I have a report in SQL Server Reporting Services (SSRS) that I'd like to schedule to run automatically as an email. I'd like the report to be attached as Excel file.
According to the Microsoft overview this should be possible.
Report delivery. SQL Server Reporting Services supports both on-demand (pull) and event-based (push) delivery of reports. Users can view reports in a Web-based format or in e-mail.
However I can't find any information on how to actually do this. Does anyone know what tools should be used or where there is a good tutorial?
Thanks!
When you browse to the report in your reporting services site you should see a tab for Subscriptions. That's where you'd specify the recipients and delivery methods for automated delivery.
Here's a page that describes the process.
I spotted this good youtube link on this topic which helped me:
https://www.youtube.com/watch?v=sO0Y_IxdE8w
Basically the steps (SQL server 2012) are:
Have the Web SSRS folder (in Internet Explorer browser) containing the report (or report link) showing,
Hover mouse over the report, this mouse hover action then highlights the report in yellow outline border and offers a dropdown on the righthand side, click on the down arrow to open the dropdown and get list of options ..
One option is "manage", choose this option.
Down the left hand side of screen are offered :
Properties
Parameters
Subscriptions
Processing Options
Cache Refresh Options
Report History
Security
Choose the "Subscriptions" option here.
You can then Edit existing subscriptions.. or add a New Subscription .. e.g. as per this screen print
You can use SQL- RD Application for Dynamic schedules
At first set the e-mail at Report Server Configuration Manager, then from your SSRS web browser click on the report and then subscription and give the recipient mail id's and the subject name followed by the mail message. Select the Render Format for the attachment type, set the time and date, that's all!
Regards,
Pratik Prakash
Related
We have a Health Information system where about 75+ users login to the system from different healthcare facilities and register patients for different health care services. I wanted to create aggregated data dashboard using google data studio for specific health facility where they can see ONLY details related to the their institution. Is there way to create such customized dashboard in data studio ?
Thanks in advance
Yes, it is possible. See updated instructions:
Add a filter to the table. See attachment #1.
Set up parameters for your filter as shown in attachment #2. Click Save.
As a result you will see, that your table shows data limited to one facility. See result here.
Repeat the process for all facilities on separate reports.
I have an SSRS Report Server web portal running which houses a few hundred reports, my users rely on this data being up to date to do their jobs.
Occasionally my overnight update process will fail, and reports will be updated during the working day, which takes a few hours.
During this time, I want to display a banner on the report server web portal, something like “all reports are being updated, ETA 3pm”.
Is there any way for me to modify the report server html to do that? It doesn’t have to look pretty, I just want to try and avoid all my users calling at once when their reports haven’t updated.
A nice simple way would be to just change the site name at the start and end of your job that refreshes the report data.
Use something like
UPDATE ReportServer.dbo.ConfigurationInfo
SET Value = 'My Company - REFRESH IN PROGRESS ETA 3PM'
WHERE [Name] = 'SiteName'
and then update again at the end of the job.
As this is simple to automate you could leave it in place in the refresh job.
I am trying to pull data from salesforce marketing cloud object using API calls.
data: all available instances for the passed object.
I did this for salesforce objects using bulk api call.
I am very new to sfmc.
Glad if someone can share the example link.
Not sure if this is what you want, there are several trailheads to get started with MC.
Log in to your MC account
Hover on Audience Builder
Click Contact Builder
Click on tab Data Sources
Click sub tab Synchronised
(if you have already connected your CRM to MC) A box with your connected user should appear. Click on it.
Here you can see all your sObjects that are connected and synced. If you dont have any or want to connect some or more then:
click Set up Object button on the top right
Now all the sObjects that are available will appear and you can sync them. This will make them available in the MC environment.
Some will be unavailable at the moment, this is because they require others to be synced first. Once you start syncing the most basic ones, others will become available.
Hope this is what you were looking for.
I'm using Nintex 2013.
I need to use Task Delegation functionality.but I'm unable to find that option under Click on my name at the top right of the screen.
below image show my screen.
I need below option
other wise if there is any alternate option available to use Task Delegation with out Flexi task
I would have a look in Central Admin for SharePoint, under allowed actions for nintex, and ensure the allow delegation is checked.
Hope this helps
I have a PerformancePoint dashboard running in MOSS 2007 portal. The dashboard consists of one SSRS 2005 report, running in SharePoint Integrated mode.
NT Authority\Authenticated Users have read permissions to the report library containing the SSRS report, the dashboard, and the report library containing the dashboard.
Users that attempt to access the dashboard receive the following error message:
The permissions granted to user
'DOMAIN\firstname.lastname' are
insufficient for performing this
operation. (rsAccessDenied)
Users that then click on the direct link to the report in MOSS will see the report with no problem. Subsequent visits to the dashboard show the report with no problem.
The report is using a data source that is located one folder up from the report location. The report has been updated to point to the correct shared data source after deployment. Both the report and the data source have been published. The data source is using stored credentials, with a domain service account that has been set to Use as Windows credentials. This service account is serving other reports in other areas with no problem.
Edit:
Ok, I've gotten a lot more information on this problem. The request is never actually being made to the data source. The user comes in to the dashboard and requests a report for the first time using their kerberos token identifying themselves. The report looks in the Report Server database and finds that they are not listed in the users table and generates this rsAccessDenied error. Once they view the report directly their name is in this table and they never have the problem again.
Unfortunately, removing the user from the Users table in the RS database doesn't actually cause this error to happen again.
Everything I've read says that when you run a Report Server in MOSS integrated mode all your permissions are handled at the MOSS report library level, and all Auth users have permissions to the report library, as stated earlier. Any ideas?
It sounds like the dashboard page is not passing credentials to the report server. Because you stated if the user hits the report directly it works and then if they go through the dashboard it works. So does it stop working after a certain period, indicating a cached session?
I would look carefully at the properties on the dashboard in performance point to see if it is passing credentials or trying to use anonymous. I hope this isn't a case of double hop and Kerberos :(
I'm not sure if this is actually the same issue, but you could double check that the data sources are set to "Approved", not "Pending". It's a stretch, but it's worth a shot.
I implemented a work-around:
created a fake report
on the page with my report, created a content editor web part consisting of the following:
<iframe style="display:none;" src="https://link/to/my/report.rdl"></iframe>
I tested with another user that was experiencing the error, and they are no longer experiencing the error with my new and improved page.
I know this is a kludgy, and might even be dependent on the loading order of the page. Therefore, I would really like to find out what's causing this issue so I can fix it for good.
Edit:
I don't want to accept my own answer, since it's just a work-around. If anyone can post anything relevant to the user name placed into the Report Server DB and how that relates to SharePoint Integrated mode, you'll get the bounty.