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title Create a Data-Driven Subscription (SSRS Tutorial) | Microsoft Docs
ms.custom
ms.date 05/26/2016
ms.prod sql-server-2016
ms.reviewer
ms.suite
ms.technology
reporting-services-native
ms.tgt_pltfrm
ms.topic article
applies_to
SQL Server 2016
helpviewer_keywords
subscriptions [Reporting Services], tutorials
walkthroughs [Reporting Services]
data-driven subscriptions
ms.assetid 79ab0572-43e9-4dc4-9b5a-cd8b627b8274
caps.latest.revision 50
author guyinacube
ms.author asaxton
manager erikre

Create a Data-Driven Subscription (SSRS Tutorial)

This [!INCLUDEssRSnoversion] tutorial teaches you the concepts of data-driven subscriptions by walking you through a simple example that creates a data data-driven subscription to generate and save filtered report output to a file share. [!INCLUDEssRSnoversion] data-driven subscriptions allow you to customize and automate the distribution of a report based on dynamic subscriber data. Data-driven subscriptions are intended for the following kinds of scenarios:

  • Distributing reports to a large recipient pool whose membership may change from one distribution to the next. For example, email a monthly report to all current customers.

  • Distributing reports to a specific group of recipients based on predefined criteria. For example, send a sales performance report to all of the sales managers in an organization.

  • Automate the generation of reports in a wide variety of formats, for example .xlsx and .pdf.

What You Will Learn

This tutorial is divided into three lessons:

Lesson Comments
Lesson 1: Create a Sample Subscriber Database In this lesson you will create a table local [!INCLUDEssNoVersion] database that contains subscriber information. the information Order Numbers to use for filtering and output file foramts.
Lesson 2: Configure Report Data Source Properties In this lesson, you will configure a report data source so that the report can run unattended on a schedule. Unattended processing requires stored credentials. You will also modify the report dataset to include a parameter that is supplied by the subscriber data. This parameter is used to filter the report data based on order number.
Lesson 3: Define a Data-Driven Subscription In this lesson you will create a data-driven subscription. This lesson guides you through each page in the Data-Driven Subscription Wizard.

The Following diagram illustrates the basic workflow of the tutorial

Step Description
(1) The subscription configuration notes the source report, schedule, and the field mapping to the subscribers Database.
(2) The OrderInfo table contains 4 order numbers to use for filtering, 1 per file. The table also contains the file formats for the generated reports.
(3) Information from the Adventureworks database is filtered and return in the report.
(4) The reports are created in the file formats specified in the Orderinfo table.

ssrs_tutorial_datadriven_flow

Requirements

Data-driven subscriptions are typically created and maintained by report server administrators. The steps to create data-driven subscriptions require building queries, knowledge of data sources that contain subscriber data, and elevated permissions on a report server.

The tutorial uses the Sales order report created in the tutorial Create a Basic Table Report (SSRS Tutorial) and data from the sample database AdventureWorks2014.

Your computer must have the following installed to use this tutorial:

  • An edition of [!INCLUDEssNoVersion] that supports data-driven subscriptions. For more information, see Editions and Components of SQL Server 2016.

  • The report server must be running in native mode. The user interface described in this tutorial is based on a native mode report server. Subscriptions are supported on SharePoint mode report servers but the user interface will be different than what is described in this tutorial.

  • SQL Server Agent service must be running.

  • A report that includes parameters. This tutorial assumes the sample report, Sales Orders you create using the tutorial Create a Basic Table Report (SSRS Tutorial).

  • The AdventureWorks2014 sample database, which provides data to the sample report.

  • A [!INCLUDEssRSnoversion_md] role assignment that includes the Manage all subscriptions task on the sample report. This task is required for defining a data-driven subscription. If you are an administrator on the computer, the default role assignment for local administrators provides the permissions necessary for creating data-driven subscriptions. For more information, see Granting Permissions on a Native Mode Report Server.

  • A shared folder for which you have write permissions. The shared folder must be accessible over a network connection.

Estimated time to complete the tutorial: 30 minutes. An additional 30 minutes if you have not completed the basic report tutorial.

See Also

Data-Driven Subscriptions
Create a Basic Table Report (SSRS Tutorial)