Tuesday 17 December 2013

Automation of Reports(Send reports as mail regularly)


Hi,


    I was always wondering weather i could automate reports in Sharepoint. My idea is, rather than viewing the reports from sharepoint site what if i get a daily reports by mail ? Here is the procedure on how to configure to get a daily reports via mail.

For this purpose you need a working report in shareopint site.

Choose , Microsoft SQL Server 2008 r2 à  Configuration Tools à Reporting Service Configuration Manager





















The Reporting Service Configuration Connection opens up. Ensure correct Server  Name and Report Server Instance and click Connect.


Choose E-mail Settings and provide your outgoing mail address and your server name. Click Apply and save changes.



Now point dropdown at your report and choose "Manage Subscriptions".


Click on Add Subscription.





On the To Section provide the mail address for whom the report has to be sent as mail. Also you can configure appropriate time during which the report will be delivered. In Report Contents section you can also choose the format that you wish to deliver the report(PDF, World, Excel, MHTML etc..,). Click ok and you can find the subscription is added to the report and is available.


This will deliver the report as mail to the particular mail id that was mentioned.









No comments:

Post a Comment