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How to: Add a Snapshot to Report History (Report Manager)

Report history is a collection of report snapshots that you create over time. A report snapshot is a report that contains layout information and query results that were retrieved at a specific point in time. Unlike on-demand reports, which get up-to-date query results when you select the report, report snapshots are processed on a schedule and then saved to a report server. When you select a report snapshot for viewing, the report server retrieves the stored report from the report server database and shows the data and layout that were current for the report at the time the snapshot was created.

Report snapshots are not saved in a particular rendering format. Instead, report snapshots are rendered in a final viewing format (such as HTML) only when a user or an application requests it. Deferred rendering makes a snapshot portable. The report can be rendered in the correct format for the requesting device or Web browser.

To manually add snapshots to report history

  1. In Report Manager, navigate to the report that you want to view history for, and then click the report to open it.

  2. Click theHistory tab.

  3. Click New Snapshot. A new snapshot is created in the When Run column.

    Note

    In order to do this, the report history must be configured by the administrator to Allow history to be created manually. For more information, see How to: Limit Report History (Report Manager).

  4. Click Apply.

To automatically add all snapshots to report history

  1. For a report that is already configured to run as a report execution snapshot, you can set additional properties to save a copy of the snapshot to report history each time the snapshot is refreshed.

  2. In Report Manager, open the report.

  3. Click the Properties tab.

  4. Click the History tab.

  5. Select the check box for Store all report execution snapshots in history.

  6. Click Apply.

To automatically add snapshots to report history based on a schedule

  1. In Report Manager, navigate to the report that you want to view history for, and then click the report to open it.

  2. Click the Properties tab.

  3. Click the History tab.

  4. Select the check box for Use the following schedule to add snapshots to report history. Perform one of the following:

    • Select Report-specific schedule. Fill in the schedule details, select the start and end dates for the schedule, and then click OK.

    • Select Shared schedule. From the list, select the preferred schedule.

  5. Click Apply.