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:
(For security reasons some of the data populated in the fields has been erased)
(For security reasons the full machine name has been erased)
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:
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.
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