How do I setup SSRS Reports in IntelliFront BI?

You can create and schedule SSRS reports from within IntelliFront.

Integrations - SSRS Reports

• Go to Workshop and select Integrations. In Integrations, select SSRS Reports.

• Or select Create SSRS from the card on the home screen.

• Click New SSRS Report.

 

SSRS Credentials

Pick Account

• This will enable you to pick an existing SSRS account (Previously set up in accounts) which will be used to access your SSRS reports.
• Select Account: Select the SSRS account that you want to use from the drop down list.
• Connect: Click Connect to connect to the SSRS Account.

SSRS Credentials

• SSRS Credentials: Select this option if you don’t already have an SSRS account set up in Accounts.
• Enter Report Credentials: Type in the URL for the reports.
• User Name: Enter the username for the SSRS account
• Password: Enter the password (if required) to access the SSRS account
• Windows Account: Select this option if the credentials are from Windows Accounts.
• Forms Account: Select this option if the credentials are from a Forms Account.
• Connect: Click Connect to connect to the SSRS Account.

Once successfully connected choose the SSRS report you want to add to IntelliFront BI.

Select Report

• Load report: Saves the chosen report.
• Groups: Determine who will be able to see the Dashboard. You can use the Groups set up within Users and Groups to do this.

Report Properties

• Report Name: This is the name of the report. You may overwrite this if you wish
• Report Description: (Optional) Enter a report description to let users who access the report what it is about.

Report Parameters

• All the report parameters will be shown on the Parameters Tab.
• Enter the parameter values required.

• Click Save Report.
• Save Report and Close: Closes the SSRS report screen and returns you to the SSRS Report Home Screen.
• Save Report and Create Another: This will create another SSRS Report.
• Cancel: Cancels the SSRS report without saving.

 

SSRS Context Menu

• To Edit, View or Delete the SSRS Report click on the (...) next to the left of the report name.
• Edit: Allows you to make changes to the report.
• View Report: Allows you to review the report. Select either SSRS Report Viewer or the IntelliFront BI Viewer.

• SSRS Report Viewer: Opens the report in a new Tab.
• IntelliFront BI Viewer: You will be prompted for the following:

• Export Format: Choose a format to view your report in.
• Send Email Notification to: Enter an email address to receive a notification that the report is ready to view

Note: The report will open in a New Tab.