Import Custom Reports into SSRS

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    Import Custom Reports into SSRS

    Locate RDL Files

    SSRS stores report definitions in RDL files. These files are used during the import process.

    Save the RDL files to be imported to an easily accessible location. 

    Browse to the SSRS Instance

    Open the SSRS Reports URL.
    The name may resemble http://<SSRSServer>/Reports or http://<SSRSServer>/Reports_InstanceName

    Click on the folder that has the same name as the SysTrack master system. 
    In this example, YOURMASTERNAME.DOMAIN.COM 

    Machine generated alternative text: SQL Server Reporting Services  Home  New Folder  New Data Source  Folder Settings  Upload File  Report Builder  YOURMASTERNAME_DOMAIN.COM

    Open the Analyze Reports folder 

    Machine generated alternative text: Home  SQL Server Reporting Services  YOURMASTERNAME.DOMAIN.COM  Upload File  ransform Reports  New Folder  New Data Source  Analyze Reports  Report Builder  Folder Settings  Report Generator

    This folder structure here is mirrored in the Visualizer > Reporting interface. 

    Browse to the folder or location that best suits the report to be imported.  

    Optionally, create a new location. 

    In this example, a Custom Reports folder was created.  

    Machine generated alternative text: Home  YOURMASTERNAME.DOMAIN.COM  SQL Server Reporting Services  Analyze Reports  New Folder  New Data Source  Application  Report Builder  Folder SE  Custom Reports

    Machine generated alternative text: SQL Server Re ortin  Analyze Reports  Delete  Type  Application  Custom Reports  Datasources  Hardware  Networking  Software Packages  System  Users  Services  Oita  Re B Folder  r •sys  Reports :  Application  • Site Visualizer  Groups  Guide  Dashboard  Observations  Reporting  Analysis  Tools  Datasets  Lest R  Custom Reports  Hardware  Networking  Software Packages  System  Virtualization Management  Virtualization Management

    Upload the Custom Report (.RDL) File

    After determining where to save the report, click on the Upload File icon within that location. 

    Browse to the previously saved RDL file and click OK

    Machine generated alternative text: Home  YOURMASTERNAME.DOMAIN.COM Analyze Reports  SQL Server Reporting Services  Upload File  Custom Reports  Home I My E  Upload a report (_rdl), model (_smdl), shared dataset (_rsd), report part (_rsc), or other resource into Custom Reports.  File to upload: of Local Admin - All Systems. rd Browse..  Name:  OK  Members of Local Admin - All Systems  Overwrite item if it exists

    Repeat this process for any other newly imported report files. 

    Configure the Shared Dataset

    On the newly uploaded report, from the drop-down menu, select Manage.   

    Machine generated alternative text: Home  YOURMASTERNAME.DOMAIN.COM Analyze Reports  SQL Server Reporting Services  Custom Reports  Report Builder  Folder  New Folder  New Data Source  Members of Local Admin - All Systems  X Delete  Subscribe„  Create Linked Repon„  View Repon History  1  Security  Manage  Download„  Edit in Repon Builder

    Select the Data Sources category and click Browse to find to the shared SysTrack data source.   

    Machine generated alternative text: Properties  Data Sources  Processing Options  Cache Refresh Options  Report History  Snapshot Options  SysT rack  @A shared data source  Select a shared data source Browse The shared data source reference is no longer valid  o  A custom data source  Data source type:  Connection string:  Connect using:  Microsoft SQL Server  @Credentials supplied by the user running the report  Display the following text to prompt user for a user name and password:  Tvoe or enter a user name and oassword to access the data source

    This shared data source will be found in the location: YOURMASTERNAME > Analyze Reports > DataSources >

    SysTrack Reporting. 

    After selecting the data source, click OK

    Machine generated alternative text: Properties  Browse folders to select a shared data source to use with this item.  Data Sources  Location: NOURMASTERNAME_DOMAN.COM/Analyze Rel  Subscriptions  Processing Options  Cache Refresh Options  Report History  Snapshot Options  Home  +1 YOURMASTERNAME.CHDMAIN.COM  Ana  Application  SysTrack Reporting  Network ng  SoftÆre g  Syste m

    Repeat this process for any other newly imported report files. 

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