Share via

  • Article

How to: Create Report History (Reporting Services in SharePoint Integrated Mode)

Report history is a collection of report snapshots that you create over time. Each snapshot is a copy of the report as it existed when it was created. It includes the layout and data that was current for the report when the snapshot was created. Rendering information is not stored with the snapshot. When you open a snapshot in report history, it opens in HTML in the Report Viewer Web Part. After it is rendered, you can export it to other application formats.

To create report history, the report must be able to run unattended (that is, the report server must be able to run the report without user interaction). For instructions on how configure unattended processing, see How to: Schedule Report and Subscription Processing (Reporting Services in SharePoint Integrated Mode). You must have Edit Items permission on the library that contains the report. To view or delete report history, you must have View Versions or Delete Versions permissions.

To create a snapshot or report history on demand

  1. Point to the report.

  2. Click to display the down arrow, and then select View Report History.

  3. Click New Snapshot. If the button is not visible, it is because you do not have permission to create snapshots in report history.

  4. To view the snapshot you just created, select it from the list. Each snapshot is identified by a timestamp that shows when the snapshot was created. You cannot rename the snapshot, move it to another location, or modify it.

To schedule report history

  1. Point to the report.

  2. Click to display the down arrow, and then select Manage Processing Options.

  3. In History Snapshot Options, click Create report history snapshots on a schedule.

  4. If you have a shared schedule that contains the schedule information you want to use, click On a shared schedule and select the schedule you want to use. Otherwise, click On a custom schedule, and then click Configure to specify options to create report history on a recurring schedule.

To create report history when data is refreshed in a report

  1. Point to the report.

  2. Click to display the down arrow, and then select Manage Processing Options.

  3. In History Snapshot Options, click Store all report data snapshots in report history.