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Description of Issue

Need to configure Live_Builder datasource

Need connection to Production database server

Setup datasoruce in SSRS for Production environment

Setup datasoruce for building Custom SSRS Reports

Context
  • SSRS Reports
  • Munis All Versions
  • Tyler, SaaS Hosted Clients
Cause

Need Live_Builder Datasource to build Custom SSRS Reports

Resolution

The following steps illustrate how to setup a Live_Builder datasource

  1. Refer to site report for Database Server name, this is usually listed as CNAME. 
  2. Replace <server_name> and <database_name> in the following template to build the connection string:
    • Data Source=<server_name>;Initial Catalog=<database_name>
  3. In SSRS URL, click on + New on the top right and select Data Soruce 
  4. After providing an appropriate name for this datasoruce, paste the connection string from Step 2 in the Connection string textbox 
  5. Under Credential section, select By prompting the user viewing the report for credentials
  6. Select Database user name and password from Type of credentials dropdown
  7. Click Apply
Additional Information

A reporting account is necessary to run any report using this datasoruce. Refer to the following article on how to create a reporting account.

Munis Cloud Admin Reporting Accounts





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