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.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • Or select Create SSRS from the card on the home screen.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • Click New SSRS Report.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.

KPI's and Dashboards: SSRS Reports in IntelliFront BI.

SSRS Credentials

Pick Account

KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • 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

KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • 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 (of required) to access the SSRS account
  • Windows Account: Select this option if the credentials are from a Windows Accounts.
  • Forms Account: Select this option if the credentials are from a Forms Account.
  • Connect: Click Connect to connect to the SSRS Account.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.

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

Select Report

KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • 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.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.

Report Properties

KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • 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

KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • All the report parameters will be shown on the Parameters Tab.
  • Enter the parameter vales required.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • 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.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.

KPI's and Dashboards: SSRS Reports in IntelliFront BI.

SSRS Context Menu

KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • 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.
KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • SSRS Report Viewer: Opens the report in a new Tab.
  • IntelliFront BI Viewer: You will prompted for the following:
KPI's and Dashboards: SSRS Reports in IntelliFront BI.
  • 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.