Installing and Using the Report Builder

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Download and run Microsoft SQL Server Report Builder on your local machine. On the Default Target Server screen, enter the location of the report server hosting the new reports. This will be a URL supplied to you by Atlas Systems.

If you do not specify the default report server here, you can do that in the Options screen of the Report Builder itself after installation.

Connecting to the Report Manager Via the Web

Institutions connect to the SSRS report server to access the Report Manager. This connection is made on the web using the URL, Username and Password supplied to you by Atlas Systems. The site opens to the SQL Server Reporting Services Homepage, where you will see a folder for your Institution. This folder houses your data source connection and any reports you have created and saved there.

Running Default Ares Reports

The database and query (data source and dataset) for the default reports have been configured by Atlas, and these reports are ready to run out of the box. The reports can be run from the Report Builder or online in the Report Manager by connecting to the report server.

Running the Report from Report Builder

To run the report from Report Builder, open the application, and on the Connect To Report Server screen, log in using the Username and Password assigned by Atlas.

  1. Click the Report Builder Icon, select Open and navigate to the report you want to use.
  2. Make any changes you wish to make to the layout and design of the report.
  3. When you are ready to run the report, click the Run button on the Home Ribbon.

Running the Report from the Report Manager

To run and manage the report from the Report Manager, log into the Report Manager via the web using the Username and Password assigned by Atlas. Click to open the report you want to run. The report runs automatically as it opens in the Report Manager. You can manage these reports from within the Report Manager.

Creating Reports in the Report Builder

Once you have created a data source (or Atlas Systems has created it for you) and installed Report Builder locally you can begin creating reports. You can create and run your reports and save them locally, or publish them to your folder on the report server where you can run them and then manage features such as processing options and email subscriptions. You can create reports using the report wizard or you can start with a blank report. Reports can be saved in various formats, printed, or exported as an RSS data feed. Note that you must save your reports before you will be able to run them. Report Builder comes with a built-in library of information to assist you with creating reports.

To access the Report Manager Help pages, click on the question mark icon in the upper right corner of the Report Builder form.

Managing Reports in the Report Manager

There are several features in the Report Manager that allow you to control the parameters and processing options of the report as well as set up email subscription services for the reports. To access and work with the features listed below, click on the arrow to the right of the report that you want to work with. In addition to the features below, you can also move or delete your reports and download them to another location.

Subscribe

You can set up email or file share delivery subscriptions of your reports based on subscription processing settings you define. Click Subscribe to use the New Subscription / Edit Subscription page to work with subscriptions. See Subscriptions below, and the New Subscription / Edit Subscription page in the Report Manager Help Documentation for further information.

Create Linked Report

A linked report is a report with settings and properties of its own but links to the report definition of another report. Click Create Linked Report to use the New Linked Report page to create a linked report. See Properties below, and the Create Linked Report page in the Report Manager Help Documentation for further information.

View Report History

Use the Report History page to view report snapshots that are generated and stored over time. Configure report history using the Snapshot Options page. Click View Report History to open the Report History page. See Manage feature below. See Report History below, and the Report History page in the Report Manager Help Documentation for further information.

Security

Use the Security properties page for items to view or modify the security settings that determine access to folders, reports, models, resources, and shared data sources. See Security below, and the Security Options Properties Page (Items) in the Report Manager Help Documentation for further information.

Manage

The Manage link opens a form where you can manage the following configurations for individual reports:

  • Properties: Specify the report name, description and other properties. Use the Processing Options properties page to set report execution properties for the currently selected report. See Processing Options Properties Page in the Report Manager Help Documentation.
  • Parameters: Specify the parameters for the report. Use the Parameters properties page to view or modify parameter settings for a parameterized report. See Parameters Processing Page in the Report Manager Help Documentation.
  • Data Sources: Specify the data source properties for the report. Use the Data Sources properties page to define how the current report connects to an external data source. See Data Sources Properties Page in the Report Manager Help Documentation.
  • Subscriptions: Create or modify report subscriptions. Use the Subscriptions page to list all of the subscriptions for the current report or shared data source. See Subscriptions Page in the Report Manager Help Documentation.
  • Processing Options: Specify properties that determine how the report server runs the report. Use the Processing Options properties page to set report execution properties for the currently selected report. See Processing Options Properties Page in the Report Manager Help Documentation.
  • Cache Refresh Options: Create or modify report cache reset plans. Use the Cache Refresh options page to create schedules to preload the cache with temporary copies of data for a report or for a shared dataset. See Cache Refresh Options Page in the Report Manager Help Documentation.
  • Report History: View the report history for the current report. Use the Report History page to view report snapshots that are generated and stored over time. See Report History Page in the Report Manager Help Documentation.
  • Snapshot Options: Specify properties that determine how report history is retained. Use the History properties page to schedule report snapshots to be added to report history, and to set limits on the number of report snapshots that are stored in report history. See Snapshot Options Properties Page in the Report Manager Help Documentation.
  • Security: Specify security settings for this site. Use the Security properties page for items to view or modify the security settings that determine access to folders, reports, models, resources, and shared data sources. This page is available for items that you have permission to secure. See Security Options Properties Page (Items) in the Report Manager Help Documentation.

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