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How do I build a custom SSRS report?

The EPM Live Reporting Solution allows for custom reporting on your Site App data. This chapter of the Admin Guide shows you how to create a custom SSRS report from scratch. The concepts also work if you want to modify an existing report.

This example will have Report Builder 3.0 as the report writing tool. Report Builder is a free software from Microsoft. This Admin Guide includes the instructions for building a basic custom report. For additional information about Report Builder, refer to the available Microsoft documentation.

You may create reports with any report writing tool of choice. If using a report writing tool of choice other than Report Builder, note the following:

  • Select the EPM Live Reporting Database as your Data Source. See the article about selecting your Data Source.
  • Upload your custom report into the Report Library. See the article about uploading your report into the Report Library.
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