We created a sales history report for a client that has one prompt, Sales
Region, and when they schedule the report all the filenames of the Excel
attachments are the same. They are all the report name.
They would like each file to have a name like
"SalesRegion-SelectedRegion.xls". And possibly the dynamic month generated
in the report from a user defined function.
Is there anyway to include the prompted Sales Region in the filename?
On a related issue I have noticed people discussing doing Data Driven
subscriptions, but even though the report data source credentials are saved
in the report server it is not an option for them.
Any help would be greatly appreciated.Without using Data Driven subscription, the fileshare delivery extension
does not have any means to accomplish this.
--
-Daniel
This posting is provided "AS IS" with no warranties, and confers no rights.
"IST" <IST@.discussions.microsoft.com> wrote in message
news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
> We created a sales history report for a client that has one prompt, Sales
> Region, and when they schedule the report all the filenames of the Excel
> attachments are the same. They are all the report name.
> They would like each file to have a name like
> "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
> generated
> in the report from a user defined function.
> Is there anyway to include the prompted Sales Region in the filename?
> On a related issue I have noticed people discussing doing Data Driven
> subscriptions, but even though the report data source credentials are
> saved
> in the report server it is not an option for them.
> Any help would be greatly appreciated.|||These reports are scheduled to be delivered as Excel attachments. Please
elaborate on your response to this.
"Daniel Reib [MSFT]" wrote:
> Without using Data Driven subscription, the fileshare delivery extension
> does not have any means to accomplish this.
> --
> -Daniel
> This posting is provided "AS IS" with no warranties, and confers no rights.
>
> "IST" <IST@.discussions.microsoft.com> wrote in message
> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
> > We created a sales history report for a client that has one prompt, Sales
> > Region, and when they schedule the report all the filenames of the Excel
> > attachments are the same. They are all the report name.
> >
> > They would like each file to have a name like
> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
> > generated
> > in the report from a user defined function.
> >
> > Is there anyway to include the prompted Sales Region in the filename?
> >
> > On a related issue I have noticed people discussing doing Data Driven
> > subscriptions, but even though the report data source credentials are
> > saved
> > in the report server it is not an option for them.
> >
> > Any help would be greatly appreciated.
>
>|||When a regular subscription is created the name of the file must be passed
in. The Fileshare extension provides no means for which to add information
dynamically to the name of the generated file. If you used a data driven
subscription you could create the name in the SQL query and have that passed
in as the file name. If the query is smart enough it could generate the
filename with the desired parameter embedded. However, you said DD
subscriptions were not an option, and the Fileshare extension does not have
the ability to do this.
--
-Daniel
This posting is provided "AS IS" with no warranties, and confers no rights.
"IST" <IST@.discussions.microsoft.com> wrote in message
news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
> These reports are scheduled to be delivered as Excel attachments. Please
> elaborate on your response to this.
>
> "Daniel Reib [MSFT]" wrote:
>> Without using Data Driven subscription, the fileshare delivery extension
>> does not have any means to accomplish this.
>> --
>> -Daniel
>> This posting is provided "AS IS" with no warranties, and confers no
>> rights.
>>
>> "IST" <IST@.discussions.microsoft.com> wrote in message
>> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
>> > We created a sales history report for a client that has one prompt,
>> > Sales
>> > Region, and when they schedule the report all the filenames of the
>> > Excel
>> > attachments are the same. They are all the report name.
>> >
>> > They would like each file to have a name like
>> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
>> > generated
>> > in the report from a user defined function.
>> >
>> > Is there anyway to include the prompted Sales Region in the filename?
>> >
>> > On a related issue I have noticed people discussing doing Data Driven
>> > subscriptions, but even though the report data source credentials are
>> > saved
>> > in the report server it is not an option for them.
>> >
>> > Any help would be greatly appreciated.
>>|||Thanks for your assistance Daniel. So there is no way to override the
"report name" as the attachment name in a standard scheduled report
regardless of the render type.
Outside of the fact that you should be able to select the attachment name in
the report manager just like you do the subject when scheduling a report.
i.e. "@.ReportName was executed at @.ExecutionTime"
The sales manager at our client location refuses to open each Excel
spreadsheet attachement in his email to find the sales region and then select
"Save As" with this name for each of their 77 sales regions every month.
I can't blame them. This is supposed to be automated.
Do you have any suggestions to make this work as an automated solution?
If this has to be done via Data Driven Subscriptions, do you have any
information about why a report that has stored credential would not have the
option of data driven subscription? If that works, could you please give me
an example to use for giving these managers their reports with Region/Month
filenames?
I have been using RS since the first public beta. It is an amazing product.
We are just struggling with a few of these detail issues.
Thank you so much for your time.
"Daniel Reib [MSFT]" wrote:
> When a regular subscription is created the name of the file must be passed
> in. The Fileshare extension provides no means for which to add information
> dynamically to the name of the generated file. If you used a data driven
> subscription you could create the name in the SQL query and have that passed
> in as the file name. If the query is smart enough it could generate the
> filename with the desired parameter embedded. However, you said DD
> subscriptions were not an option, and the Fileshare extension does not have
> the ability to do this.
> --
> -Daniel
> This posting is provided "AS IS" with no warranties, and confers no rights.
