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How to: Locate and Edit a Report using Report Designer

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You can customize the reports that are created by either the process template or by users manually. To edit and re-deploy a report, your user account must be a member of the Content Managers role in SQL Server Reporting Services.

Note

To connect to the data warehouse for Team Foundation, you will need the Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider installed on the computer. The driver is available from the Microsoft Download Center.

If you have not created reports for Team Foundation Server before, see Getting Started With Custom Reports for Team System. If you have not used Report Designer before, see "Working with Report Designer" on the Microsoft Web site.

Prerequisites

To perform this procedure, you must have Visual Studio Team System and SQL Server 2005 Business Intelligence Development Studio.

Note

To install Business Intelligence Development Studio, run the Setup program for SQL Server, and select the Client Components check box when you specify the components to install. To install the most recent service pack for SQL Server, see "How to obtain the latest service pack for SQL Server 2005" on the Microsoft Web site.

Required Permissions

To edit and re-deploy a report, you must be a member of the Content Managers role in SQL Server Reporting Services. For more information, see Team Foundation Server Permissions.

To open a report in Report Designer

  1. In Team Explorer, click the TeamProject node.

  2. On the Team menu, click Show Report Site.

  3. In Report Manager, click the name of the report.

  4. Click the Properties tab, and then click Edit.

  5. In the File Download dialog box, click Save.

  6. In the Save As dialog box, navigate to the location to save the edited report, and then click Save.

    Team Explorer saves a copy of the .rdl file for the report to the local computer.

  7. In the Download Complete dialog box, click Close.

  8. In Visual Studio, open the File menu, point to New, and then click Project.

    The New Project dialog box opens.

  9. In the Project types pane, click Business Intelligence Projects.

    Note

    If Business Intelligence Projects does not appear in the list of project types on the local computer, you must install SQL Server Business Intelligence Development Studio.

  10. In the Templates pane, click Report Server Project.

  11. In the Name box, type a name for the project, and then click OK.

  12. On the Project menu, click Add Existing Item.

  13. In the Add Existing Item dialog box, navigate to the location where you saved the .rdl file for the report, and then click Add.

    The report file is added to the new report project.

  14. On the View menu, click Solution Explorer.

  15. In Solution Explorer, click the .rdl file for the report.

  16. On the View menu, click Designer.

To publish a report to the folder for team project reports

  1. On the Project menu, click ReportName Properties.

  2. In the ProjectNameProperty Pages dialog box, expand the Deployment node.

  3. Set the OverwriteDataSources property to False.

  4. Set the TargetDataSourceFolder to /.

  5. Set the TargetReportFolder to the name of the team project.

  6. Set the TargetServerURL to http://Application-TierServer/reportserver, and then click OK.

  7. On the Build menu, click Deploy ProjectName.

See Also

Tasks

How to: Edit a Report in Microsoft Excel for Team System

Concepts

Team Foundation Server Permissions

Other Resources

Using Reporting and Metrics