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SharePoint Library Delivery in Reporting Services

A report server that is configured for SharePoint integration includes a delivery extension that you can use to send a report to a SharePoint library.

To use the SharePoint delivery extension, you must create a subscription from an application page on a SharePoint site, and then select SharePoint document library as the delivery type. You cannot use the SharePoint delivery extension for subscriptions that you create in SQL Server Management Studio or Report Manager.

Note

The delivery extension does not support the delivery of reports to a SharePoint site if the report server is running in native mode. If you attempt to call the delivery extension programmatically for a native mode report server, the server will return the rsDeliveryExtensionNotFound error and log the rsOperationNotSupportedSharePointMode error in the report server log files. For more information about server modes, see Planning a Deployment Mode.

Requirements

Requirements for delivering rendered reports to a library include the following:

  • The report server must be configured for SharePoint integration mode.

  • The report server must have the SharePoint delivery extension installed and configured.

  • The report must be a report definition (.rdl) file. You cannot deliver other report server content types, such as models or resources, through a subscription. You cannot subscribe to ad hoc reports that use models as a data source.

  • The report must use stored credentials. This is a prerequisite for creating any subscription on a report, regardless of the delivery type.

  • The destination must be a SharePoint library. When choosing a target library, you must choose one that is on the same SharePoint site. You cannot deliver a report to a library on another server or another site within the same site collection.

Properties and metadata are not part of report delivery. When the report is delivered for the first time, it inherits the security settings of the folder or list that contains it. If you subsequently modify security settings or set report properties, those settings are retained. The subscription just refreshes the report that is stored at the specified location.

SharePoint Permissions

To create the subscription, you must have View Items permission on the report. To deliver the report, you must have Add Items permission on the library to which the report is delivered.

How to Create, Modify and Delete Subscriptions

  1. Go to the SharePoint site from which you access the report.

  2. Select the report, click the down arrow next to the report, and select Manage Subscriptions.

  3. Click Create, Edit, or Delete.

A Status message on the Manage Subscriptions list displays current information about the subscription, including whether it succeeded and the date and time the subscription last ran.

Setting Delivery Options

You can set the following delivery options on a subscription that delivers a report to a SharePoint library.

  • Render output format
    Specify the application format in which you want the report delivered. The report is rendered in this format before delivery. The output format you select will determine the default file extension.

    The list of output formats you can select from is the set of rendering extensions that are installed on the report server.

    Note that you cannot specify output formats that are for internal use only, or that are not supported for report servers that run in SharePoint integrated mode. These formats include Null, RGDI and HTMLOWC.

  • File name and extension
    Specify the file name and extension of the report as you want it to appear in the target library. If you do not specify a file extension, the report server will create one based on the report output format. This value is required. The file name must not include the following characters: : \ / * ? " < > | # { } %

  • Title
    Specifies an optional Title property for the report in the target library. This is a standard property for all items stored in a library. Users can specify whether to show or hide this property when viewing library contents on a SharePoint site.

  • Path
    Specifies a fully qualified URL to the SharePoint library, including the SharePoint Web application and site. For example: http://mySharePointWeb/MySite/MyDocLib; where "http://mySharePointWeb" indicates the Web application, "MySite" is the SharePoint site, and "MyDocLib" is the SharePoint library where the report will be delivered.

    You cannot specify a page, site, or list. The target container must be a library in the same site or farm.

  • Overwrite options
    Specifies whether a file with the same name and extension is replaced by a newer version when the subscription is processed. Choose Overwrite if you want to replace an existing file with a newer version. Choose None if you do not want the subscription to replace a file. In this case, no delivery will occur if a file exists with the target name and extension. Choose Autoincrement if you want to add successive versions of the same file by appending a number at the end of the file name.

  • Autocopy
    If you are using the Autocopy feature to automatically copy the latest version of a file to multiple locations, the file will be copied if Overwrite is enabled. If you used Autoincrement or None, the delivery will fail and the rsDeliveryError error will occur.