>
> "IST" <IST@.discussions.microsoft.com> wrote in message
> news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
> > These reports are scheduled to be delivered as Excel attachments. Please
> > elaborate on your response to this.
> >
> >
> > "Daniel Reib [MSFT]" wrote:
> >
> >> Without using Data Driven subscription, the fileshare delivery extension
> >> does not have any means to accomplish this.
> >>
> >> --
> >> -Daniel
> >> This posting is provided "AS IS" with no warranties, and confers no
> >> rights.
> >>
> >>
> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
> >> > We created a sales history report for a client that has one prompt,
> >> > Sales
> >> > Region, and when they schedule the report all the filenames of the
> >> > Excel
> >> > attachments are the same. They are all the report name.
> >> >
> >> > They would like each file to have a name like
> >> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
> >> > generated
> >> > in the report from a user defined function.
> >> >
> >> > Is there anyway to include the prompted Sales Region in the filename?
> >> >
> >> > On a related issue I have noticed people discussing doing Data Driven
> >> > subscriptions, but even though the report data source credentials are
> >> > saved
> >> > in the report server it is not an option for them.
> >> >
> >> > Any help would be greatly appreciated.
> >>
> >>
> >>
>
>|||Data driven subscriptions are not supported in the standard edition of RS.
Is it possible that he has that?
--
-Daniel
This posting is provided "AS IS" with no warranties, and confers no rights.
"IST" <IST@.discussions.microsoft.com> wrote in message
news:956BB75C-B82C-46E6-AA5E-91AEDDD7B0CB@.microsoft.com...
> Thanks for your assistance Daniel. So there is no way to override the
> "report name" as the attachment name in a standard scheduled report
> regardless of the render type.
> Outside of the fact that you should be able to select the attachment name
> in
> the report manager just like you do the subject when scheduling a report.
> i.e. "@.ReportName was executed at @.ExecutionTime"
> The sales manager at our client location refuses to open each Excel
> spreadsheet attachement in his email to find the sales region and then
> select
> "Save As" with this name for each of their 77 sales regions every month.
> I can't blame them. This is supposed to be automated.
> Do you have any suggestions to make this work as an automated solution?
> If this has to be done via Data Driven Subscriptions, do you have any
> information about why a report that has stored credential would not have
> the
> option of data driven subscription? If that works, could you please give
> me
> an example to use for giving these managers their reports with
> Region/Month
> filenames?
> I have been using RS since the first public beta. It is an amazing
> product.
> We are just struggling with a few of these detail issues.
> Thank you so much for your time.
>
> "Daniel Reib [MSFT]" wrote:
>> When a regular subscription is created the name of the file must be
>> passed
>> in. The Fileshare extension provides no means for which to add
>> information
>> dynamically to the name of the generated file. If you used a data driven
>> subscription you could create the name in the SQL query and have that
>> passed
>> in as the file name. If the query is smart enough it could generate the
>> filename with the desired parameter embedded. However, you said DD
>> subscriptions were not an option, and the Fileshare extension does not
>> have
>> the ability to do this.
>> --
>> -Daniel
>> This posting is provided "AS IS" with no warranties, and confers no
>> rights.
>>
>> "IST" <IST@.discussions.microsoft.com> wrote in message
>> news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
>> > These reports are scheduled to be delivered as Excel attachments.
>> > Please
>> > elaborate on your response to this.
>> >
>> >
>> > "Daniel Reib [MSFT]" wrote:
>> >
>> >> Without using Data Driven subscription, the fileshare delivery
>> >> extension
>> >> does not have any means to accomplish this.
>> >>
>> >> --
>> >> -Daniel
>> >> This posting is provided "AS IS" with no warranties, and confers no
>> >> rights.
>> >>
>> >>
>> >> "IST" <IST@.discussions.microsoft.com> wrote in message
>> >> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
>> >> > We created a sales history report for a client that has one prompt,
>> >> > Sales
>> >> > Region, and when they schedule the report all the filenames of the
>> >> > Excel
>> >> > attachments are the same. They are all the report name.
>> >> >
>> >> > They would like each file to have a name like
>> >> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
>> >> > generated
>> >> > in the report from a user defined function.
>> >> >
>> >> > Is there anyway to include the prompted Sales Region in the
>> >> > filename?
>> >> >
>> >> > On a related issue I have noticed people discussing doing Data
>> >> > Driven
>> >> > subscriptions, but even though the report data source credentials
>> >> > are
>> >> > saved
>> >> > in the report server it is not an option for them.
>> >> >
>> >> > Any help would be greatly appreciated.
>> >>
>> >>
>> >>
>>|||Hello Daniel, That is exactly it. They have the standard version of RS.
Do we have any options using either Email or Fileshare to get a Excel
filename other than the default report name? i.e. Instead of all 77 email
having the same attachment filename "Sales Region.xls" it could be even the a
combination of the report name and report parameter "@.SALESREGION" resulting
in "Sales Region - North East.xls".
Thanks.
"Daniel Reib [MSFT]" wrote:
> Data driven subscriptions are not supported in the standard edition of RS.
> Is it possible that he has that?
> --
> -Daniel
> This posting is provided "AS IS" with no warranties, and confers no rights.
