How do I create a single SSRS schedule in the PBRS Web Application?

Step 1 - To create a new schedule for a Single SSRS Report in the Web Application, begin by selecting the "New schedule" drop-down menu. From there, choose the option for "SSRS Schedule".

You will then be able to configure the schedule settings.

Step 2 - General Tab: In the "Provide Report Details" section, click on the (...) option and select your Parent Folder from the list provided and give the Schedule a Name to easily identify it.

Step 3 - In the "SSRS Report" Section

- Choose the required Account needed to access the SSRS report that you want to schedule.

- Enter "reports" in the Virtual Directory.

- Choose the Report from clicking the (...)  for the Report Path.

Step 4 - Proceed to the Scheduling Tab by clicking the "Next Step" button.

Scheduling Tab

Step 5 - In the "Setup when the schedule should run" section, you can select the start date for your schedule by clicking on the calendar icon. Choose the specific date when you want the schedule to begin running. Set the Frequency for the schedule, whether it's daily, weekly, or monthly. This frequency setting determines how often the schedule will run.

Step 6 - Select a Schedule Time for when the schedule should execute. If you need this schedule to repeat multiple times throughout the day, you can select the "Repeat Every" option.

Step 7 - Check Enable this Schedule, to ensure that the schedule will run when it is supposed to in the future. 

Step 8 - Proceed to the Datasources Tab by clicking the "Next Step" button.

Step 9 - In the Datasources section, you have the ability to select and edit the credentials for the datasource needed for the report. 

Step 10 - Proceed to the Parameters Tab by clicking the "Next Step" button.

Parameters Tab

Step 11 - To add a Parameter, go to the Parameters section and select which value you would like to edit. 

Step 12 - You then have the option to select your value, click OK, then click Save 

OR

Step 13 - You have the option to select All and then click Save to select each of the values at once.

Step 14 - Proceed to the Destinations by clicking the "Next Step" button.

Destinations Tab

Step 15 - In the Destinations Section, click Add Destination to add a destination for the report. The following Screen will be displayed.

Step 16 - Provide a Destination Name, choose between Email or Disk Destination, and select the desired Output Format.

Step 17 - Enter your required information based on what destination you choose. For Example, you have the option to embed a report into an email destination. See below.

Save your destination by clicking on the "Save" button.

Step 18 - Proceed to the Completed Tab by clicking the "Next Step" button.

Completed Tab

Step 19 - After reviewing the schedule setup and confirming that no changes are needed, simply click on the Submit button to save the schedule.

Once the Schedule has been created the following screen will be displayed.

You have now successfully created a SSRS Single schedule.