How to create Reports with your SSRS in MOSS or WSS V3

Configuration of the reporting Service Document Library after successfully Integration

After successfully integration of the SSRS with MOSS and WSS V3 I was fighting with to use it effectively and as I want to use it. After lots of troubleshooting and fighting with it I have managed to work as I expect. I have created the step by step guide to configure so that it works as you expect.

This Document is prepared assuming that reporting service is fully installed .

  1. Browse to SharePoint Central Admin Web Page. Click on Application Management and under reporting Service Click on Mange Integration Setting. (Figure 1)

  2. Input reporting Server Web Service URL. In my case I have Separate Sites for reporting Services. http://Servername:8080/reportserver.

  3. Under Authentication Mode Use Windows Authentication. I have Read so many blogs to use Trusted Accounts but I had to fight when Creating Reports when I used trusted Accounts So I used Windows Authentication. Click on OK .

  4. Under Reporting Service Click on Grant Database Access. (Figure 2) .

  5. Input your Report Server Address. Input your Instance or Select Default Instance and click on OK. You will get another pop up screen for username and password. (Figure 3) .

  6. Type user name and password which have the access to the SharePoint database. I have used my Farm Admin Account. Click on OK.

  7. Under Reporting Service Click on Set Server Defaults. Leave every default and click on OK. (Figure 4) .

Well Done your integration with the reporting Service is finished . Now its time to start Creating reports. But its not done yet. To create reports and published reports you have to configure your document Library which will give you option to create reports. By default you will not be able to create or published reports directly. So lets configured our document Library . For this I have created new document Library. I assume everybody of us know how to create document Library. So after creating Document Library I will guide you to change Document Library Content source to Reporting Service Content Source.


  1. Open you newly Created Document Library. Click on Settings and Click on Document Library Settings. (Figure 5) .

  2. Under General Settings Click on Advanced Settings. Under Content Type Select Yes on Allow Mange Content Types. Leave Every other Option Default and click on OK. (Figure 6)

  3. Under Content Type Click on Add from Existing Content Types. Under Select Content Type select Report Builder Model, Report Builder Report and report Data Source and Click on Add. Verify that Under Content Types to add the three Content Type you select have appeared. Click on OK. (Figure 7)

  4. Under Content Type Click on New Content button Order and Default Content Type. Make the new content type you have added to 1,2 and 3. Its ok to choose anyone of it to 1. and the Document Should be 4 . Click on OK. (Figure 8) .

Now your document Library I ready to create report. Before creating report you have to create Report data Source and Report Builder Model. First action is to create Report Data Source . Second Action is to create Report Builder Model. So lets create Report Data Source.

  1. Browse to the Document Library You have created for your Reporting Services. Click on New. Click on Report Data Source. (Figure 9) .

  2. Under Name type the Name of the data source. Under Data Source Type Select Microsoft SQL Server. Under Connection String Define the Connection String as follows. < source=" DatabaseServerName;Initial" catalog="DatabaseName">. Under Credentials Select Stored Credential . Type the username and password which have access to the database. Select Used as Windows Credentials on the option .and click on OK . (Figure 10) .

  3. Now lets Create Report Builder Model. Click on New, Click on report Builder Model. Type the Name of the report Builder Model. Under Data Source Link Click on … to browse the data source Link. Select the Data Source you have created before and click on OK. (Figure 11) .

  4. Click on OK again. (Figure 12) .

Now you are ready to create and published report. So lets start generating and Publishing reports.

  1. Click on New Click on report Builder report. Microsoft Report Builder will Start up the application. Select the Report data Model you have created before. Select your report layout. Click on OK. (Figure 13)

  2. You will see the report in the design view. Design your report and click on Run Report. And later save it. (Figure 14)

  3. Here is my report I have created for the feature on my Webapp. (Figure 15)

Hopefully All of you guys do not have to go to the same hassle I have been through.

Enjoy your new Feature. Have any question Fell free to leave comment.







1 comment:

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