auto send a report daily

Persad, Davendra 0 Reputation points

how to have a report auto generate to a pdf and emailed to me and the other advisers, every morning.

report in question is the "Service Adviser Performance" report for store 2115, Mercedes Benz of North Orlando.

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2 answers

  1. Deepesh Dhake 165 Reputation points

    Prerequisite: SSRS email delivery must be configured (Report Server Configuration Manager then E-mail Settings then SMTP server).

    Create the subscription:

    1. In the SSRS web portal, navigate to the Service Adviser Performance report.
    2. Subscribe (or Manage then Subscriptions then New Subscription).
    3. Delivered by: E-Mail
    4. To: enter your address and the other advisers addresses (semicolon-separated). Cc/Bcc as needed.
    5. Render Format: PDF
    6. Subject: e.g. Service Adviser Performance - Store 2115 - @ReportName @ExecutionTime
    7. Include Report: checked (attaches the PDF).
    8. Schedule: choose On a schedule then create a shared or report-specific schedule
    9. Set any report parameters (e.g. date = yesterday/today) so each run is correct.
    10. Save.
    1. Lakshmi Narayana Garikapati 1,330 Reputation points • Microsoft External Staff • Moderator

      Hi @Persad, Davendra ,

      Following up to confirm if the earlier responses addressed your query. If not, please share your questions and we'll assist further

      Thanks,

      Lakshmi

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  2. AI answer

    Use an SSRS email subscription on that report so it runs and sends a PDF on a schedule.

    Steps (SSRS web portal):

    1. Open the SSRS web portal where the “Service Adviser Performance” report is deployed.
    2. Browse to the folder that contains the report for store 2115 and select that report.
    3. Select Manage for the report.
    4. Go to the Subscriptions tab.
    5. Select New Subscription.
    6. Choose Standard Subscription and set Delivery method to Email.
    7. In the email settings:
      • Enter the advisers’ email addresses in the To field.
      • Set a Subject (for example, “Daily Service Adviser Performance – Store 2115”).
      • Optionally add a message body.
      • Choose Render format = PDF.
    8. In the schedule section, configure it to run daily and set the time to “every morning” at the desired hour.
    9. Save the subscription.

    Notes:

    • SSRS uses SQL Server Agent for scheduling; ensure SQL Server Agent is running on the report server.
    • You can test the setup by manually triggering the subscription from the Subscriptions page.

    References:

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