Pro SQL Server 2012 Reporting Services

CHAPTER 10  MANAGING REPORTS

Figure 10-8. AR Reconciliation report with default parameters

Updating the report through Report Manager doesn’t overwrite other properties of the report such

as history, schedules, and execution methods.

 Caution When you use default values based on variable data such as values in a database, it’s important to

note that the returned value must coincide with available values. In this example, if a value of 5 is returned for

May, but no values for May can be selected, the report will force the user to make a selection, as opposed to

executing and returning no data. We chose to limit the data to values actually stored in the database.

Setting Up a Data Source for the Report

The AR Reconciliation report will be set up to generate a history that allows users to view the report as it

was when it was executed. In addition, because the report will be run at a prescheduled time, SSRS

needs to know what credentials to use to access the data for the report. You can either modify our

existing data source credentials or we could create a new data source to accommodate this.

Using the Report Manager, navigate to the folder that contains the End of the Month Financials

report and then select New Data Source. Name the data source EOM Financials. Because this is a SQL