Description of Issue

Need to configure Live_Builder Datasource

Setup Datasource for building Custom SSRS Reports in SaaS

Context

Cause

Need Live_Builder Datasource to build Custom SSRS Reports

Resolution

Step-1: Obtain the Enterprise ERP DB servername:

For SaaS hosted DB servers in DATACENTER, please refer to your site report for the servername(usually of format xxxxxxx.tylerhost.net) and database name.
For SaaS hosted DB servers in AWS, the servername is in format <IP_address>/<Instance_name>, please reach out to EERP Reporting Services support team to obtain this.

Step-2: Creating the datasource:

The following steps illustrate how to setup a Live_Builder Datasource

In SSRS URL, click on + New on the top right and select Data Source
After providing an appropriate name for this Datasource, paste the connection string(below) in the Connection string textbox
- Data Source=<server_name>;Initial Catalog=<database_name>
Under Credential section, select By prompting the user viewing the report for credentials
Select Database user name and password from Type of credentials dropdown
Click Apply

Additional Information

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

Browser not supported