Set permissions for report server operations in a SharePoint web application
For a report server that runs in SharePoint integrated mode, the security settings defined on the SharePoint site determine how you view and manage reports, report models, and shared data sources. If you use the default SharePoint groups, permission levels, and permission assignments, you can work with reports and other documents by using the current security settings.
The default security settings might not provide the level of access that you want. If they don't, you can use the information provided in the following sections to learn which permissions are necessary for specific operations:
A few key permissions are required to complete almost any operation on a SharePoint site. These permissions aren't listed in the following task and permission tables, but you must include them if you're creating custom permission levels:
Browse User Information
Use Remote Interfaces
Open
View Application Pages
If you use predefined permission levels, no action is required because the above permissions are already included in Full Control, Design, Contribute, Read, and Limited Access. However, you must add the permission if you use custom permission levels or editing the permissions assigned to a particular user or group.
"Browse User Information" permission allows the report server to return information about the creator of the item and the user who last modified the item. Without this permission, the report server returns the following errors. For browse operations, the error is: "Report Server has encountered a SharePoint error. ---> System.UnauthorizedAccessException: Access is denied." For publish operations, the error is: "The permissions granted to user <domain>\<user> are insufficient for performing this operation."
Permissions to view and manage reports
Report definition permissions are defined through List permissions on the library that contains the report, but you can set permissions on individual reports if you want to restrict access. The following table provides a list of tasks and permissions that support each one.
| Task | Permission |
|---|---|
| View a report. | View Items on the library that contains the files or on the individual report. |
| View a clickthrough report that uses a report model as a data source. | View Items on the library that contains the report and the report model, or on the individual report and model. If you don't have view permissions on the model, you can still open the report but you can't perform improvised exploration on the data. If the report model uses model item security, the user must also have Enumerate Permissions permission on the report model. |
| View snapshots in report history. | Edit Items on the library that contains the files or on the individual report. For a specific report, you can view all or none of report history. It isn't possible to set permissions on individual snapshots in report history. |
| Upload or publish a report to library. | Add Items on the library that contains the report. |
| Set properties on a report, including data source connection information, processing options, and parameter properties. | Edit Items on the library that contains the report or on the individual report. You must also have view permissions on a shared data source (.rsds) to select it for use with the report. |
| Schedule report processing. | To select a shared schedule, you must have Open on the site that contains the library that contains the report. To schedule data processing or cache expiration, you must have Edit Items on the library that contains the report or on the individual report. |
| Delete a report. | Delete Items on the library that contains the report or on the individual report. |
| Replace report definition (without affecting properties, permissions, history, or subscriptions) with a newer version. | Edit Items on the library that contains the report or on the individual report. |
| Create snapshots in report history. | Add Items on the library that contains the report for which you're creating report history. |
| Create snapshots in report history. | Add Items on the library that contains the report for which you're creating report history. |
| Delete snapshots in report history, and delete specific versions of report definitions that are checked out and modified over time. | Delete Versions on the library that contains the report for which you're deleting report history. |
| View snapshots in report history, and view specific versions of report definitions that are checked out and modified over time. | Views Versions on the library that contains the report. |
Permissions to create reports and use Report Builder
Report Builder is a report authoring tool that you can use to create improvised reports. Report Builder uses report models as a data source to support improvised data exploration. You can load a model in Report Builder to create a report, run it, review data in the model, and optionally save the report to a library. Users who have sufficient permission can then open the same report and also perform improvised data exploration.
Note
Access to Report Builder can be determined by factors other than permissions. A site administrator can disable ad hoc reporting by setting server properties or limit the availability of Report Builder by not adding the Report Builder Report content type, which prevents users from creating new reports from the New menu on a library. In addition, a report server administrator can make Report Builder unavailable by setting properties on the report server. If any of these conditions are true for your server, you cannot use Report Builder even if you have the necessary permissions.
