How to automatically export the SSRS report as pdf and save to the folder in shared drive?

Rajanand Ilangovan 26 Reputation points
2023-08-22T04:36:22.5566667+00:00

I have an invoice report designed and deployed in SSRS report server. This report takes an Invoice Id parameter and provides invoice detail and their line item details of the given invoice id. I have about 1000 invoices every month and have to create the invoice report in pdf format and save it in the folder.

Manual process:

  1. Open the invoice report
  2. Pass the invoice id as parameter
  3. Run the report
  4. Export to PDF and save it with invoice id as file name.
  5. Repeat the process for the remaining invoice id in the list.

How do I automate this process?

SQL Server Reporting Services
SQL Server Reporting Services
A SQL Server technology that supports the creation, management, and delivery of both traditional, paper-oriented reports and interactive, web-based reports.
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Accepted answer
  1. AniyaTang-MSFT 12,446 Reputation points Microsoft Vendor
    2023-08-22T06:33:56.1066667+00:00

    Hi @Rajanand Ilangovan

    What about using data-driven subscriptions? Data-driven subscriptions provide a way to use dynamic subscription data. For more information you can check this document: https://learn.microsoft.com/en-us/sql/reporting-services/subscriptions/data-driven-subscriptions?view=sql-server-ver16.

    This is a simple tutorial for creating a data-driven subscription: https://learn.microsoft.com/en-us/sql/reporting-services/create-a-data-driven-subscription-ssrs-tutorial?view=sql-server-ver16, maybe you can use it as a reference.

    If the answer is useful, please click Accept Answer to let others with similar questions quickly find answers. If you have any questions, please feel free to let me know.

    Best regards,

    Aniya

    1 person found this answer helpful.

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