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File share delivery in Reporting Services

Applies to: Reporting Services Native mode | Reporting Services SharePoint mode

SQL Server Reporting Services SSRS includes a file share delivery extension so that you can deliver a report to a folder. The file share delivery extension is available by default and requires no other configuration. For file delivery to succeed, set write access permissions on the shared folder. The account that requires writer permissions can either be credentials configured in the subscription or a File share account configured for the report server. For more information on the file share account, see Subscription settings and a file share account (Configuration Manager). In addition, users who require access to the reports must have Read permissions on the shared folder.

To distribute a report to a file share, you define either a standard subscription or a data-driven subscription. To learn how to use file share delivery in a data-driven subscription, see Create a data-driven subscription (SSRS tutorial). Additionally, the account that runs remote file share subscriptions requires rights to sign in locally on the Reporting Services computer.

Characteristics of reports delivered to shared folders

Unlike reports that you host and manage on a report server, reports that are delivered to a shared folder are static files. Interactive features defined for the report don't work for reports stored as files on the file system. Interaction features are represented as static elements. For example, if you deliver a matrix report, the resulting file shows the top-level view of the report; you can't expand rows and columns to view supporting data.

If the report includes charts, the default presentation is used. If the report links through to another report, the link is rendered as static text. If you want to retain interactive features in a delivered report, use e-mail delivery instead. The e-mail contains a link to the report on the report server that users can use the interactive features. For more information, see E-mail delivery in Reporting Services.

Target folders

When defining a subscription that uses file share delivery, you must specify an existing folder as the target folder. The report server doesn't create folders on the file system. The folder that you specify must be accessible over a network connection.

Make sure that the users you want to have view access to reports in the shared folder have the Read permission.

When specifying the target folder in a subscription, use Uniform Naming Convention (UNC) format that includes the computer's network name. Don't include trailing backslashes in the folder path. The following example illustrates a UNC path:

\\<servername>\reportarchive\operations\2014  

When you create the folder, consider the connection limits you require. The report server requires two connections. Include enough connections to accommodate other users who want to open reports on the shared folder.

File formats

Reports can be rendered in various formats, such as MHTML, Word, and Excel. To save the report in a specific file format, select Render format when creating your subscription. For example, choosing Excel saves the report as a Microsoft Excel file. Although you can choose from any supported rendering format, some formats work better than others when rendering to a file.

For file share delivery, choose a format that delivers the report in a single file, where all images and related content are included in the report. Suitable formats include MHTML, PDF, TIFF, and Excel.

File options

When you create a file share subscription, you can configure how the file name is created and if the file overwrites previous versions of the report. A fully qualified file name has three parts: a name, an extension, and text or a number that is appended to the file to create a unique file name

File Name: The default file name is based on the source report name, but you can provide a custom name in the subscription. The extension is optional, but if you specify it, the report server creates an extension that corresponds to the rendering format.

Overwrite: You can specify overwrite options to reuse the same file name for each report delivery or to create a new file. To overwrite the file, use the same file name and extension.

An alternative approach to creating unique files for every delivery is to include a timestamp in the file name. To include a timestamp, add the @timestamp variable to the file name (for example, CompanySales@timestamp). With this approach, the file name is unique by definition, so it isn't overwritten.

The following image is an example of the settings for a subscription configured for file share delivery.

Screenshot of the settings for a file share subscription.