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SQL Server Reporting Services Report Manager Tips and Tricks


By:   |   Last Updated: 2013-09-06   |   Comments (8)   |   Related Tips: > Reporting Services Configuration

Problem

I am new to SQL Server Reporting Services Report Manager.  I need information on customizations.  I have also heard about the My Reports Feature.  Can you please explain that as well?  Check out this tip to learn a few SQL Server Reporting Services (SSRS) Tips and Tricks on Report Manager.

Solution

In this tip, we will take a look at the following Tips and Tricks:

  • Customizing Report Manager Header/Title
  • Uploading Custom File Types to Report Manager
  • Enable My Reports Feature

Note: This tip assumes that you are familiar with basic functioning of Report Manager.  If not, check out these resources - http://www.mssqltips.com/sqlservertutorial/247/report-manager/ and Reporting Services Tutorial.

Customizing Report Manager Header/Title

It is a good and well known practice to test the reports in all the different environments/configurations (SQL Server Edition/Service Pack, Operating Systems, Browsers etc.) to ensure that all the end user environment configurations are covered and the reports work fine on those. While testing the reports on different configurations, especially when there are a bunch of environments, it is a good idea to label Report Managers on each of the environments differently to avoid confusion. We can use the Report Manager Title property to label and identify different environments. By default the Report Manager Title is set to "SQL Server Reporting Services" as shown below.

Customizing Report Manager Header/Title

Go to "Report Manager" >> "Site Settings" >> "General". Set the "Name" property under "Properties" section. For the purpose of this demonstration, set the "Name" property to "SQL Server 2012 Developer (SP1) - 11.0.3000.0 (X64) - Dev Environment" and click on Apply.

Customizing Report Manager Header/Title

Report Manager will look as shown below.

Customizing Report Manager Header/Title

This tells us that, this Report Manager corresponds to 64-bit SQL Server 2012 Developer Edition with Service Pack 1 and is a Development Environment.

Uploading Custom File Types to Report Manager

Usually Report Manager is used to host various different Reporting Services artifacts like Reports, Data Sources, Report Parts, etc. However, Report Manager also allows hosting other types of files like Word, Excel, images, etc. This can be a very useful feature, especially in scenarios where reports are directly accessed from Report Manager and there is no front end portal for hosting reports, to host the project related artifacts like Help Documents, How-To Guides, Data Models, etc. For the purpose of this demonstration, let's upload few sample files.

Click on Upload File and select the file to be uploaded in the Upload File section as shown below.

Uploading Custom File Types to Report Manager

Below screenshot shows three different sample files have been uploaded to Report Manager - Word Document, Excel Workbook, and an Image.

Uploading Custom File Types to Report Manager

Few files can be directly opened within the browser window like an image and other file types like Word, Excel, etc. need to be download to local file system to view them.  The following diagram shows an image file opened directly in the browser window.

Uploading Custom File Types to Report Manager

Enable My Reports Feature

The My Reports feature allows users to save reports to a private folder. This feature allocates/reserves space in the ReportServer database for each user. This feature is disabled by default.

Follow these steps to enable this feature:

  • Connect to the Reporting Services instance in SQL Server Management Studio (SSMS)
  • Right-click on the server and select "Properties" from the context menu, which will open the Server Properties window. Select the "Enable a My Reports folder for each user." checkbox.


  • Enable My Reports Feature

    Note that you can assign a role of your choice to the My Reports folder, which is set to "My Reports" role by default. You can choose one of the built-in roles or you can create a custom role and assign it.

  • Once this feature is enabled, every user gets to see a "My Reports" folder on the Report Manager. They can create/manage their reports in there.


  • Enable My Reports Feature

  • The Administrators get to see two new folders on the Report Manager - "My Reports" (My Reports folder for the Administrator) and "Users Folders" (this contains sub-folders, each of which is a "My Reports" folder for the individual users).

  • Enable My Reports Feature


    Enable My Reports Feature

  • We have chosen the "My Reports" role under the security settings for the My Reports folder in step 1. If you want to view or modify the specific settings of this role to include/exclude the tasks that the users can perform, you can do so. Connect to Reporting Services instance in SSMS, go to "Security" >> "Roles" >> "My Reports". Right click on "My Reports" role to view/modify the properties of this role.


  • Enable My Reports Feature


    Enable My Reports Feature

Here are few highlights of My Reports feature:

  • This feature can be enabled/disabled either for all users or none of the users. It does not allow enabling/disabling for specific users/groups.
  • Any changes to the security settings applies to all the users and security settings cannot be set differently for different users/groups.
  • When this feature is disabled, users will no longer see the My Reports folder for their login. However, the folders stored on the Report Server need to be manually removed/deleted.
  • While this feature is active, "My Reports" becomes a reserved name.
  • This feature can be really useful in scenarios like the reports authored by various users need to be reviewed.
  • When the number of users increases, it might be difficult to maintain them.

All the tips and tricks demonstrated above have been verified on SQL Server 2012. However, these tips and tricks work on SQL Server 2008 and above.

Next Steps


Last Updated: 2013-09-06


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About the author
MSSQLTips author Dattatrey Sindol Datta has 8+ years of experience working with SQL Server BI, Power BI, Microsoft Azure, Azure HDInsight and more.

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Friday, June 03, 2016 - 1:19:44 PM - Michael Back To Top

 When using 'My Reports' do users create links to other reports in their folder or are they actual copies of the original reports?  How are the reports in the users folders affected when deploying a new version of the report?

Thanks,

 

 


Wednesday, February 25, 2015 - 9:12:28 AM - subaji Back To Top

hi guys ,

 i Need SSRS Report After deploy .I need to Saw Source Folder . it's Possible.

otherwise I want deploy my dynamic path Folder Rdl ..

 

Reply to [email protected]

'

thanks & regards

 


Saturday, September 20, 2014 - 3:11:49 AM - PRABHAKAR PANDEY Back To Top

Hi,

I am unable to access report manager url, When I open the url it give HTTP 401 error Unauthorized. 

pl, suggest me.

 


Tuesday, May 13, 2014 - 5:52:31 PM - Tom Smith Back To Top

Hi Kiran,

 

Thanks for the tip on uploading custom files.  Any way to display an icon rather than a white rectangle?  I'd like the users to see that the files are PDFs.

Thanks,

Tom Smith

 


Tuesday, April 29, 2014 - 2:47:25 PM - Dattatrey Sindol (Datta) Back To Top

Hi Kiran,

Please take a look at this tip to understand and resolve the permissions issue: http://www.mssqltips.com/sqlservertip/3144/sql-server-reporting-services-report-manager-site-permissions-error-after-installation/

Best Regards,

Dattatrey Sindol (Datta)


Monday, April 28, 2014 - 7:29:26 AM - Kiran Kumar Egam Back To Top

Hi ,

I am facinng the following access issue. 

The permissions granted to user 'DomainName\UserName' are insufficient for performing this operation.

The above issue while  upload the .rdl file  to url.


Tuesday, March 18, 2014 - 8:42:27 AM - John Back To Top

Thank you


Wednesday, September 11, 2013 - 10:08:43 AM - Siva Prasad Back To Top

Nice article Datta. good to know these add ons for reporting services. keep going.


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