How do I launch Report Builder?

This article shows how to launch the Report Builder software.  Report Builder may be launched from within the EPM Live Report Library for a specific report, or by launching the Report Builder directly on the desktop.

1. Option 1: Launch Report Builder from the Desktop

This option is available to create a new custom report or modify an existing report.

Install Report Builder 3.0.  Report Builder is a free download, available from Microsoft.  Be sure that you download the version that corresponds to your version of SQL Server Reporting Services for your EPM Live environment.  

  • For EPM Live online customers, select the version for SSRS 2012.
  • For on-premise customer, select the version of SSRS for your EPM Live / SharePoint environment.

Launch Report Builder on your client machine.  Note:  This is the recommended option.  The process for building custom SSRS reports will use this approach for this Admin Guide.

Here is the download link for Report Builder for SSRS 2012 sp1: click here.

2. Option 2: Launch Report Builder from the Report Library to Create a New Report

  1. Navigate to the Report Library.
  2. Select the New Document drop down menu.
  3. Select Report Builder Report.

3. Option 3: Launch Report Builder from the Report Library to Modify Existing Report

This option launches the report in Report Builder using the Web Services.  Note: Report Builder seems to be slower when running it via the web.  The alternative would be to install Report Builder and launch from the desktop.

  1. Select the desired report's contextual menu.
  2. Select the ellipses for the additional contextual menu.
  3. Select Edit in Report Builder.

4. Option 4: Launch Report Builder from the Report Viewer to Modify Existing Report

This option launches the report in Report Builder using the Web Services.  Note: Report Builder seems to be slower when running it via the web.  The alternative would be to install Report Builder and launch from the desktop.

  1. On the Actions drop down menu, select Open with Report Builder.

5. Report Builder Launches

When Report Builder launches, a Getting Started Report Wizard will pop up.  You may choose to go through the Wizard.  Or, you may close the Wizard and create your report manually.  This Guide will walk you through the steps to create a report manually.

Comments

0 comments

Please sign in to leave a comment.