by:
  • Size:

Properties

Name    : Party-report

Description:

Updating Report Definition

This option is helpful to directly update the definition of report without deploying from its position

Report definition → update → file to upload:   [   ] [Browse]

→  specify the rdl file → click ok → Click apply

Move:- Moving the report to specific folder

Delete:- Deleting the report

Creating and working with linked report

Create a linked report when you want to use different securities and parameters with the report (then it is recommendable)

Ex:

Screenshot_137

From the above example saving & current accounts having their links to main report. Now connect and see the required parameter content from the report click create linked re port à name à change location à OK GO TO the corresponding folders & observe the links.

b) Data Sources:- Same as above like data source creation. In addition it displays the existing data source also (like page no 54)

Working with site settings

It’s having sharable options across reports.

a) General

Properties

Name:

Select the default settings for report history:

ʘ             Keep an unlimited no of snapshots in report history

○             limit the copies of report history:

Report timeout report execution

○             Do not timeout report execution

ʘ             Limited report execution to the following no of seconds:

Custom Report builder launch URL:

URL:

Apply

b) Security

c) Schedules  à Click new schedule

Schedule name: SC_SHARED

Schedule details

Define a schedule that runs on hourly, daily, weekly, monthly or one time basis

Note:-   The above security, schedule, general options searchable across all reports.

ð  Upload file:-  It is used to upload any files to report manager

a) with no cache → If data is changing frequently.

b) With cache → If data changing for 30 to 40 minutes.

c) With snapshot → If data changing after hrs (or) day, we go for snapshots.

 a) With no cache:-

(Frequently task data changes)  Database

Screenshot_138

b)With cache:-

Screenshot_139

c) With snapshot:-

It maintains history

 Screenshot_140

CACHES                                                                                SNAPSHOTS

1) No start time but end time is available                  There is start time but no end time

2) Created for the first request of the user                 Created at the specified time

3) No history is maintained                                         History is maintained

4) For small data reporting and frequently             For long running queries, for huge data we
changed data (every 30 min, 40 min)                       go for snapshots
it is recommendable

5) Ex:- changing mobile no in internet it                Ex:- Sensex data is not changing evening 3:50
takes 30 min to update during the time                   Pm to next day morning 9:00am
we fire any no of queries it gets old number

NO cache:-If the table data is changing frequently we can not choose cache or snapshot because we need to get latest data every time

Properties → Execution →

ʘ Always  run this report with the most recent data

ʘDo not cache temporary copies of this report

Cache Implementation:- For cache there is start time but no end time.

a) Cache a temporary copy of the report expire copy of report after a number of minutes:30

b) Cache a temporary copy of the report expire copy of report on the following schedule
ʘ             Report specific schedule [Configure]

or

ʘ             Shared schedule

To see the cache creation and separation:

Go to → SSMS → Database engine → report server temp _DB → Execution cache

Snapshot implementation:

Execution →

ʘ Render this report from a report execution snapshot

  • Use the following schedule to create report execution snapshots:

Report – specific schedule [Configure]

Click Apply

History → Here the settings related to history available (SHM) like manual History

maintenance, schedule history maintenance… etc

  • IN times of SHM we need to specify start time to move snap short
  • We can limit the no of snapshots in a history to history
  • Allow the report history to be created manually
  • Store all report execution snapshots in history
  • Use the following schedule to add snapshots to report history.

Report – specific schedule [configure]

At 9:02 PM every mon of every week, starting 9/21/20ʘ

Select the no fo snapshots to keep:

Use default settings

Limit the copies of report history: [100]

[apply]

Navigation:-

Database engine → report server database → snapshot data → monitor → snapshot information database engine → report server database → history.

Security:- RS supports Role based history the default roles available are:

  • Browser → May view folders, reports and subscribe to reports.
  • Content Manager
  • My Reports
  • Publisher → May publish reports & linked reports to the report server.
  • Report Builder → May view report definitions

a) Every role will have set of responsibilities.

b) Users (or) groups assigned to those default roles 30 that they perform the underlined responsibilities of the role.

Note: In 2005 we can create our own role and we can assign required responsibilities. But 2008 doesn’t support own role and responsibilities creation.

USERGROUP                          VINAY/DEV-TEAM                               SIVA/TEST-TEAM

Role                                             Developer                                                    Tester

Responsibilities                      coding unit testing                                System testing, defect raising.
Requirement analysis

Navigation:-

Security → New Role Assignment → specify group or user name:  [          ]

                                                    ↓

(local computer n)

→ Click the option report builder → click ok

Subscriptions:

Delivering the report to the corresponding persons in the corresponding format at a stipulated time is called subscription.

These are of two ways to delivery the reports they are :-

a) File share

b) E-Mail

Note:- We can deliver the report through customized extensions also

Two types of subscriptions

→ Standard type

→ data driver type

To deliver the reports through E-mail we must perform (or) we must set E-mial settings in the report server configuration manager.

Navigation:-

Start menu → programs → SQL server 2008 → Configuration tools → Reporting Services configuration manager

Connect:

→ E-Mail settings

→ SMTP settings

To edit, change the fields & click the apply button

Standard subscription:

Here to the specified user, the report is delivered and it is event driven (schedule).

Here parameter values and vendering format can be set along with the report.

Generally small scale reports delivered through this.

Go to the individual reports → click subscription → click new subscription

Report delivery options:

Specify options for report delivery

Delivered by: windows file share

File name: party – Report – today

Path: //rawan\reports.

Render format: XML file with report data

Credentials used               User name:

To access the file              password:

Share:

Over write options:

ʘ             Overwrite an existing file with a newer version

E-mail subscription:

Go to Report → select new subscription delivered by : e-Mail

To: Administrator@dwht.com

cc: Vinay@dwht.com

Bcc:

Reply to:

Subject: @Report name was executed at @execution time

  • Include report render format: [MHTML Archive)
  • Include link

Priority: [High]

Comment:                                                   Report

When the schedule run is complete  [Select Schedule]

Data Driven subscription:

Here we are deliver to any no of users with their required parameters (according to the format what they require reports with generally large parameters we go for this.

Screenshot_141

1) Create a table in the database with the below fields
File name                path                     Render-Format       Write mode      File Extn.        user Name        pwd
party_report      \\rawan\report         excel                        y(yes)                 .doc                   admin               vinay

party_madhu    \\rawan\report         excel                        y(yes)                 .xls                     Vinay                 Madix

2) Go to the reports → subscriptions → new data driven subscription →

Step-1:- create a data –driven subscription: party-report

Description:

Specify how recipients’ are notified: [Windows File share]

ʘ             Specify for subscription only à click next

step-2:- Data source type: MS SQL Server

Connection String: Dataset = Rawan ; initial catlog= ‘MSBI_DB”,

Credentials used to Username:

Access the file share Password:

  • Use as windows credentials

Click next

Step-3 :- Enter a query: Select * form muluser → next

Step-4:- File name

ʘ get the value from the database: [File name]

path

ʘ Get the value form the database:  [path]                               Render format

ʘ Get the value from the database: Render _ Format write mode

File extension

User name

Password

Step-5:- click next

Step-6:- Notify recipients:

ʘ on a shared schedule

click next.

Null delivery provider:

Here recipients are notified without any report

  • Null delivery doesn’t have any settings
  • If report cache is enable then the result of subscript will end –up here.

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