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Using SQL-RD to Schedule Reports in SharePoint Integrated Mode

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SQL-RD is often used to schedule SSRS report subscriptions. Connecting to your reports via the Reporting Services .asmx, SQL-RD can automatically run the report, populate necessary parameters, and deliver the report to a recipient via Email, Fax, FTP, SMS or even SharePoint. Speaking of SharePoint, SQL-RD can also schedule reports even in SharePoint integrated mode.

What is SharePoint integrated mode? Though your reports will still exist in SSRS, they are accessed, managed, and distributed using SharePoint’s collaboration and topology functions. From a single unified interface, you can SNAGHTML1a0d206control report/document permissions in one place, and make it easier for users to access and run reports.  When it comes to report scheduling, if these reports are integrated with SharePoint, can you schedule reports in SharePoint integrated mode? Indeed you can! In fact, its easier than you think.

First open SQL-RD and create a schedule. In the general section, all you must do is enter your unified Reporting Services 2010 URL. For example: http://sqlrdsamples.christiansteven.com/reportserver/reportservice2010.asmx. There is no need to worry about permissions to the reports as this is already handled by Active Directory. Though you may have both documents and SSRS reports in your SharePoint site, SQL-RD will only display the available SSRS reports. By simply entering the URL you can easily use SQL-RD toschedule reports in SharePoint integrated mode.

Next determine the schedule for your report (daily, weekly, monthly, etc.). Select the destination for your report such as an FTP site, or email address. Next select the report format. SQL-RD has a wide variety of report formats including PDF, Excel, Word, Text, even Lotus Notes. You can finish off reports with special tasks such updating a database, or sending a notification when report deliver is complete.

There you have it! With very little need to alter system settings, it’s easy to schedule reports in SharePoint integrated mode. If you want a detailed guide on how to schedule an SSRS report from start to finish, you can view our YouTube tutorials here.

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