Setting Properties on a Published Report

After a report is published to a report server, you can set properties to change the report name and description, parameter defaults and how parameter values are obtained, how users access the report, how the report server connects to external data sources, and whether the report runs on demand or on a schedule.

Properties that you set on a published report are stored on and managed by the report server. You can use Report Manager or the application pages on a SharePoint site to set properties.

To set report properties, you must have appropriate permissions can set properties. If you are using custom role assignments, your role assignment must include the task "Manage reports". On a SharePoint site, you must have Full Control or Publisher level of permissions.

About Managed Properties

Because you can set properties both on a published report and on a report definition that you create in Report Designer, it is important to know how property values are updated if you republish a report:

  • Initially, properties are set when you publish the report. Optional properties for report history and processing are not set, but data source and parameter properties originate from values that you specify in Report Designer.

  • On a published report, modified or updated properties are stored in the report server database. A published report exists as a report server item that is distinct from the report definition (.rdl) file. Any properties that you set on the item are not pushed down to the report definition (.rdl) file on your file system.

  • On republication, the properties you set on the published report are generally preserved. Permissions, general properties, report history, and report processing properties are unchanged. Data source properties are unchanged unless you modified the data source in the report, in which case the properties are updated on the report server item. Similarly, parameter properties are unchanged unless you add or delete parameters in the report definition, or change the data type or name of an existing parameter. For more information, see Setting Parameter Properties for a Published Report.

The following table provides additional information about how to set report properties in Report Manager and in application pages on a SharePoint site.