Report Manager organization

  • Hi Everyone,

    Just curious as to how you organize your reports on the server.

    1. By report type

    2. By department/functional area of your company

    3. something else, and if so please provide a bit if detail.

    Right now, I have my reports pretty much organized by functional area, but am looking for ideas that might make more sense.

    Best,

    Dave

  • The 2 things I'd look at when designing the SSRS folder structure is:

    1. Making navigation easier for users

    2. Making managing security easier for me.

    In my experience those 2 items typically mean setting it up based on department/functional area the best way to set it up.

  • Hi I Jack, I got small requirement pls help me out and i can send you the details, please let me know how to add image here..thanks

  • To add images you can use the IFCode's (img tag or the Insert Image button at the top of the editor) if the image is something you can provide a link to, or you can just add images as attachments to your post using the post options below the text entry window.

  • Jack, I have done it..thanks for your reply..!! i have recently added new post, Please help me out thanks

  • Jack,

    Thank you for your insight. That makes sense.

    Dave

  • Glad that seemed to help. I'm surprised no one else had anything to share about this.

  • OK - I'll jump in Jack.

    Like you, to make managing security easier, we organise the folders / reports on business area so that the HR reports are in their own folder and finance ones in their own area etc.

    Folders are accessed by AD group membership, so when there is a new starter in a team, they are put in the right AD groups and can then see the reports they need to.

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  • YMMV but I usually organize my reports by function.

    I also create reports that act as menus to help users find and access reports that pertain to the function. I hide all the subreports and main reports and just display the report menu. This is useful for those users who don't know about the "show details" option and helps steer them away from running subreports that need parameters passed from another report.

    I am able to manage the security easily because in my small company a user is either able to see all the reports in a given function (folder) or they're not.

  • Thank you very much, everyone! I appreciate your feedback on this! 🙂

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