>
> "IST" <IST@.discussions.microsoft.com> wrote in message
> news:956BB75C-B82C-46E6-AA5E-91AEDDD7B0CB@.microsoft.com...
> > Thanks for your assistance Daniel. So there is no way to override the
> > "report name" as the attachment name in a standard scheduled report
> > regardless of the render type.
> >
> > Outside of the fact that you should be able to select the attachment name
> > in
> > the report manager just like you do the subject when scheduling a report.
> > i.e. "@.ReportName was executed at @.ExecutionTime"
> >
> > The sales manager at our client location refuses to open each Excel
> > spreadsheet attachement in his email to find the sales region and then
> > select
> > "Save As" with this name for each of their 77 sales regions every month.
> >
> > I can't blame them. This is supposed to be automated.
> >
> > Do you have any suggestions to make this work as an automated solution?
> >
> > If this has to be done via Data Driven Subscriptions, do you have any
> > information about why a report that has stored credential would not have
> > the
> > option of data driven subscription? If that works, could you please give
> > me
> > an example to use for giving these managers their reports with
> > Region/Month
> > filenames?
> >
> > I have been using RS since the first public beta. It is an amazing
> > product.
> > We are just struggling with a few of these detail issues.
> >
> > Thank you so much for your time.
> >
> >
> > "Daniel Reib [MSFT]" wrote:
> >
> >> When a regular subscription is created the name of the file must be
> >> passed
> >> in. The Fileshare extension provides no means for which to add
> >> information
> >> dynamically to the name of the generated file. If you used a data driven
> >> subscription you could create the name in the SQL query and have that
> >> passed
> >> in as the file name. If the query is smart enough it could generate the
> >> filename with the desired parameter embedded. However, you said DD
> >> subscriptions were not an option, and the Fileshare extension does not
> >> have
> >> the ability to do this.
> >>
> >> --
> >> -Daniel
> >> This posting is provided "AS IS" with no warranties, and confers no
> >> rights.
> >>
> >>
> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
> >> > These reports are scheduled to be delivered as Excel attachments.
> >> > Please
> >> > elaborate on your response to this.
> >> >
> >> >
> >> > "Daniel Reib [MSFT]" wrote:
> >> >
> >> >> Without using Data Driven subscription, the fileshare delivery
> >> >> extension
> >> >> does not have any means to accomplish this.
> >> >>
> >> >> --
> >> >> -Daniel
> >> >> This posting is provided "AS IS" with no warranties, and confers no
> >> >> rights.
> >> >>
> >> >>
> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> >> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
> >> >> > We created a sales history report for a client that has one prompt,
> >> >> > Sales
> >> >> > Region, and when they schedule the report all the filenames of the
> >> >> > Excel
> >> >> > attachments are the same. They are all the report name.
> >> >> >
> >> >> > They would like each file to have a name like
> >> >> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
> >> >> > generated
> >> >> > in the report from a user defined function.
> >> >> >
> >> >> > Is there anyway to include the prompted Sales Region in the
> >> >> > filename?
> >> >> >
> >> >> > On a related issue I have noticed people discussing doing Data
> >> >> > Driven
> >> >> > subscriptions, but even though the report data source credentials
> >> >> > are
> >> >> > saved
> >> >> > in the report server it is not an option for them.
> >> >> >
> >> >> > Any help would be greatly appreciated.
> >> >>
> >> >>
> >> >>
> >>
> >>
> >>
>
>|||Maybe I am a little confused here. Do you have 77 subscriptions? How are
you generating each file?
--
-Daniel
This posting is provided "AS IS" with no warranties, and confers no rights.
"IST" <IST@.discussions.microsoft.com> wrote in message
news:B5F42661-0335-4D38-85D1-DCCD47882BC0@.microsoft.com...
> Hello Daniel, That is exactly it. They have the standard version of RS.
> Do we have any options using either Email or Fileshare to get a Excel
> filename other than the default report name? i.e. Instead of all 77 email
> having the same attachment filename "Sales Region.xls" it could be even
> the a
> combination of the report name and report parameter "@.SALESREGION"
> resulting
> in "Sales Region - North East.xls".
> Thanks.
> "Daniel Reib [MSFT]" wrote:
>> Data driven subscriptions are not supported in the standard edition of
>> RS.
>> Is it possible that he has that?
>> --
>> -Daniel
>> This posting is provided "AS IS" with no warranties, and confers no
>> rights.
>>
>> "IST" <IST@.discussions.microsoft.com> wrote in message
>> news:956BB75C-B82C-46E6-AA5E-91AEDDD7B0CB@.microsoft.com...
>> > Thanks for your assistance Daniel. So there is no way to override the
>> > "report name" as the attachment name in a standard scheduled report
>> > regardless of the render type.
>> >
>> > Outside of the fact that you should be able to select the attachment
>> > name
>> > in
>> > the report manager just like you do the subject when scheduling a
>> > report.
>> > i.e. "@.ReportName was executed at @.ExecutionTime"
>> >
>> > The sales manager at our client location refuses to open each Excel
>> > spreadsheet attachement in his email to find the sales region and then
>> > select
>> > "Save As" with this name for each of their 77 sales regions every
>> > month.
>> >
>> > I can't blame them. This is supposed to be automated.
