Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Configuring subscriptions

From: SQL Server Reporting Services in Depth

Video: Configuring subscriptions

Right now, for anyone to see any of these reports, they have to come to the website and click the link to either view it on the site or be able to select the Export option to view it in one of the other formats. But we can also have these reports generated automatically on a schedule to create a subscription to them, say that have a sales report sent to our Inbox every Monday morning at 8 a.m. But this can require just a little more work on our part as a report creator, so let's see why. I am going to take one of these reports that I have. It really doesn't matter which one.

Configuring subscriptions

Right now, for anyone to see any of these reports, they have to come to the website and click the link to either view it on the site or be able to select the Export option to view it in one of the other formats. But we can also have these reports generated automatically on a schedule to create a subscription to them, say that have a sales report sent to our Inbox every Monday morning at 8 a.m. But this can require just a little more work on our part as a report creator, so let's see why. I am going to take one of these reports that I have. It really doesn't matter which one.

I'm going to pick this very simple first report I created right at the start. Let's say this is the one that I want to subscribe to. Okay, sounds good. I can see that it's working. I want this every Monday morning. I am going to go back to the containing folder, which for me is just the Home page here, and from the dropdown menu, I'm going to select Subscribe. I choose that option and I am refused. It says no. Well, the question is, why? Here is the deal. Right now when I run this report, it's connecting to the database and the database is asking from my credentials.

It's saying okay, someone is trying to get this data. Who are you? And because of the way our data source is defined, I am passing my own Windows credentials through because I am currently logged on. But if I want to tell the server to generate the report by itself regardless of if I am even logged into the system, it just doesn't have any credentials to do that. Reporting Services doesn't automatically have all the credentials it needs to talk to every database it might possibly connect to. So to allow subscriptions, this report needs to have a data source that includes credentials, so that it will work correctly.

Now, this report actually has an embedded data source in it. I could go back into Report Builder to edit it, but I can also actually edit it here. If I choose the menu and just come down into Manage, an option I have over on the left-hand side is Data Sources, which is really just a description of the embedded data source that I currently have. And right now it's giving me the description, the Connection string, and saying it's using Windows integrated security. That's what's passing through my credentials whenever I run it. But if I am not going to be around when it runs, I need to provide something else.

So here is most useful option right now, the option to have credentials stored securely in the report server. Now I could write my own Windows Account in here, but I don't want to write my actual credentials in here. That would just be a bad practice. So what I have done is I have talked to the database administrator on this database, which in this case is me, and I have created an account in the database that is set up as ReadOnly with access to the tables that it needs. I am going to type in those credentials so they are stored with this report.

I named that account AW2008ReadOnly, and I will type in my password for it. In my case, it is an account that's directly stored in the database. It's not a Windows account, so I am not going to say Use as Windows credentials. I am going to click Test Connection. I get this message Connection created successfully, looks good. I still need to click Apply; otherwise, it won't be saved. Now those credentials are stored as part of the data source and this data source is embedded inside this report. I could also do this same idea with a shared data source, but for purposes of time, I am just doing it this way.

So I am going to go back and make sure that this report runs normally. We don't want to interfere with that. Yeah, it looks good, looks the same way it did just a moment ago. But now from the dropdown menu, when I click Subscribe, I should have that option available. A subscription in Reporting Services can generate an email, or one of the other options is it can dump it into a Windows File Share, a shared folder. E-Mail should be the default option for delivery, and if you don't see the E-Mail option it means Reporting Services have not been configured to talk to a mail server, so talk to your system administrator about that.

If you want to dump it into a shared folder, you do need to provide a path to it and any credentials that are needed to access that folder. I am going to go with E-Mail. It's assuming that it's being delivered to me, so I am going to leave that, but I also have options to add CCs and BCCs. We have the typical options for delivery that you also get when you're viewing it on the website. We can generate as a PDF, as a Word file or Excel. The default one was opening as MHTML, which is really the compressed archived web page itself so we could open up in the browser, but I know this report could work as PDF, so I am going to select PDF.

And then towards the bottom, the only other thing that we have to specify, how often do I want it, what schedule do I want this on? It's defaulting to 8 a.m. every Monday of every week, but I can click the button to build my own schedule to do it every hour or once a month or twice a day, and we also have options to begin and end this schedule. I am just going to leave it on the default, every Monday at 8 a.m., and click OK, click OK. My subscription is created. We are done. I could do this on multiple reports.

Later, if I've forgotten exactly what and where I've subscribed to different reports, I do have the My Subscriptions link at the top of the Report Manager website where I can view these or delete them.

Show transcript

This video is part of

Image for SQL Server Reporting Services in Depth
SQL Server Reporting Services in Depth

40 video lessons · 9746 viewers

Simon Allardice
Author

 
Expand all | Collapse all
  1. 12m 6s
    1. Welcome
      1m 9s
    2. What you need to know
      1m 36s
    3. Exploring SQL Server Reporting Services components
      4m 17s
    4. Reviewing SQL Server versions
      5m 4s
  2. 49m 41s
    1. The elements of a report
      3m 10s
    2. Creating a report with Report Builder
      12m 11s
    3. Grouping table regions on a report
      6m 1s
    4. Joining data from multiple tables
      4m 33s
    5. Formatting report elements
      4m 34s
    6. Using functions in a report
      11m 0s
    7. Displaying data in a matrix
      8m 12s
  3. 24m 9s
    1. Filtering data and adding parameters to a report
      5m 35s
    2. Customizing report parameters
      5m 4s
    3. Sorting data in a data region
      4m 7s
    4. Applying interactive sorting
      4m 57s
    5. Creating a drillthrough action to connect reports
      4m 26s
  4. 49m 57s
    1. Introduction to charting in Reporting Services
      4m 16s
    2. Creating a column chart
      8m 35s
    3. Adding a generated average to a chart
      4m 5s
    4. Creating a pie chart
      8m 19s
    5. Using sparklines
      6m 38s
    6. Adding a sparkline to a drilldown matrix
      14m 34s
    7. Adding data bars
      3m 30s
  5. 21m 48s
    1. Adding indicators to a report
      7m 52s
    2. Using and configuring gauges
      5m 30s
    3. Using maps in Reporting Services
      8m 26s
  6. 38m 14s
    1. Creating modular reports with report parts
      4m 36s
    2. Adding and updating report parts
      4m 37s
    3. Using subreports and nested regions
      4m 28s
    4. Configuring headers and footers
      3m 9s
    5. Printing and exporting reports
      3m 45s
    6. Using page breaks
      5m 37s
    7. Creating and using shared data sources
      8m 11s
    8. Creating and using shared data sets
      3m 51s
  7. 27m 20s
    1. Organizing reports in Report Manager
      3m 1s
    2. Adding users and configuring report security
      5m 24s
    3. Configuring subscriptions
      5m 13s
    4. Creating a linked report
      4m 8s
    5. Using Report Designer in SQL Server Data Tools
      9m 34s
  8. 1m 2s
    1. Goodbye
      1m 2s

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed SQL Server Reporting Services in Depth.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.