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  • 1.  Can I create an automation policy for an ITA report?

    Posted Jun 23, 2011 12:32 PM

    I'd like to send an IT Analytics report out weekly to a group through an automation policy.  Is that possible, becuase the ITA reports don't show up in the report list...



  • 2.  RE: Can I create an automation policy for an ITA report?

    Posted Jun 23, 2011 02:24 PM

    because it is accessing data through the analysis database. What you CAN do though, is schedule the report to run and\or do a data dump from within SQL Reporting Services itself.



  • 3.  RE: Can I create an automation policy for an ITA report?

    Posted Jun 28, 2011 09:06 AM

    Any suggestions on where to look to get started on this?



  • 4.  RE: Can I create an automation policy for an ITA report?
    Best Answer

    Posted Jun 28, 2011 12:19 PM

    for ITA, you are using the report builder within reporting services. So, you can actually go onto the report builder and build your report.

    Now, in order to schedule, you have to be on the reporting server report manager URL itself. It will be http://yourreportservername/reports.

    You should see your datasource for ITA, and then be able to drill into it. Any custom reports you create with ITA report builder interface will be here as well (incidentally, you can launch the report builder from here as well).

    So, find a report that you want, and open it up. Then you want to create a subscription to the report (on the subscription tab). The real tricky part here is that the default setup of ITA and Reporting services doesn't used cached credentials so it won't allow you to create a subscription.

    You need to modify the security of the ITA datasource. The only option I have found that reliably works is to "Credentials stored securely in the report server". Put your creds there, and then check ONLY the box that says "Use as windows credentials". Do NOT check the 'impersonate' box, besides being bad security, it seems to break reporting services (as it works with ITA anyway).

    That way you can schedule a report, or email it, and pick the format.

    I'll try and publish an article on it, as security modification can be a maddening process.


    A good overview is here: http://alexduggleby.com/2008/07/18/sql-server-reporting-services-2008-tutorial-in-5-minutes-or-how-to-send-my-boss-a-report-from-a-view-quickly/



  • 5.  RE: Can I create an automation policy for an ITA report?

    Posted Aug 24, 2011 12:54 PM

    Just checking back hoping that you might have written that article.  ;)



  • 6.  RE: Can I create an automation policy for an ITA report?

    Posted Aug 29, 2011 09:00 AM

    And going over this, it appears that I wasn't clear.  I need to be able to email out a pivot table view that I have saved monthly.  It's not an actual report.



  • 7.  RE: Can I create an automation policy for an ITA report?

    Posted Aug 29, 2011 02:27 PM
      |   view attached

    Okay, if anyone else needs this,here's what I did to get it working.  At least for me, the screenshots in Jim Harings' link were wrong.

    First I used the report builder to create the new report that I wanted, since I couldn't really publish a cube view.  Then I edited the data source as seen in the attached picture.  The data source type should be Analysis Services and in the connection string the Data Source should be the server name.