Managing the Report Content Using Report Manager : Subscriptions

In last article Managing the Report Content Using Report Manager: Caching we looked at caching and
maintaining the history of the SSRS report. In this article we will be focusing
on subscriptions. Reporting services comes with two methods of subscriptions:

  • Windows File Share : Using this method you can place your report in the
    shared folder  of your network drive with appropriate permissions on the shared
    folder
  • Email Delivery : You need to have a dedicated smtp server for delivering your
    report into the Inbox of your intended recipients.

Report Delivery using Windows
File Share

Follow the below steps to
subscribe for the report in the windows file share mode

1.
Click on the dropdown on the report name and click subscribe.

2. Select
Windows File Share in the dropdown. Provide a share folder’s path with
credentials which have access rights on that folder. Select the rendering
format. Select a schedule when you want the report to be placed  in the shared
folder.

3.
You can either check the status of the report delivery by clicking on
the MySubscription link

or by clicking on
the dropdown Mange->Subscriptions.

4. After
checking the status of the report delivery you can now see the report placed in
the shared location.

Data Driven Subscription

Follow the steps below for creating a data driven
subscription.

1. Click
on the drop down on the report menu and click manage.

2. Click
on the subscriptions on the left pane and  click on the New Data-driven
Subscriptions
link.

This will open the wizard based dialog box which will guide
you as shown below:

1. Specify
the name of the subscription and the data source and click Next.

2. If
the shared data source is specified then select it by browsing to the shared
data source folder and click Next.

3. Specify
the query which is to be run against the data source. Click Next.

4. You
can make your Data driven subscription dynamic by specifying the values from
the database or you can specify the static values. Click Next.

5. If
there are any parameters the wizard  ask for the default values with which this
subscription will run. Since I don’t have any parameters in my query the wizard
states so. Click Next.

6. Specify
a schedule for the report delivery.

7. The
report is generated on the schedule and placed in the shared folder.


Report Delivery Using Email
Subscription

When we need a report delivered into our inbox we need to subscribe to
that particular report. The report subscription can be either with or without
data driven options. In order to subscribe to a  report the report server needs
to be configured with relevant email settings. We need to configure an email
account with an SMTP server address as this account will be used as the default
email account to send the report to the intended recipients address.

To configure the email settings:

  1. Click on start->All programs->Microsoft SQL Server
  2. Click on Configuration Tools->Reporting Services
    Configuration Manager
  3. Click connect to connect to the either default or named
    instance.
  4. Click on Email Settings.
  5. Specify the email id and SMTP server address on which you have an
    access to log on to.
  6. For more information on how to configure the report click here

*Note:Report Server
can work with Local as well as remote SMTP server’s for which the link has been
provided above.You will need to follow the steps to make changes in the
rsreportserver.config  file  in order to setup the email delivery in to your
respective inboxes using either local or remote as your smtp server . Please 
don’t forget to backup your Rsreportserver.config file before making changes to
it.

To implement the email subscription follow the steps below:

·
Click on the dropdown menu for the report which needs to be
subscribed.

·
You will see two options email delivery or windows files share.If
the email settings are not configured in the report server then only the windows
files share will be made available.Select the email option in the dropdown.

·
Specify the recipients address for delivery. You can specify
multiple recipients separated by semicolons. You can specify the report
priority or comments if any which needs to be conveyed to the intended
recipients.

8.
You can check the report delivery status
by clicking the Mysubscription link.

Conclusion

Thus we can use the report manager to either store a copy of
report on the shared drive or  send the reports to the intended recipient’s
using the  email configuration.




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