How to: Locate and Edit a Report

You can customize or change the reports that are created by either the process template or by users manually. To edit and re-deploy a report, your user account must be a member of the Content Managers role in SQL Server Reporting Services.

Note

To connect to the Team Foundation data warehouse, you will need the Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider installed on the computer. The driver is available through the Microsoft Download Center (https://www.microsoft.com/downloads/details.aspx?FamilyID=d09c1d60-a13c-4479-9b91-9e8b9d835cdc).

Contact your Team Foundation Server administrator or your team project administrator to make sure that your user account has the permissions described in the following section.

Required Permissions

To edit and re-deploy a report, you must be a member of the SQL Server Reporting Services Content Managers role. For more information, see Team Foundation Server Permissions.

To change a report

  1. In Team Explorer, click the team project node.

  2. On the Team menu, click Show Report Site.

  3. In Report Manager, click the name of the report.

  4. Click the Properties tab, and then click Edit.

  5. In the File Download dialog box, click Save.

  6. In the Save As dialog box, navigate to the location to save the edited report, and then click Save.

    Team Explorer saves a copy of the report .rdl file to the local computer.

  7. In the Download Complete dialog box, click Close.

  8. In Visual Studio, on the File menu, point to New, and then click Project.

  9. In the Project types pane of the New Project dialog box, select Business Intelligence Projects.

    Note

    If Business Intelligence Projects does not appear in the list of project types on the local computer, you must install SQL Server Business Intelligence Development Studio on the computer.

  10. In the Templates pane, select Report Server Project.

  11. In the Name box, type a name for the project, and then click OK.

  12. On the Project menu, click Add Existing Item.

  13. In the Add Existing Item dialog box, navigate to the location where you saved the report .rdl file, and then click Add.

    The report file is added to the new report project.

  14. On the View menu, click Solution Explorer.

  15. In Solution Explorer, click the report .rdl file.

  16. On the View menu, click Designer.

  17. In the IDE, make the changes to the report.

  18. On the Project menu, click report name Properties.

  19. In the project name Property Pages dialog box, expand the Deployment node.

  20. Set the OverwriteDataSources property to False.

  21. Set the TargetDataSourceFolder to /.

  22. Set the TargetReportFolder to the name of the destination folder.

  23. Set the TargetServerURL to **https://**application-tier server/reportserver, and then click OK.

  24. On the Build menu, click Deploy project name.

See Also

Tasks

How to: Edit a Report in Microsoft Excel for Team System
How to: Edit Reports in Report Designer

Concepts

Team Foundation Server Permissions

Other Resources

Using Reporting and Metrics for Team System