>> >
>> > Do you have any suggestions to make this work as an automated solution?
>> >
>> > If this has to be done via Data Driven Subscriptions, do you have any
>> > information about why a report that has stored credential would not
>> > have
>> > the
>> > option of data driven subscription? If that works, could you please
>> > give
>> > me
>> > an example to use for giving these managers their reports with
>> > Region/Month
>> > filenames?
>> >
>> > I have been using RS since the first public beta. It is an amazing
>> > product.
>> > We are just struggling with a few of these detail issues.
>> >
>> > Thank you so much for your time.
>> >
>> >
>> > "Daniel Reib [MSFT]" wrote:
>> >
>> >> When a regular subscription is created the name of the file must be
>> >> passed
>> >> in. The Fileshare extension provides no means for which to add
>> >> information
>> >> dynamically to the name of the generated file. If you used a data
>> >> driven
>> >> subscription you could create the name in the SQL query and have that
>> >> passed
>> >> in as the file name. If the query is smart enough it could generate
>> >> the
>> >> filename with the desired parameter embedded. However, you said DD
>> >> subscriptions were not an option, and the Fileshare extension does not
>> >> have
>> >> the ability to do this.
>> >>
>> >> --
>> >> -Daniel
>> >> This posting is provided "AS IS" with no warranties, and confers no
>> >> rights.
>> >>
>> >>
>> >> "IST" <IST@.discussions.microsoft.com> wrote in message
>> >> news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
>> >> > These reports are scheduled to be delivered as Excel attachments.
>> >> > Please
>> >> > elaborate on your response to this.
>> >> >
>> >> >
>> >> > "Daniel Reib [MSFT]" wrote:
>> >> >
>> >> >> Without using Data Driven subscription, the fileshare delivery
>> >> >> extension
>> >> >> does not have any means to accomplish this.
>> >> >>
>> >> >> --
>> >> >> -Daniel
>> >> >> This posting is provided "AS IS" with no warranties, and confers no
>> >> >> rights.
>> >> >>
>> >> >>
>> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
>> >> >> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
>> >> >> > We created a sales history report for a client that has one
>> >> >> > prompt,
>> >> >> > Sales
>> >> >> > Region, and when they schedule the report all the filenames of
>> >> >> > the
>> >> >> > Excel
>> >> >> > attachments are the same. They are all the report name.
>> >> >> >
>> >> >> > They would like each file to have a name like
>> >> >> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
>> >> >> > generated
>> >> >> > in the report from a user defined function.
>> >> >> >
>> >> >> > Is there anyway to include the prompted Sales Region in the
>> >> >> > filename?
>> >> >> >
>> >> >> > On a related issue I have noticed people discussing doing Data
>> >> >> > Driven
>> >> >> > subscriptions, but even though the report data source credentials
>> >> >> > are
>> >> >> > saved
>> >> >> > in the report server it is not an option for them.
>> >> >> >
>> >> >> > Any help would be greatly appreciated.
>> >> >>
>> >> >>
>> >> >>
>> >>
>> >>
>> >>
>>|||For the purposes of this question there are two reports involved. One for
Sales Regions and another for Product Regions. Each report has a parameter
for its respective region.
For Sales Region (14 regions) and Product Regions (63 regions) each have a
subscription setup to send as an email.
They originally created 77 reports covering each of the regions and a
subscription to each. Then management decided to make a few modifications to
the report format. Then we were faced with modifying 77 reports anytime
changes were needed. Each report had a unique name so that was the name of
the Excel Attachment.
We created the two reports with parameters so when changes were needed to
the format there were only two reports that needed to be modified. But now
that each region comes from the same report the Excel attachment name is the
same for all reports.
They simply want to setup the subscription to email each region with an
attachment name descriptive of the report. i.e. Sales Region - Southwest.xls
These reports use dynamic dates so the report is always based on the
previous complete month. It would be even better if the email attachment
would have the name "Sales Region - Southwest - 1204.xls" adding the month
year to the attachment name.
Do you have any idea how we could accomplish this? Would it even be
possible to set the email Excel attachment name if we create a custom
application? Is attachment name something that is exposed with the Reporting
Services API?
Thanks.
"Daniel Reib [MSFT]" wrote:
> Maybe I am a little confused here. Do you have 77 subscriptions? How are
> you generating each file?
> --
> -Daniel
> This posting is provided "AS IS" with no warranties, and confers no rights.
>
> "IST" <IST@.discussions.microsoft.com> wrote in message
> news:B5F42661-0335-4D38-85D1-DCCD47882BC0@.microsoft.com...
> > Hello Daniel, That is exactly it. They have the standard version of RS.
> >
> > Do we have any options using either Email or Fileshare to get a Excel
> > filename other than the default report name? i.e. Instead of all 77 email
> > having the same attachment filename "Sales Region.xls" it could be even
> > the a
> > combination of the report name and report parameter "@.SALESREGION"
> > resulting
> > in "Sales Region - North East.xls".
> >
> > Thanks.
> >
> > "Daniel Reib [MSFT]" wrote:
> >
> >> Data driven subscriptions are not supported in the standard edition of
> >> RS.
> >> Is it possible that he has that?
> >>
> >> --
> >> -Daniel
> >> This posting is provided "AS IS" with no warranties, and confers no
> >> rights.
