How to Deploy and Load Reports

Reports may need to be deployed and loaded after installing CRM for the first time, refreshing an environment, or as a troubleshooting step for reports that will not run or have error messages.
There are several environmental components needed in order for reporting to function correctly with Blackbaud CRM. The document below will outline the steps for setting up a testing environment for CRM. Part of the environmental setup and CRM installation process is to setup SQL Server in order to use Reporting services which is outlined in this document, additionally the list below further outlines this process:

In order for reports to work correctly with Blackbaud CRM, SQL Server Reporting Services has to be configured correctly, the reports have to be deployed to the CRM and the SSRS instance that the CRM environment will use, and finally the reports have to be loaded. The following steps outline this process:

1. Install the SQL Server Reporting Services, SQL Server Analysis Services and SQL Server Integration Services features with your SQL Server instance installation. See the following Microsoft article that goes through the SQL Server installation process:

2. Configure SQL Server Reporting Services. See Step #4 in this document:

NOTE: After configuring SQL Server Reporting Services, make sure that the Report Web Service URL is accessible from the CRM web server. If it is not, and there is an error loading the URL due to a certificate or other error this will need to be resolved first before continuing to deploy reports.

3. Run the Blackbaud Report Configuration tool located in the installation directory for the instance of CRM that needs reports deployed being sure to right-click and run as administrator:

a. On the Selection Configuration Options page check the checkboxes to Create Data Source and Configure Report Root Folders. This will create the folder structure within SQL Server Reporting Services:

b. On the next screen enter in the URL for the Reporting Services web server as described in Step #4 of the document below and enter in the SQL Server instance name for the for SQL Server instance where the CRM database is located. In the Database drop down, select the CRM database which should automatically populate. Lastly, in the Report Folder Name field type in a name that you would like to use for the reports folder for this CRM environment:

(For security reasons some of the data populated in the fields has been erased)
c. On the third screen you can choose to use either the Default AppFx Report User account or a specific account that Reporting Services uses to connect to the CRM database. The Machine name will be the name of the server where SQL Server Reporting Services is installed:

(For security reasons the full machine name has been erased)
d. On the next screen, choose the account to use that will be used by this deployment tool itself to deploy reports to SQL Server Reporting Services:

e. On the following screen click Next to complete the actions listed:

You will see the list above flash with each item marked Completed, if there are errors here, the errors will need to be troubleshot in order to continue. If this section completes successfully the following screen will appear. Click Finish here:

NOTE: Ideally, the Name and Path will be the same name that you typed in step b above. There can be issues here if the database is a copy of another environment, in which case you may need to click on the small folder icon to the left of the red X in this window and change the name to match what you typed in step 3b:

The view when you click on the Folder icon shown in the screenshot directly above in the right corner:

After clicking Finish, you should see this window appear. Click Ok:

Click Close here and now reports have been deployed:

4. Now that the reports have been deployed, they can be loaded. To do that, Log into CRM and go to Administration\Application\Catalog Browser

a. Click on Load all reports in the upper left hand corner
b. In the window that appears uncheck the box that says Only load reports that have never been loaded
c. Click the Start button

In the status log area the status of loading each report can be viewed. Look for any errors that are occurring, these will need to be resolved in order for reports to function correctly. If the reports are loading correctly, you will see each one say loading with no corresponding errors:

If the reports finished deploying correctly, you will then see the last line that says Finished. Click Close here:

Now, test running reports to make sure they run without errors as well.

Note: We provide links to third-party websites in an effort to help you resolve your issue. We are not responsible for the information on third-party websites, and we cannot assist in implementing the solutions on these websites.



 Blackbaud CRM

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