Tutorial: Creating a Data-Driven Subscription
Reporting Services provides data-driven subscriptions so that you can customize the distribution of a report based on dynamic subscriber data. Data-driven subscriptions are intended for the following kinds of scenarios:
Distributing reports to a large recipient pool whose membership may change from one distribution to the next. For example, distribute a monthly report to all current customers.
Distributing reports to a specific group of recipients based on predefined criteria. For example, send a sales performance report to the top ten sales managers in an organization.
What You Will Learn
This tutorial shows you how to use data-driven subscriptions using a simple example to illustrate the concepts.
This tutorial is divided into three lessons:
Lesson 1: Creating a Sample Subscriber Database
In this lesson you will learn how to create a local SQL Server database that contains subscriber information.
Lesson 2: Modifying the Report Data Source Properties
In this lesson, you will learn how to modify report properties so that the report can run unattended.
Lesson 3: Defining a Data-Driven Subscription
In this lesson you will learn how to define a data-driven subscription. This lesson guides you through each page in the Data-Driven Subscription Wizard.
Data-driven subscriptions are typically created and maintained by report server administrators. The ability to create data-driven subscriptions requires expertise in building queries, knowledge of data sources that contain subscriber data, and elevated permissions on a report server.
Your system must have the following installed to use this tutorial:
The Evaluation, Developer, or Enterprise edition of SQL Server. Support for data-driven subscriptions is not available in Standard, Workgroup, or SQL Server Express.
The report server must be running in native mode.
SQL Server Agent service must be running.
A report that includes parameters. This tutorial assumes the sample report, Employee Sales Summary. This report is included in the AdventureWorks sample reports. To define a data-driven subscription for this report, the report must be configured to use stored credentials when accessing its data source.
The easiest way to publish all of the sample reports to a report server is to deploy the report sample solution (AdventureWorks Sample Reports.sln) from Business Intelligence Development Studio. For more information, see How to: Publish Report Samples.
The AdventureWorks sample database, which provides data to the sample report.
A role assignment that includes the Manage all subscriptions task on the sample report. This task is required for defining a data-driven subscription. If you are an administrator on the computer, the default role assignment for local administrators provides the permissions necessary for creating data-driven subscriptions. For more information, see Granting Permissions on a Native Mode Report Server.
A shared folder for which you have write permissions. The shared folder must be accessible over a network connection. For more information, see How to: Create a Shared Folder for Report Server File Share Delivery.
Estimated time to complete the tutorial: 30 minutes
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