> >>
> >>
> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> news:956BB75C-B82C-46E6-AA5E-91AEDDD7B0CB@.microsoft.com...
> >> > Thanks for your assistance Daniel. So there is no way to override the
> >> > "report name" as the attachment name in a standard scheduled report
> >> > regardless of the render type.
> >> >
> >> > Outside of the fact that you should be able to select the attachment
> >> > name
> >> > in
> >> > the report manager just like you do the subject when scheduling a
> >> > report.
> >> > i.e. "@.ReportName was executed at @.ExecutionTime"
> >> >
> >> > The sales manager at our client location refuses to open each Excel
> >> > spreadsheet attachement in his email to find the sales region and then
> >> > select
> >> > "Save As" with this name for each of their 77 sales regions every
> >> > month.
> >> >
> >> > I can't blame them. This is supposed to be automated.
> >> >
> >> > Do you have any suggestions to make this work as an automated solution?
> >> >
> >> > If this has to be done via Data Driven Subscriptions, do you have any
> >> > information about why a report that has stored credential would not
> >> > have
> >> > the
> >> > option of data driven subscription? If that works, could you please
> >> > give
> >> > me
> >> > an example to use for giving these managers their reports with
> >> > Region/Month
> >> > filenames?
> >> >
> >> > I have been using RS since the first public beta. It is an amazing
> >> > product.
> >> > We are just struggling with a few of these detail issues.
> >> >
> >> > Thank you so much for your time.
> >> >
> >> >
> >> > "Daniel Reib [MSFT]" wrote:
> >> >
> >> >> When a regular subscription is created the name of the file must be
> >> >> passed
> >> >> in. The Fileshare extension provides no means for which to add
> >> >> information
> >> >> dynamically to the name of the generated file. If you used a data
> >> >> driven
> >> >> subscription you could create the name in the SQL query and have that
> >> >> passed
> >> >> in as the file name. If the query is smart enough it could generate
> >> >> the
> >> >> filename with the desired parameter embedded. However, you said DD
> >> >> subscriptions were not an option, and the Fileshare extension does not
> >> >> have
> >> >> the ability to do this.
> >> >>
> >> >> --
> >> >> -Daniel
> >> >> This posting is provided "AS IS" with no warranties, and confers no
> >> >> rights.
> >> >>
> >> >>
> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> >> news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
> >> >> > These reports are scheduled to be delivered as Excel attachments.
> >> >> > Please
> >> >> > elaborate on your response to this.
> >> >> >
> >> >> >
> >> >> > "Daniel Reib [MSFT]" wrote:
> >> >> >
> >> >> >> Without using Data Driven subscription, the fileshare delivery
> >> >> >> extension
> >> >> >> does not have any means to accomplish this.
> >> >> >>
> >> >> >> --
> >> >> >> -Daniel
> >> >> >> This posting is provided "AS IS" with no warranties, and confers no
> >> >> >> rights.
> >> >> >>
> >> >> >>
> >> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> >> >> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
> >> >> >> > We created a sales history report for a client that has one
> >> >> >> > prompt,
> >> >> >> > Sales
> >> >> >> > Region, and when they schedule the report all the filenames of
> >> >> >> > the
> >> >> >> > Excel
> >> >> >> > attachments are the same. They are all the report name.
> >> >> >> >
> >> >> >> > They would like each file to have a name like
> >> >> >> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic month
> >> >> >> > generated
> >> >> >> > in the report from a user defined function.
> >> >> >> >
> >> >> >> > Is there anyway to include the prompted Sales Region in the
> >> >> >> > filename?
> >> >> >> >
> >> >> >> > On a related issue I have noticed people discussing doing Data
> >> >> >> > Driven
> >> >> >> > subscriptions, but even though the report data source credentials
> >> >> >> > are
> >> >> >> > saved
> >> >> >> > in the report server it is not an option for them.
> >> >> >> >
> >> >> >> > Any help would be greatly appreciated.
> >> >> >>
> >> >> >>
> >> >> >>
> >> >>
> >> >>
> >> >>
> >>
> >>
> >>
>
>|||Ok, I have a better idea what is going on now. Unfortunately I don't have
good news. The FileShare Delivery Extension does not have anyway to get
report parameters into the name of the file. It can't do this because the
Delivery API do not give it this information, so you would not be able to
even write your own extension to do this. The only option you have with
Standard is to create the 77 subscriptions, giving each subscription a
unique filename. (You could create 77 linked reports and have each report
have a single subscription. This would make managing them a little easier
since the descriptions of the subscriptions are not helpful)
The best option would be to use DataDriven subscriptions, but that would
require you purchasing the Enterprise Edition.
I hope that helps.
--
-Daniel
This posting is provided "AS IS" with no warranties, and confers no rights.
"IST" <IST@.discussions.microsoft.com> wrote in message
news:BE830564-D7BC-4373-90AF-3A55B75E66E4@.microsoft.com...
> For the purposes of this question there are two reports involved. One for
> Sales Regions and another for Product Regions. Each report has a
> parameter
> for its respective region.
> For Sales Region (14 regions) and Product Regions (63 regions) each have a
> subscription setup to send as an email.