The following table provides a list of tasks that allow you to create reports and use Report Builder, and permissions that support each one:
| Task | Permission |
|---|---|
| Start Report Builder. | There are no permissions that are explicitly used to control access to use Report Builder. Report Builder is available if report server integration is configured and you have permission to add items to a library. To start Report Builder from the New menu in library, you must register the Report Builder content type. For more information, see Add Reporting Services content types to a SharePoint library. |
| Upload a model or shared data source. | Add Items on the library that contains the files. |
| View a model or dependent shared data source. | View Items on the library that contains the files. If the model contains model item security settings, the user must also have Enumerate Permissions permission on the model. |
| Generate a model from a shared data source. | Add Items on the library that contains the shared data source (.rsds) file from which you're generating the model. |
| Set permissions within a model on specific model items. | Manage Permissions on the site that contains the library and report model (.smdl) file. |
| Load a model in Report Builder. | Edit Items on the report model (.smdl) file. |
| Create a report definition in Report Builder and save a report to a library. | Add Items to save the file to a library. |
| Edit a report in Report Builder. | Edit Items on the report definition file. |
Permissions to create and use subscriptions, report history, and set report or data processing options on a Report Builder report are the same. These permissions are used for performing identical actions on standard report definition files.
Permissions to create and manage shared schedules
Shared schedules aren't documents stored in a library. For this reason, creating and managing these schedules requires site permissions. You can't restrict access to specific shared schedules. Any shared schedule that you create is available to any user who has Open permission throughout the site.
The following table provides a list of tasks and permissions that allow you to create, manage, and use shared schedules:
| Task | Permission |
|---|---|
| Create, edit, or delete a shared schedule. | Manage Web Site on the site. |
| Select a shared schedule for subscription processing or data retrieval. | Open on the site that contains the library. |
Permissions to create and manage subscriptions
SharePoint enforces a dependency between subscription and view permissions. You can't subscribe to a report that you don't have permission to view. If you grant permissions to subscribe to a report, view permissions are granted automatically.
The following table provides a list of tasks and permissions that allow you to create, manage, and use subscriptions:
| Task | Permission |
|---|---|
| Create, edit, or delete a user-owned subscription to a specific report. | Edit Items on the library that contains the report or on the report itself. View Items is a dependent permission and is included in the permission level automatically. Users who can create a subscription can also create custom schedules to run that subscription. |
| Select a shared schedule to use with the subscription. | Open on the site that contains the library. |
| Create, edit, or delete any subscription throughout a site. | Manage Alerts on the site. |
Permissions to create and manage shared data sources and report models
A shared data source (.rsds) file contains data source connection information that multiple reports and models can use. For standard reports, using an .rsds file to specify data source connection information is optional. For model-driven reports, you must use an .rsds file. A report model always uses an .rsds file to connect to external data sources.
You can set properties on shared data sources that determine whether individual users can view or manage shared data sources. Permissions to view or manage a shared data source are different from report viewing permissions. You can view a report that uses an .rsds file without having view permission on the .rsds file itself.
| Tasks | Permission |
|---|---|
| Create a shared data source. | Add Items on the library that contains the shared data source. You can create new shared data sources from the New menu in a library. To create a new shared data source, you must register the Report Data Source content type with the library. For more information, see Add Reporting Services content types to a SharePoint library. |
| Edit a shared data source. | Edit Items on the library that contains the shared data source or on the shared data source itself. |
| Delete a shared data source. | Delete Items on the library that contains the shared data source or on the shared data source itself. |
| Use a shared data source (.rsds) with a report. | Edit Items on the report, or on the library that contains the report. Selecting a shared data source is part of setting data source properties on a report. |
| Generate a report model from a shared data source. | Add Items on the library that contains the report model. |
| Delete a report model. | Delete Items on the library that contains the report model or on the report model itself. |
| Set permissions within a model on specific model items. | Manage Permissions on the site that contains the library and report model (.smdl) file. |
Note
There are no permissions for editing report models. Although you can generate or delete report models, you cannot edit them from within a SharePoint site. Editing report models requires the Model Designer, a client authoring tool that is not affected by permissions you set in SharePoint.