Custom reporting through TID SSRS

Documentation on building and editing custom reports in TID SSRS.

• EERP all Versions

• SaaS hosted clients

• SSRS

• Tyler Identity TID SSRS

• Tyler Reporting Services

Informational

Please review the following articles in the given order:

Step - 1: Assign SSRS roles for end users in EERP User Attributes

Grant permissions to view SSRS reports

Grant permission to edit SSRS reports

Step - 2: Create SQL Reporting account for Report authors

Create SQL Reporting account through CloudAdmin

Step - 3: Using Report Builder

Before you proceed, browse http://2secure.tylerhost.net (if you are hosted in AWS) in your browser to connect to F5 VPN.

1. Open SSRS WebPortal in Chrome

2. Navigate to your folder, for example 1234prod

3. Click on +New in the top ribbon and select Paginated Report

4. If Report Builder application is not installed, click on Get Report Builder to be taken to install Report builder.

5. Once report builder is installed, click on +New and select Paginated Report

6. In the browse pop-up, select Open Microsoft Report Builder

7. Report Builder application will open and a prompt for username and password appears. Username is them email address and password is the CloudAdmin password set in Step - 2 above.

8. If credentials are entered correctly, report builder will open and asks to choose a report template to start, if credentials are wrong, it will prompt to enter credentials again.

9. Select Blank Report.

10. Right click on Data Sources folder in the left side and select Add Datasource.

11. Click on Browse

12. In the pop-up window, navigate to yourfoldername > 1234prod, select Builder_1234prod and click Open

13. Click Test Connection

14. In the pop-up window, enter the same credentials you used when connecting to report builder in  #7 above.

15. Click Ok to verify database connectivity.

Step - 4: Repoint saved SSRS report to 1234prod datasource

Builder_1234prod datasource does not work for end users who do not have a reporting account. Repoint the report to a 1234prod datasource using instructions in this article:

Repoint SSRS report to other datasource