Create and Publish SSRS Reports

This tutorial shows how to connect to a NetSuite data source and create a simple report using the Report Designer in Visual Studio.

Create a Report Server Project

If you are using Visual Studio 2008, open Visual Studio and click Business Intelligence Projects -> Report Server Project. Note that you will need Business Intelligence Development Studio installed.

If you are using Visual Studio 2010 or later, click Installed -> Templates -> Business Intelligence -> Reporting Services and then click Report Server Project. Note that you will need SQL Studio Data Tools (SSDT) installed for your version of Visual Studio.

Add the NetSuite Data Source to the Report

Follow the steps below to create a NetSuite data source by defining connection properties and then add it to the report.

1. Right-click the Reports subfolder in your Report Server project and then click Add -> New Item - > Report.
2. In the Report Data view, click New -> Data Source.
3. Select the "embedded connection" option and select RSSBus NetSuite Report from the list.
4. In the Connection String box, enter credentials and other connection properties required to connect to NetSuite. Below is a typical connection string:
   

   Account Id=XABC123456;Password=password;User=user;Role Id=3;Version=2013_1;Location=C:\\myfolder\\;

Define the Query

Follow the steps below to define the query that will provide the report's dataset.

1. In the Report Data view, click New -> Dataset.
2. In the Dataset Properties dialog that is displayed, click Query Designer to build the query visually and preview the results. Or, enter a query in the Query box. This example uses the following query:
   

   SELECT * FROM Account

Design the Report

Use the table as the base for the design of your report.

1. Click Table in the Toolbox and then click the design surface. The table is added to the designer.
2. Drag columns from the ReportData pane to columns in the table.

Preview and Publish the Report

You can preview the report by clicking the Preview tab in the Designer. To publish a report to a report server or to a SharePoint site, you will need to configure the report folder, the URL of the report server, and other values in the project properties. If you are publishing to SharePoint, the values for all properties must be fully qualified URLs. These properties are organized into three configurations based on the deployment location:

• DebugLocal: The local machine used to preview reports before publication.
• Debug: A test server.
• Release: The production server.

After you have defined the deployment configuration, you can deploy the report project or a single report: Right-click the project or the .rdl file for the report in the Solution Explorer and then click Deploy.