> They originally created 77 reports covering each of the regions and a
> subscription to each. Then management decided to make a few modifications
> to
> the report format. Then we were faced with modifying 77 reports anytime
> changes were needed. Each report had a unique name so that was the name
> of
> the Excel Attachment.
> We created the two reports with parameters so when changes were needed to
> the format there were only two reports that needed to be modified. But
> now
> that each region comes from the same report the Excel attachment name is
> the
> same for all reports.
> They simply want to setup the subscription to email each region with an
> attachment name descriptive of the report. i.e. Sales Region -
> Southwest.xls
> These reports use dynamic dates so the report is always based on the
> previous complete month. It would be even better if the email attachment
> would have the name "Sales Region - Southwest - 1204.xls" adding the month
> year to the attachment name.
> Do you have any idea how we could accomplish this? Would it even be
> possible to set the email Excel attachment name if we create a custom
> application? Is attachment name something that is exposed with the
> Reporting
> Services API?
> Thanks.
>
> "Daniel Reib [MSFT]" wrote:
>> Maybe I am a little confused here. Do you have 77 subscriptions? How
>> are
>> you generating each file?
>> --
>> -Daniel
>> This posting is provided "AS IS" with no warranties, and confers no
>> rights.
>>
>> "IST" <IST@.discussions.microsoft.com> wrote in message
>> news:B5F42661-0335-4D38-85D1-DCCD47882BC0@.microsoft.com...
>> > Hello Daniel, That is exactly it. They have the standard version of
>> > RS.
>> >
>> > Do we have any options using either Email or Fileshare to get a Excel
>> > filename other than the default report name? i.e. Instead of all 77
>> > email
>> > having the same attachment filename "Sales Region.xls" it could be even
>> > the a
>> > combination of the report name and report parameter "@.SALESREGION"
>> > resulting
>> > in "Sales Region - North East.xls".
>> >
>> > Thanks.
>> >
>> > "Daniel Reib [MSFT]" wrote:
>> >
>> >> Data driven subscriptions are not supported in the standard edition of
>> >> RS.
>> >> Is it possible that he has that?
>> >>
>> >> --
>> >> -Daniel
>> >> This posting is provided "AS IS" with no warranties, and confers no
>> >> rights.
>> >>
>> >>
>> >> "IST" <IST@.discussions.microsoft.com> wrote in message
>> >> news:956BB75C-B82C-46E6-AA5E-91AEDDD7B0CB@.microsoft.com...
>> >> > Thanks for your assistance Daniel. So there is no way to override
>> >> > the
>> >> > "report name" as the attachment name in a standard scheduled report
>> >> > regardless of the render type.
>> >> >
>> >> > Outside of the fact that you should be able to select the attachment
>> >> > name
>> >> > in
>> >> > the report manager just like you do the subject when scheduling a
>> >> > report.
>> >> > i.e. "@.ReportName was executed at @.ExecutionTime"
>> >> >
>> >> > The sales manager at our client location refuses to open each Excel
>> >> > spreadsheet attachement in his email to find the sales region and
>> >> > then
>> >> > select
>> >> > "Save As" with this name for each of their 77 sales regions every
>> >> > month.
>> >> >
>> >> > I can't blame them. This is supposed to be automated.
>> >> >
>> >> > Do you have any suggestions to make this work as an automated
>> >> > solution?
>> >> >
>> >> > If this has to be done via Data Driven Subscriptions, do you have
>> >> > any
>> >> > information about why a report that has stored credential would not
>> >> > have
>> >> > the
>> >> > option of data driven subscription? If that works, could you please
>> >> > give
>> >> > me
>> >> > an example to use for giving these managers their reports with
>> >> > Region/Month
>> >> > filenames?
>> >> >
>> >> > I have been using RS since the first public beta. It is an amazing
>> >> > product.
>> >> > We are just struggling with a few of these detail issues.
>> >> >
>> >> > Thank you so much for your time.
>> >> >
>> >> >
>> >> > "Daniel Reib [MSFT]" wrote:
>> >> >
>> >> >> When a regular subscription is created the name of the file must be
>> >> >> passed
>> >> >> in. The Fileshare extension provides no means for which to add
>> >> >> information
>> >> >> dynamically to the name of the generated file. If you used a data
>> >> >> driven
>> >> >> subscription you could create the name in the SQL query and have
>> >> >> that
>> >> >> passed
>> >> >> in as the file name. If the query is smart enough it could
>> >> >> generate
>> >> >> the
>> >> >> filename with the desired parameter embedded. However, you said DD
>> >> >> subscriptions were not an option, and the Fileshare extension does
>> >> >> not
>> >> >> have
>> >> >> the ability to do this.
>> >> >>
>> >> >> --
>> >> >> -Daniel
>> >> >> This posting is provided "AS IS" with no warranties, and confers no
>> >> >> rights.
>> >> >>
>> >> >>
>> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
>> >> >> news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
>> >> >> > These reports are scheduled to be delivered as Excel attachments.
>> >> >> > Please
>> >> >> > elaborate on your response to this.
>> >> >> >
>> >> >> >
>> >> >> > "Daniel Reib [MSFT]" wrote:
>> >> >> >
>> >> >> >> Without using Data Driven subscription, the fileshare delivery
>> >> >> >> extension
>> >> >> >> does not have any means to accomplish this.
