For organizations with administrators, you can ask an administrator to install and configure Report Builder through the Microsoft Endpoint Configuration Manager. Administrators can manage permissions, download Report Builder from the web portal, and oversee folders and shared datasets saved to the report server.
Administrators can use Microsoft Endpoint Configuration Manager to push Report Builder to your computer. To learn how to use specific software to install Report Builder with Configuration Manager, see Microsoft Endpoint Configuration Manager documentation.
Security features in Windows versions 10 and later require elevated permissions to run command line operations and prompt for permission to run the command line. The installation isn't silent. To make the installation silent, you need to run the command line as an administrator.
On a SharePoint site integrated with Reporting Services, if the New Document menu doesn't list Report Builder Report, Report Builder Model, and Report Data Source, their content types need to be added to the SharePoint library. For more information, see Add Reporting Services content types to a SharePoint library.
If you'd like to work with Report Builder when it's connected to a report server, provide the URL to the server at this time. You can also do this from the Options dialog in Reporting Services.
You can also perform a command line installation of Report Builder and provide arguments to customize the installation. In addition to the standard Microsoft Installer (msi) intrinsic parameters, you can use the custom parameters that Report Builder provides: RBINSTALLDIR and RBSERVERURL. RBINSTALLDIR specifies the root installation folder for Report Builder. RBSERVERURL specifies the default report server that Report Builder uses to save reports on the server.
If you want a silent installation, with no user interface interaction at all, specify the /quiet option. By design, the quiet option flag suppresses installation errors. Therefore, we recommended that you include the /l option to specify logging when you use the quiet option.
Microsoft Report Builder is a tool for authoring paginated reports, for business users who prefer to work in a stand-alone environment instead of using Report Designer in Visual Studio/SSDT. When you design a paginated report, you're creating a report definition that specifies what data to retrieve, where to get it, and how to display it. When you run the report, the report processor takes the report definition you specified, retrieves the data, and combines it with the report layout to generate the report. You can preview your report in Report Builder. Then publish your report to a Reporting Services report server in native mode or in SharePoint integrated mode (2016 and earlier).
This paginated report features a matrix with row and column groups, sparklines, indicators, and a summary pie chart in the corner cell. The matrix accompanies a map with two sets of geographic data represented by color and by circle size.
Start with a shared dataset: Shared datasets are queries based on a shared data source and saved to a Reporting Services report server in native mode or in SharePoint integrated mode.
Start with the Table, Matrix, or Chart wizard: Choose a data source connection, drag and drop fields to create a dataset query, select a layout and style, add accessibility row properties, and customize your report.
Start with the Map wizard: Create reports that display aggregated data against a geographic or geometric background. Map data can be spatial data from a Transact-SQL query or an Environmental Systems Research Institute, Inc. (ESRI) shapefile. You can also add a Microsoft Bing map tile background.
Start your report with report parts: Report parts are report items that were published separately to a Reporting Services report server in native mode or in SharePoint integrated mode. Report parts can be reused in other reports. Report items such as tables, matrices, charts, and images can be published as report parts.
Report parts are deprecated for all releases of SQL Server Reporting Services starting with SQL Server Reporting Services 2019 and all releases of Power BI Report Server starting with Power BI Report Server September 2022.
Create paginated reports with table, matrix, chart, and free-form report layouts: Create table reports for column-based data, matrix reports (like cross-tab or PivotTable reports) for summarized data, chart reports for graphical data, and free-form reports for anything else. Reports can embed other reports and charts, together with lists, graphics, and controls for dynamic web-based applications.
Report from a variety of data sources: Build reports using data from any data source type that has a Microsoft .NET Framework-managed data provider, OLE DB provider, or ODBC data source. You can create reports that use relational and multidimensional data from SQL Server and Analysis Services, Oracle, Hyperion, and other databases. You can use an XML data processing extension to retrieve data from any XML data source. You can use table-valued functions to design custom data sources.
Add interactive features: Includes document maps, show/hide buttons, and drillthrough links to subreports and drillthrough reports. Use parameters and filters to filter data for customized views.
Choose a presentation format: When you open the report, or after you open the report, you can select web-oriented, page-oriented, and desktop application formats. Formats include HTML, MHTML, PDF, XML, CSV, TIFF, Word, and Excel.
Set up subscriptions: After you publish the report to the report server or a report server in SharePoint integrated mode, you can configure your report to run at a specific time, create a report history, and set up e-mail subscriptions.
Published reports are managed on a report server or a report server in SharePoint integrated mode by a report server administrator. Report server administrators can define security, set properties, and schedule operations such as report history and email report delivery. They can create shared schedules and shared data sources and make them available for general use. Administrators also manage all of the report server folders. The ability to perform management tasks depends on user permissions.
Report Builder Manager is typically good for creating, saving and sharing custom advancement reports, although there is other information that can be listed there as well. Roster Builder Manager can be used for similar sorts of tasks related to roster-type information.
I have, successfully, built a report that shows the number of deals and at which stage they are currently sitting it. It is shown using the KPI summary. I am then adding fields (e.g., contact name, email address etc) so that when I click on the number under a stage header, it shows the list of people and the information I have added within the fields section.
Due to the nature of our business, we will almost always have two contacts attached to each deal. How can I get the report to show each contact on the same line, instead of showing the deal on two lines with different contacts?
I have attached two screenshots to try and make it a little clearer. I am not creating a table chart report, I have created a KPI report and using looking to use the report within this to generate a list of names/data. As mentioned, I'm trying to do this to save space due to our limited number of reports avaliable.
In the Reporting module in the Smartsheet e-Academy, it indicates there should be a Report Builder button in a report to enable one to modify the report. In my instance I do not see such a button. Is this a known issue?
I've attached screenshots of what it's supposed to look like, and what it actually looks like. I could swear I've seen the Report Builder button before, as I've actually created a report, and recall using it.
This is going to date me, but that looks a lot like the floppy disk icon that Smartsheet still uses for the "Save." I saw this notebook icon but thought it was the save icon. (I wonder how many Smartsheet users have actually handled a floppy disk!)
I think an icon relating to the "builder" part (maybe some kind of tool) instead of the "report" part would be better. Better yet, just use the universally understood gear icon to indicate this is how to modify the settings of the report. You may even want to put it over on the right sidebar, which is a little sparsely populated.
I opened a support ticket, but I can't close this pop-up no matter what I click or what browser I use and I'm wondering if anyone has any insight. I'm LOCKED OUT of my work because of some stupid UI refresh alert. ?
This morning I downloaded reportbuilder3.msi and installed it to my local computer. Then I selected the server site and that brought up a list of all the reports. I then was able to find and edit the report I was wanting to edit. Saved, and then went to Epicor to run the program.
I understand. Thankfully this was not a standard report I edited. It was one my predecessor created and added it as an report style. They asked me to add one field and so I did. But I will try to duplicate and see if that fixes the issue.
The report, however, is not repeating the column headers. I've exported it to both Word or Excel and the column headers are not repeated. Is there something else I need to do in the design of the report to make this work?
@parry2k I take everything back,. @Anonymous The setting of KeepWithGroup = after and RepeatOnNewPage = true needs to be done on the static members in the ROW GROUPS pane. Here is an explanation with screenshots.
I see that the section of the page suggested by @parry2k says that the KeepWithGroup and RepeatOnNewPage settings are for column heading groups. I don't have those in my table, so I removed them and the error above went away. However, I'm still not able to get the column headings to repeat on my simple table. Maybe it's a bug in the latest release. Has anyone gotten this to work recently?
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