David Dozer, Senior Functional Designer

GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY

© 2015 EXACT

Agenda

• Introduction

• SSRS Basics

• Out of the box Dashboards

• Launching from an entity

• Add reports to project card

• Uploading custom SSRS reports

• Setting default values

• Linking browsers

• Querying your data

• Dynamic Data sources

• Wrap up

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY2

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY3

Introduction

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SSRS Basics

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SSRS Basics

• Free with SQL Server

• Next generation reporting tool

• Easily display disparate sets of data

• Runs on IIS

• Does not require a runtime

• Easily accessible

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY5

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SSRS Basics - Settings

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY6

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY7

Out of the Box Dashboards

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Out of the Box Dashboards

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY8

© 2015 EXACT

Out of the Box Reports

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY9

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY10

Launching from an Entity

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Establishing parameters for entity

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY11

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Viewing from the Account Card

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY12

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY13

Add Reports to the Project Card

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Report tab on Project card

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY14

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY15

Uploading Custom SSRS Reports

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Custom SSRS Reports

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY16

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY17

Setting Default Parameter Values

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Default Parameters

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY18

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY19

Linking Browsers

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Browsers

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY20

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY21

Querying Your Data

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SSRS Data Sets

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY22

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY23

Dynamic Data Sources

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Dynamic Data Sources

- GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY24

© 2015 EXACT - GETTING THE MOST OUT OF SQL SERVER REPORTING SERVICES (SSRS) IN EXACT GLOBE AND EXACT SYNERGY25

QUESTIONS?

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