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Generating PDF SSRS reports

Question
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Hi,
I'm looking to generate an invoice report for each customer with it containing a list of billable items. I would like SSRS to some how generate a separate report for each customer as a PDF document (1 PDF per customer) and store it on a network folder.
Could you recommend a strategy on how I can design this in SSRS 2008. I would like to put the customers address details on the top of their report, a standard header and then have a table of billable items with a total etc.
How can I get SSRS to then run this for each customer so that it generates separate PDF documents and stores it to a network drive? Could I get it to store the pdf document by the customer number and name?
Thanks in advance.
Mason
Tuesday, August 21, 2012 10:28 AM
Answers
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Hi,
If you are on Enterprise Edition of 2008, you can use the data driven subscription to meet your requirement.
First step is to create a report which accepts a input parameter as customer id and create a report based on it. This is a simple task.
Now, you need to step a data driven subscription, as described below
Just in step-2 in above post, select "Windows File Share" in place of e-mail and provide UNC folder location which has appropriate rights for SSRS service account to create reports into it. In step-7, provide the schedule information. No need to perform last step which involves SSIS.
For information on data driven subscription, have a look at this link
http://msdn.microsoft.com/en-us/library/ms159150.aspx
Please note that data driven subscription is only available in Enterprise Edition of SQL server. If you do not have enterprise edition, you can create a program to export report to pdf, which calls a report for each customerid. Then you can schedule it using windows scheduler.
Kindly revert for any more information.
- Chintak (My Blog)
- Marked as answer by Mike Yin Monday, August 27, 2012 12:37 PM
Tuesday, August 21, 2012 10:49 AM
All replies
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Some ideas
http://dimantdatabasesolutions.blogspot.co.il/2009/02/how-to-render-report-to-pdfexcel-format.html
>>>How can I get SSRS to then run this for each customer so that it generates separate PDF documents and stores it to a network drive? Could I get it >>>to store the pdf document by the customer number and name?
Read about subscriptions in SSRS
Best Regards,Uri Dimant SQL Server MVP,http://sqlblog.com/blogs/uri_dimant/
Tuesday, August 21, 2012 10:46 AM -
Hi,
You can add User!UserID to your where clause like this:
where User_Name=@User_Name
and in Parameters tab in your Dataset Properties assign User!UserID to @User_Name
For user address and phone number you can add them to your where clause and then click Export and select PDF to export your report.
Please share the results.
Cheers
Please Mark as Answer or Vote As Helpful if a post solves your problem. MCP, MCTS, MCITP
Tuesday, August 21, 2012 10:47 AM -
Hi,
If you are on Enterprise Edition of 2008, you can use the data driven subscription to meet your requirement.
First step is to create a report which accepts a input parameter as customer id and create a report based on it. This is a simple task.
Now, you need to step a data driven subscription, as described below
Just in step-2 in above post, select "Windows File Share" in place of e-mail and provide UNC folder location which has appropriate rights for SSRS service account to create reports into it. In step-7, provide the schedule information. No need to perform last step which involves SSIS.
For information on data driven subscription, have a look at this link
http://msdn.microsoft.com/en-us/library/ms159150.aspx
Please note that data driven subscription is only available in Enterprise Edition of SQL server. If you do not have enterprise edition, you can create a program to export report to pdf, which calls a report for each customerid. Then you can schedule it using windows scheduler.
Kindly revert for any more information.
- Chintak (My Blog)
- Marked as answer by Mike Yin Monday, August 27, 2012 12:37 PM
Tuesday, August 21, 2012 10:49 AM