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prerequisites-for-tutorials-report-builder.md

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title Prerequisites for tutorials (Report Builder)
description Learn about the prerequisites that you must have in place to complete the Report Builder tutorials.
ms.date 09/25/2024
ms.service reporting-services
ms.subservice reporting-services
ms.topic tutorial
ms.custom
updatefrequency5

Prerequisites for tutorials (Report Builder)

To do the Report Builder tutorials, you need to be able to view and save [!INCLUDEssRSCurrent] paginated reports on a report server or SharePoint site that is integrated with a report server. For data, all tutorials use literal queries that an instance of SQL Server must process.

If you don't have access to a report server or site or to a data source, you can learn about Report Builder by building an offline report. See Tutorial: Create a quick chart report offline (Report Builder).

Requirements

You must have the following prerequisites to complete Report Builder tutorials:

  • Access to Report Builder. You can run Report Builder from a [!INCLUDEssRSnoversion_md] report server or a [!INCLUDEssRSnoversion_md] report server in SharePoint integrated mode. Only the first step, how to open Report Builder, is different on the different servers.

    On a report server, select New > Paginated Report.

    On a report server in SharePoint integrated mode, navigate to the Documents tab. Select New Document, and from the drop-down list, choose Report Builder Report. For example, https://<servername>/sites/mySite/reports. The SharePoint administrator must enable the Report Builder Report feature for each document library.

  • The URL to a [!INCLUDEssRSnoversion_md] report server or a SharePoint site that is integrated with a [!INCLUDEssRSnoversion_md] report server. You must have permission to save and view reports, shared data sources, shared datasets, and models. By default, the URL for a report server is https://<servername>/reportserver. By default, the URL for a SharePoint site is https://<sitename> or https://<server>/site.

  • The name of a SQL Server instance and credentials sufficient for read-only access to any database. The dataset queries in the tutorials use literal data. But a SQL Server instance must process each query to return the metadata that is required for a report dataset. For example, the following connection string specifies only a server: data source=<servername>. You need read access to the default database that is assigned to you by the system administrator who grants you permission to access the server. You can also specify a database, as shown in the following connection string: data source=<servername>;initial catalog=<database>.

  • For the Tutorial: Map report (Report Builder), the report server must be configured to support Bing maps as a background. For more information, see Plan a map paginated report (Report Builder).

  • The Tutorial: Create drillthrough and main reports (Report Builder) tutorial requires access to the Contoso Sales cube.

The report server administrator must grant you the necessary permissions on the report server, configure [!INCLUDEssRSnoversion_md] folder locations, and configure Report Builder default options. For more information, see Install Report Builder.

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