>> >> >> >>
>> >> >> >> --
>> >> >> >> -Daniel
>> >> >> >> This posting is provided "AS IS" with no warranties, and confers
>> >> >> >> no
>> >> >> >> rights.
>> >> >> >>
>> >> >> >>
>> >> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
>> >> >> >> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
>> >> >> >> > We created a sales history report for a client that has one
>> >> >> >> > prompt,
>> >> >> >> > Sales
>> >> >> >> > Region, and when they schedule the report all the filenames of
>> >> >> >> > the
>> >> >> >> > Excel
>> >> >> >> > attachments are the same. They are all the report name.
>> >> >> >> >
>> >> >> >> > They would like each file to have a name like
>> >> >> >> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic
>> >> >> >> > month
>> >> >> >> > generated
>> >> >> >> > in the report from a user defined function.
>> >> >> >> >
>> >> >> >> > Is there anyway to include the prompted Sales Region in the
>> >> >> >> > filename?
>> >> >> >> >
>> >> >> >> > On a related issue I have noticed people discussing doing Data
>> >> >> >> > Driven
>> >> >> >> > subscriptions, but even though the report data source
>> >> >> >> > credentials
>> >> >> >> > are
>> >> >> >> > saved
>> >> >> >> > in the report server it is not an option for them.
>> >> >> >> >
>> >> >> >> > Any help would be greatly appreciated.
>> >> >> >>
>> >> >> >>
>> >> >> >>
>> >> >>
>> >> >>
>> >> >>
>> >>
>> >>
>> >>
>>|||I appreciate your assistance. Thanks.
"Daniel Reib [MSFT]" wrote:
> Ok, I have a better idea what is going on now. Unfortunately I don't have
> good news. The FileShare Delivery Extension does not have anyway to get
> report parameters into the name of the file. It can't do this because the
> Delivery API do not give it this information, so you would not be able to
> even write your own extension to do this. The only option you have with
> Standard is to create the 77 subscriptions, giving each subscription a
> unique filename. (You could create 77 linked reports and have each report
> have a single subscription. This would make managing them a little easier
> since the descriptions of the subscriptions are not helpful)
> The best option would be to use DataDriven subscriptions, but that would
> require you purchasing the Enterprise Edition.
> I hope that helps.
> --
> -Daniel
> This posting is provided "AS IS" with no warranties, and confers no rights.
>
> "IST" <IST@.discussions.microsoft.com> wrote in message
> news:BE830564-D7BC-4373-90AF-3A55B75E66E4@.microsoft.com...
> > For the purposes of this question there are two reports involved. One for
> > Sales Regions and another for Product Regions. Each report has a
> > parameter
> > for its respective region.
> >
> > For Sales Region (14 regions) and Product Regions (63 regions) each have a
> > subscription setup to send as an email.
> >
> > They originally created 77 reports covering each of the regions and a
> > subscription to each. Then management decided to make a few modifications
> > to
> > the report format. Then we were faced with modifying 77 reports anytime
> > changes were needed. Each report had a unique name so that was the name
> > of
> > the Excel Attachment.
> >
> > We created the two reports with parameters so when changes were needed to
> > the format there were only two reports that needed to be modified. But
> > now
> > that each region comes from the same report the Excel attachment name is
> > the
> > same for all reports.
> >
> > They simply want to setup the subscription to email each region with an
> > attachment name descriptive of the report. i.e. Sales Region -
> > Southwest.xls
> > These reports use dynamic dates so the report is always based on the
> > previous complete month. It would be even better if the email attachment
> > would have the name "Sales Region - Southwest - 1204.xls" adding the month
> > year to the attachment name.
> >
> > Do you have any idea how we could accomplish this? Would it even be
> > possible to set the email Excel attachment name if we create a custom
> > application? Is attachment name something that is exposed with the
> > Reporting
> > Services API?
> >
> > Thanks.
> >
> >
> > "Daniel Reib [MSFT]" wrote:
> >
> >> Maybe I am a little confused here. Do you have 77 subscriptions? How
> >> are
> >> you generating each file?
> >>
> >> --
> >> -Daniel
> >> This posting is provided "AS IS" with no warranties, and confers no
> >> rights.
> >>
> >>
> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> news:B5F42661-0335-4D38-85D1-DCCD47882BC0@.microsoft.com...
> >> > Hello Daniel, That is exactly it. They have the standard version of
> >> > RS.
> >> >
> >> > Do we have any options using either Email or Fileshare to get a Excel
> >> > filename other than the default report name? i.e. Instead of all 77
> >> > email
> >> > having the same attachment filename "Sales Region.xls" it could be even
> >> > the a
> >> > combination of the report name and report parameter "@.SALESREGION"
> >> > resulting
> >> > in "Sales Region - North East.xls".
> >> >
> >> > Thanks.
> >> >
> >> > "Daniel Reib [MSFT]" wrote:
> >> >
> >> >> Data driven subscriptions are not supported in the standard edition of
> >> >> RS.
> >> >> Is it possible that he has that?
> >> >>
> >> >> --
> >> >> -Daniel
> >> >> This posting is provided "AS IS" with no warranties, and confers no
> >> >> rights.
