I have a report, that, for a selected customer and date range, displays total revenue and units sold by category in one table and monthly revenue and units sold for only one of the categories in another. It is executed by customer account managers from Report Manager using Windows authentication and typically rendered in excel.
Corporate accounting has asked that reports for each of about a dozen specific customers be emailed to the accounting department at the end of each quarter, retaining two years of history.
I am new to setting up subscriptions, so please bear with me.
I had thought to create a linked report on each customer and arrange to create quarterly snapshots which would be added to history and emailed to accounting.
I know that unattended snapshot generation requires a data source with stored credentials. And that linked reports must use the data source defined for their respective base reports. What are the down-sides to redefining the base report data source to use the stored credentials required for the snapshots?
Is there some other technique I might use? For example, might it be possible to use data-driven subscriptions on the base reports to separate reports by parameter(i.e., customer) rather than by recipient? If I do that, can I store the snapshot history somewhere other than under the base report?
Sadly, creating a different report to satisfy corporate accounting's needs is not in the cards anytime soon.
Any and all ideas gratefully accepted...
Corporate accounting has asked that reports for each of about a dozen specific customers be emailed to the accounting department at the end of each quarter, retaining two years of history.
I am new to setting up subscriptions, so please bear with me.
I had thought to create a linked report on each customer and arrange to create quarterly snapshots which would be added to history and emailed to accounting.
I know that unattended snapshot generation requires a data source with stored credentials. And that linked reports must use the data source defined for their respective base reports. What are the down-sides to redefining the base report data source to use the stored credentials required for the snapshots?
Is there some other technique I might use? For example, might it be possible to use data-driven subscriptions on the base reports to separate reports by parameter(i.e., customer) rather than by recipient? If I do that, can I store the snapshot history somewhere other than under the base report?
Sadly, creating a different report to satisfy corporate accounting's needs is not in the cards anytime soon.
Any and all ideas gratefully accepted...