How to Create an SCRM Report Server Project

  • Article

You can create an SCRM 2006 Report Server project by using the Microsoft SQL Server Business Intelligence Development Studio. This procedure shows you how to create an SCRM Report Server project for the Add or Remove Programs Inventory Summary file you saved in How to Obtain the Report Definition Language File for an SCRM Report. You use similar steps to create the Report Server project for other SCRM 2006 reports.

To create an SCRM Reports Server project

  1. In Windows Server 2003, click Start, All Programs, Microsoft SQL Server 2005, and SQL Server Business Intelligence Development Studio.

  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.

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

  6. If a solution is currently open, select Add to Solution or Close Solution. Add to Solution adds the report server project to the current solution. Close Solution closes the current solution and creates a new one with the same name as the project.

  7. Click OK to create the project.

  8. In Solution Explorer, right-click Shared Data Sources and select Add New Data Source.

  9. In Name, type SCDW for the data source.

  10. In Type, select Microsoft SQL Server.

  11. Click Edit to show the Connection Properties dialog box.

  12. In Server Name, type the name of the computer where your SCRM databases are located.

  13. In Select or enter a database name, select SystemCenterPresentation and click OK.

  14. Click OK to close the Shared Data Source dialog box.

  15. In Solution Explorer, right-click Reports, select Add, and then select Existing Item to display the Add Existing Item dialog box.

  16. Navigate to the .rdl file you saved in How to Obtain the Report Definition Language File for an SCRM Report.

  17. Click the .rdl file, and then click Add to add the SCRM report definition language file to the project.

  18. In the Reports folder, double-click the report .rdl file. A message box is displayed.

  19. Click Yes to convert the .rdl file to the current report definition format.

See Also

Tasks

How to Obtain the Report Definition Language File for an SCRM Report

Concepts

About SCRM 2006 Report Customization