> >> >>
> >> >>
> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> >> news:956BB75C-B82C-46E6-AA5E-91AEDDD7B0CB@.microsoft.com...
> >> >> > Thanks for your assistance Daniel. So there is no way to override
> >> >> > the
> >> >> > "report name" as the attachment name in a standard scheduled report
> >> >> > regardless of the render type.
> >> >> >
> >> >> > Outside of the fact that you should be able to select the attachment
> >> >> > name
> >> >> > in
> >> >> > the report manager just like you do the subject when scheduling a
> >> >> > report.
> >> >> > i.e. "@.ReportName was executed at @.ExecutionTime"
> >> >> >
> >> >> > The sales manager at our client location refuses to open each Excel
> >> >> > spreadsheet attachement in his email to find the sales region and
> >> >> > then
> >> >> > select
> >> >> > "Save As" with this name for each of their 77 sales regions every
> >> >> > month.
> >> >> >
> >> >> > I can't blame them. This is supposed to be automated.
> >> >> >
> >> >> > Do you have any suggestions to make this work as an automated
> >> >> > solution?
> >> >> >
> >> >> > If this has to be done via Data Driven Subscriptions, do you have
> >> >> > any
> >> >> > information about why a report that has stored credential would not
> >> >> > have
> >> >> > the
> >> >> > option of data driven subscription? If that works, could you please
> >> >> > give
> >> >> > me
> >> >> > an example to use for giving these managers their reports with
> >> >> > Region/Month
> >> >> > filenames?
> >> >> >
> >> >> > I have been using RS since the first public beta. It is an amazing
> >> >> > product.
> >> >> > We are just struggling with a few of these detail issues.
> >> >> >
> >> >> > Thank you so much for your time.
> >> >> >
> >> >> >
> >> >> > "Daniel Reib [MSFT]" wrote:
> >> >> >
> >> >> >> When a regular subscription is created the name of the file must be
> >> >> >> passed
> >> >> >> in. The Fileshare extension provides no means for which to add
> >> >> >> information
> >> >> >> dynamically to the name of the generated file. If you used a data
> >> >> >> driven
> >> >> >> subscription you could create the name in the SQL query and have
> >> >> >> that
> >> >> >> passed
> >> >> >> in as the file name. If the query is smart enough it could
> >> >> >> generate
> >> >> >> the
> >> >> >> filename with the desired parameter embedded. However, you said DD
> >> >> >> subscriptions were not an option, and the Fileshare extension does
> >> >> >> not
> >> >> >> have
> >> >> >> the ability to do this.
> >> >> >>
> >> >> >> --
> >> >> >> -Daniel
> >> >> >> This posting is provided "AS IS" with no warranties, and confers no
> >> >> >> rights.
> >> >> >>
> >> >> >>
> >> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> >> >> news:AB59B9E4-9395-4D37-BD0A-43C02CCFAD1B@.microsoft.com...
> >> >> >> > These reports are scheduled to be delivered as Excel attachments.
> >> >> >> > Please
> >> >> >> > elaborate on your response to this.
> >> >> >> >
> >> >> >> >
> >> >> >> > "Daniel Reib [MSFT]" wrote:
> >> >> >> >
> >> >> >> >> Without using Data Driven subscription, the fileshare delivery
> >> >> >> >> extension
> >> >> >> >> does not have any means to accomplish this.
> >> >> >> >>
> >> >> >> >> --
> >> >> >> >> -Daniel
> >> >> >> >> This posting is provided "AS IS" with no warranties, and confers
> >> >> >> >> no
> >> >> >> >> rights.
> >> >> >> >>
> >> >> >> >>
> >> >> >> >> "IST" <IST@.discussions.microsoft.com> wrote in message
> >> >> >> >> news:5A358241-7057-4E4C-B5B3-F7E5C32D3A2C@.microsoft.com...
> >> >> >> >> > We created a sales history report for a client that has one
> >> >> >> >> > prompt,
> >> >> >> >> > Sales
> >> >> >> >> > Region, and when they schedule the report all the filenames of
> >> >> >> >> > the
> >> >> >> >> > Excel
> >> >> >> >> > attachments are the same. They are all the report name.
> >> >> >> >> >
> >> >> >> >> > They would like each file to have a name like
> >> >> >> >> > "SalesRegion-SelectedRegion.xls". And possibly the dynamic
> >> >> >> >> > month
> >> >> >> >> > generated
> >> >> >> >> > in the report from a user defined function.
> >> >> >> >> >
> >> >> >> >> > Is there anyway to include the prompted Sales Region in the
> >> >> >> >> > filename?
> >> >> >> >> >
> >> >> >> >> > On a related issue I have noticed people discussing doing Data
> >> >> >> >> > Driven
> >> >> >> >> > subscriptions, but even though the report data source
> >> >> >> >> > credentials
> >> >> >> >> > are
> >> >> >> >> > saved
> >> >> >> >> > in the report server it is not an option for them.
> >> >> >> >> >
> >> >> >> >> > Any help would be greatly appreciated.
> >> >> >> >>
> >> >> >> >>
> >> >> >> >>
> >> >> >>
> >> >> >>
> >> >> >>
> >> >>
> >> >>
> >> >>
> >>
> >>
> >>
>
>
Sunday, March 11, 2012
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