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Viewing and Managing Report Server Items from a SharePoint Site

New: 12 December 2006

When you configure a report server to run in SharePoint integrated mode, you can view and manage reports and other report server items from a SharePoint site.

Custom application pages are added to a SharePoint Web application when you install the Reporting Services Add-in on an instance of Windows SharePoint Services 3.0 or Office SharePoint Server . There are pages to set data source properties, report history, report processing options, schedules, subscriptions, report parameters, and create shared schedules. You can manage report server items on a SharePoint site the same way you create and manage them from other tools in SQL Server.

To access the application pages, select item-specific actions from a drop-down menu. Depending on the item and your permissions, you might also be able to create reports in Report Builder, generate models, and set model item security.

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The Reporting Services Add-in adds report server integration pages to SharePoint Central Administration so that server administrators can configure a connection to a report server instance and update service account information for a SharePoint Web application. For more information, see Configuring Reporting Services for SharePoint 3.0 Integration.

Before you can set properties, you must first be able to locate the item. Report server items are always stored in libraries or in a folder within a library. By default, document libraries for a site are accessed from the Quick Launch pane on the side of the main view area. The library icon and placement on the Quick Launch page can help you quickly identify a document library. A library is further identified by the New, Upload, and Actions items on the menu bar that are used to create and manage items in the library.

To distinguish report server items from other items on a SharePoint site, you can use the icon to visually identify an item, or pause the mouse cursor over the type and read the file extension. The following image shows a report model, a shared data source, and a report definition in the Documents library:

SharePoint library with a shared data source

Report definitions (.rdl files) that you upload to a SharePoint library are viewed through a Report Viewer Web Part that is installed by the Reporting Services Add-in. An .rdl file association is defined automatically when you install the add-in. When you select a report, it opens automatically in the Web Part. After the report is open, you can use the report toolbar that is included in the Web Part to navigate pages, search, zoom, export, and print the report.

Management tasks are supported through actions on a drop-down menu for each item:

  1. Open the SharePoint Web application or site that contains the content you want to manage.
  2. In a library, find the item.
  3. Click the item to select it.
  4. Click the down arrow that appears when you select the item.
  5. Choose an action from the drop-down menu. Several actions, such as View Properties and Edit Properties, are common to all items that are stored in a library.

Depending on your permissions, each item has common actions that are standard for items that are stored in a SharePoint library. View Properties and Edit Properties are examples of common actions. Custom actions provide item-specific management functionality. The following image shows the actions for a report definition. Examples of custom actions for a report definition include Manage Subscriptions and Manage Processing Options:

Menu items for a report definition

For more information about how to use these actions for each report server item, see Report Server How-to Topics (SharePoint Integrated Mode) in SQL Server Books Online.

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