SSRS Report Advice

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SSRS Report Advice

rocky_498

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Points: 6532
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October 16, 2017 at 7:55 am

#329251

Hi All,
I need an advice. I have Report template who has almost 56 fields. I created this report for “Report Template” everytime client request this type of report.I just change Client Name, Start Date,
End Date and the Number of fields client want to see and rename header name accordingly. Then schedule the report weekly/monthly or daily as per client request. I am looking some type of way to our in-house users can run the report/create and schedule by itself instead of IT request. I am thinking SSRS (That’s the reporting tool we are using right now).
Any advice would be appreciated.

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Thom A SSC Guru Points: 99126 More actions · Answer 1

If you deploy the report to your SSRS server, then any of your users will be able to access the report via the web portal; provided you have given them permissions to access the report. They can then chose the parameters they require, and export it in a format they want (i.e. PDF, Excel, csv, etc). If they want, and again, if you give them permissions, they can even set up they're own subscriptions.

Thom~

Excuse my typos and sometimes awful grammar. My fingers work faster than my brain does.
Larnu.uk

rocky_498 SSCertifiable Points: 6532 More actions · Answer 2

Thomas, Thank You for your reply. That I know I can do those things and I am doing for some reports. However, The question was how I am able to Pull the fields that I need from 56 original template fields and rename those fields as need and schedule it. e.g

If I run Template report with below Variables

Client Name = ABC

Start Date = getdate()

End Date = RD +14

and hit "View Report", now I am seeing data with 56 columns. What I am looking, Client "ABC" just want to see only 9 fields out of those 56 fields and it could possible Client "ABC" want to see 9 fields in a different header name.

My real question is, how can I accomplish this task in SSRS. Is it possible in SSRS or not?
Thank You.

Thom A SSC Guru Points: 99126 More actions · Answer 3

rocky_498 - Monday, October 16, 2017 8:47 AM
Thomas, Thank You for your reply. That I know I can do those things and I am doing for some reports. However, The question was how I am able to Pull the fields that I need from 56 original template fields and rename those fields as need and schedule it. e.g
If I run Template report with below Variables
Client Name = ABC
Start Date = getdate()
End Date = RD +14
and hit "View Report", now I am seeing data with 56 columns. What I am looking, Client "ABC" just want to see only 9 fields out of those 56 fields and it could possible Client "ABC" want to see 9 fields in a different header name.
My real question is, how can I accomplish this task in SSRS. Is it possible in SSRS or not?
Thank You.

You can't customise a deployed report, no. If the client wants to always pick and choose what columns and name they want, you'd be best supplying them all. Then the client can download the full file as an xlsx file, delete the columns they don't want, and rename the ones they want to rename.

Thom~

Excuse my typos and sometimes awful grammar. My fingers work faster than my brain does.
Larnu.uk