# SSRS Overview

### How to login and use to the SSRS service 

 

* RDP to Server 
* Then login to `http://<server_name>/Reports/Pages/Folder.aspx` with Internet Explorer (exclusively)&#x20;

### General options for SSRS:&#x20;

From here you can:

1. Run Report Builder
2. Modify Folder permissions
3. Upload new objects
4. Manage the properties of existing objects
5. Edit an object in Report Builder&#x20;

### User Management:

### How to grant roles to Users:&#x20;

1. On the SSRS Service Page click on Ordnereinstellungen&#x20;
2. Click on "Bearbeiten" next to the user which should get a new role / remove a role: &#x20;
3. Edit the role:&#x20;

### Adding a new user and roles:

1. Click on "Neue Rollenzuweisung"&#x20;
2. Select Username, role and confirm: &#x20;

### Report Differences:

Use the below screencap as reference for differences in the queries between the SSRS instances&#x20;

### How to select and run the Reports:

Types of Report:

1. Standard Report
2. Global Report
3. Manual ID Report   &#x20;
4. Standard Report: This type of report has the naming convention: \_standard&#x20;

Standard Reports are used when it is asked for Specific Leasingnahmer, Vertragsnummer and Vertragskomponenten.      For report execution requests, click on the appropriate report and fill in the 3 mandatory filters + click on View Report&#x20;

The report results can be Saved in an Excel file for further handling   2. Global Report: This type of report has the naming convention: \_global&#x20;

Global Reports are used when it is asked for ALL Global Information to be included in a Report. The Report does not have filters and runs automatically.  The report results can be Saved in an Excel file for further handling

1. Manual ID Report: This type of report has the naming convention: \_manual\_id&#x20;

The Manual ID Report has a manual insertion for Specific Entity in order to get ALL Data for a Specific Entity. This means that anything that is selected in the 3 Fields is irrelevant as this will run the same Query&#x20;

**To run the Report for a different ID the @partnerids parameter has to be modified.**

#### To do this in SSRS:

1. Click on Edit in Report Builder&#x20;
2. Expand the Datasets field
3. Right click on Query
4. Modify the following Parameter to the required Entity:&#x20;
5. Save the Report and run it normally

### Overwrite report

1. Click the Upload File button&#x20;
2. Click Choose File button&#x20;
3. Choose the new report, tick the Overwrite item if exists button and press OK


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