How do I setup Default Destinations in PBRS?

Default destinations are destinations which can be reused each time you create a schedule (without having to enter the same destination information over and over again).

Options - Default Destinations

  • Go to Options.
PBRS Home Menu

  • Select Default Destinations.
Power BI and SSRS. Default Destination section in Options in PBRS

Adding a Default Destination

To add a Default Destination, perform the following:

  • Click Add
Power BI and SSRS. Default Destination section in Options in PBRS
Power BI and SSRS. Adding a default destination in PBRS
  • Enter the name you wish the destination to be called, click OK on the Destination window. Then, click Apply.
Power BI and SSRS. Email destination wizard in PBRS

Power BI and SSRS. Default Destination section in Options in PBRS
  • The Default Destination has been successfully created.

Using a Default Destination

To add the Default Destination to a schedule, perform the following:

  • Navigate to the Destinations tab of the Schedule Properties and click Import.
Power BI and SSRS. Default Destination section in Options in PBRS
  • Select the Default Destination you wish to use and click OK.
Power BI and SSRS. Select Destination for Testing in PBRS
  • Click Apply.
Power BI and SSRS. Destination Wizard in a Report Schedule in PBRS

This report will now use the specified default destination without the need to set up the destination specifics.

Testing Using a Default Destination

One of the features of PBRS is the ability to set up specific default destinations for testing purposes (such as a test folder on the server's C: drive or a testing e-mail address).

To test a schedule using a default destination instead of the schedule's actual destination, perform the following:

  • Right-click on the schedule you wish to test.
  • Click Tools. Then, click Test.
Power BI and SSRS. Schedules Context Menu in PBRS
  • Click the destination you wish to use from the list of Default Destinations that pops up. Then, click OK.
Power BI and SSRS. Select Destinations for Testing in PBRS

Once you click OK, the schedule will automatically execute to the test destination, and you will receive a success or failure message.

Sharing Default Destinations

  • Default Destinations can be assigned to specified user groups. These groups are created in the User Manager. If you want to "pre-make" a destination so that a certain group of users can only have schedules export to that location, you can find how to assign them that default destination.