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Tutorial: How to Locate and Start Reporting Services Tools (SSRS)

This tutorial introduces the tools used to configure a report server, manage report server content and operations, and create and publish reports. The purpose of this tutorial is to help new users understand how to find and open each tool. If you are already familiar with the tools, you can move on to other tutorials that can help you learn important skills for using Reporting Services. For more information about other tutorials, see Reporting Services Tutorials (SSRS).

In this topic:

You must have installed all of the Reporting Services components. For more information about which setup options to select in order to get specific components, see:

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Use the Native mode Reporting Services Configuration Manager (SSRS) manager to specify the service account, create or upgrade the report server database, modify the connection properties, specify URLs, manage encryption keys, and configure a native mode report server for unattended report processing and e-mail report delivery.

To start the Reporting Services Configuration Manager

  1. Click Start, point to Programs, point to Microsoft SQL Server 2012 , point to Configuration Tools, and click Reporting Services Configuration.

    The Report Server Installation Instance Selection dialog box appears so that you can select the report server instance you want to configure.

  2. In Server Name, specify the name of the computer on which the report server instance is installed. The name of the local computer is specified by default, but you can also type the name of a remote SQL Server instance.

    If you specify a remote computer, click Find to establish a connection. The report server must be configured for remote administration in advance. For more information, see Configure a Report Server for Remote Administration.

  3. In Instance Name, choose the SQL Server Reporting Services instance that you want to configure. Only SQL Server 2008, SQL Server 2008 R2, and SQL Server 2012 report server instances appear in the list. You cannot configure earlier versions of Reporting Services.

  4. Click Connect.

  5. To verify that you launched the tool, compare your results to the following image:

    Reporting Services Configuration tool

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Use Report Manager (SSRS) to set permissions, manage subscriptions and schedules, and work with reports. You can also use Report Manager to view reports.

Before you can open Report Manager, you must have sufficient permissions (initially, only members of the local Administrators group have permissions that provide access to Report Manager features). Report Manager provides different pages and options depending on the role assignments of the current user. Users who have no permissions will get an empty page. Users with permissions to view reports will get links that they can click to open the reports. To learn more about permissions, see Roles and Permissions (Reporting Services).

To start Report Manager

  1. Open Microsoft Internet Explorer 6.0 or later.

  2. In the address bar of the Web browser, type the Report Manager URL. By default, the URL is http://<serverName>/reports. You can use the Reporting Services Configuration tool to confirm the server name and URL. For more information about URLs used in Reporting Services, see Configure Report Server URLs.

  3. Report Manager opens in the browser window. The startup page is the Home folder. Depending on permissions, you might see additional folders, hyperlinks to reports, and resource files within the startup page. You might also see additional buttons and commands on the toolbar.

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Report server administrators can use Management Studio to manage a report server alongside other SQL Server component servers. For more information, see Use SQL Server Management Studio.

To start SQL Server Management Studio

  1. Point to Start, point to All Programs, point to Microsoft SQL Server 2012 , and then click SQL Server Management Studio. The Connect to Server dialog box appears.

  2. If the Connect to Server dialog box does not appear, in Object Explorer, click Connect and then select Reporting Services.

  3. In the Server type list, select Reporting Services. If Reporting Services is not on the list, it is not installed.

  4. In the Server name list, select a report server instance. Local instances appear in the list. You can also type the name of a remote SQL Server instance.

  5. Click Connect. You can expand the root node to set server properties, modify role definitions, or turn off report server features.

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Report Designer is available within SQL Server Data Tools (SSDT). The design surface in the tool includes tabbed windows, wizards, and menus used to access report authoring features. The report designer tool becomes available when you choose a Report Server Project or a Report Server Wizard template. To learn more, see Reporting Services in SQL Server Data Tools (SSRS).

Note Note

In SQL Server Reporting Services new and revised authoring tools are used to access new features. For more information, see What's New (Reporting Services).

To start Report Designer

  1. Click Start, point to All Programs, point to Microsoft SQL Server 2012 , and then click SQL Server Data Tools (SSDT).

  2. On the File menu, point to New, and then click Project.

  3. In the Project Types list, click Business Intelligence Projects.

  4. In the Templates list, click Report Server Project. The following diagram shows how the project templates appear in the dialog box:

    New Project template dialog box

  5. Type a name and location for the project, or click Browse and select a location.

  6. Click OK.  SQL Server Data Tools (SSDT) opens with the Visual Studio start page. Solution Explorer provides categories for creating reports and data sources. You can use these categories to create new reports and data sources. Tabbed windows appear when you create a report definition. The tabbed windows are Data, Layout, and Preview. To get started on your first report, see Create a Basic Table Report (SSRS Tutorial). To learn more about query designers you can use within Report Designer, see Query Design Tools in Report Designer SQL Server Data Tools (SSRS).

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Use Report Builder (SSRS) to create reports in a Microsoft Office-like authoring environment. You can customize and update all existing reports, regardless of whether they were created in Report Designer or in the previous versions of Report Builder. Contact your administrator for the location of the ReportBuilder3.msi file that you run to install Report Builder on your local computer.

To install Report Builder

  1. Browse to locate the ReportBuilder3.msi, the Windows Installer Package (MSI) for Report Builder, and click it. The Microsoft SQL Server Report Builder Wizard is launched.

  2. On the Welcome to the Installation Wizard page for Report Builder, click Next.

  3. On the License Agreement page, read the agreement and then select the I accept the terms in the license agreement option. Click Next.

  4. Provide your personal name and company name. Click Next.

  5. On the Feature Selection page, optionally click Browse or Disk Cost. Click Next.

    • Click Browse to see the default location of Report Builder and update it.

      Note Note

      The default installation folder for Report Builder is <drive>Program Files\Microsoft SQL Server.

    • Click Disk Cost to learn how much disk space Report Builder consumes.

      Note Note

      If a volume does not have sufficient amount of free disk space, the volume is highlighted.

  6. On the Default Target Server page, optionally provide the URL to the target report server if it is different from the default. Click Next.

    Note Note

    If you plan to work with Report Builder when it is connected to a report server, it is convenient to provide the URL to the server at this time. However, you can also do this from the Options dialog box when you are working in Report Builder.

  7. Click Install to complete the installation of Report Builder.

To start Report Builder ClickOnce from Report Manager

  1. In your Web browser, type the URL for your report server in the address bar. By default, the URL is http://<servername>/reports. Report Manager opens.

  2. Click Report Builder.

    Report Builder opens and you can create a report or open a report on the report server.

To start Report Builder ClickOnce using a URL

  1. In your Web browser, type the following URL in the address bar:

    http://<servername>/reportserver/reportbuilder/ReportBuilder_3_0_0_0.application

  2. Press ENTER.

    Report Builder opens and you can create a report or open a report on the report server.

To start Report Builder ClickOnce in SharePoint integrated mode

  1. Navigate to the site that contains the library you want.

  2. Open the library.

  3. On the New menu, click Report Builder Report.

    Report Builder opens and you can create a report or open a report on the report server.

To start Report Builder Stand-alone from the Start menu

  1. On the Start menu, click All Programs, and then click Microsoft SQL Server 2012 Report Builder.

  2. Click Report Builder.

    Report Builder opens and you can create or open a report.

  3. Click Report Builder Help to open the documentation for Report Builder.

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