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Create a Data-Driven Subscription (SSRS Tutorial)

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:

Requirements

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.

The tutorial will use the report created in the tutorial Create a Basic Table Report (SSRS Tutorial) and data from AdventureWorks2012

Your system must have the following installed to use this tutorial:

  • An edition of SQL Server that supports data-driven subscriptions. For more information, see Editions and Components of SQL Server 2012.

  • The report server must be running in native mode. The user interface described in this tutorial is based on a native mode report server. Subscriptions are supported on SharePoint mode report servers but the user interface will be different than what is described in this tutorial.

  • SQL Server Agent service must be running.

  • A report that includes parameters. This tutorial assumes the sample report, Sales Orders you create using the tutorial Create a Basic Table Report (SSRS Tutorial).

  • The AdventureWorks2012 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.

Estimated time to complete the tutorial: 30 minutes. An additional 30 minutes if you have not completed the basic report tutorial.

See Also

Concepts

Data-Driven Subscriptions

Create a Basic Table Report (SSRS Tutorial)