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Customer experience | Sales, Customer Insights,...
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Scheduling SSRS report for a specific time using CRM 2013

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Posted on by Microsoft Employee

Hello, 

I am using CRM 2013 on premise version. I had  requirement to create  SSRS report and download automatically everyday in the morning at 7:00 am. Is it possible with CRM 2013 on premise?  

Please, suggested me the best way to do.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Scheduling SSRS report for a specific time using CRM 2013

    Thank you Sharma, it helped me.

    I have scheduled and it says snapshot. Where can i see the snapshot location?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Scheduling SSRS report for a specific time using CRM 2013

    I believe you can develop a .net application that will call Reporting Services endpoint - docs.microsoft.com/.../reportexecution2005.reportexecutionservice.render and store it somewhere locally or on the network. To schedule that application you can use following approach - www.computerhope.com/.../tasksced.htm

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Scheduling SSRS report for a specific time using CRM 2013

    Thanks Andrew for question, i did not think.

    We are using power backup like generator, and their is no way of power off. In case, if the Laptop is turned off, it will generate for next schedule.

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Scheduling SSRS report for a specific time using CRM 2013

    Just re-think your requirement - what should happen if your laptop is turned off?

  • Suggested answer
    DhananjaySharma Profile Picture
    DhananjaySharma 65 on at
    RE: Scheduling SSRS report for a specific time using CRM 2013

    Hello,

    You can refer the below URL. may be this will help you.

    us.hitachi-solutions.com/.../

    Thanks,

    Dhananjay Sharma

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Scheduling SSRS report for a specific time using CRM 2013

    My requirement is to schedule report to download everyday at given time.

    Example. Everyday at 7:00 am, it should download on my local machine.

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Scheduling SSRS report for a specific time using CRM 2013

    Hello,

    What do you mean with "download automatically"?

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