Tuesday, June 8, 2010

How to Create Reports in SharePoint from SharePoint Lists.

This blog explains how to integrate SQL Reporting Services with SharePoint.
The PreBuild Microsoft's Reporting Services WebPart is used to be configured to display SQL Reports which is to be fetch data from SQL Reporting Services.
It’s necessary to create reports in SharePoint Web Applicatons for Dashboards or printing information. So I have posted this blog to show step by step process to create Reports in SharePoint.

Architecture of SSRS Implementation on SharePoint

  1. Configure Report Server.
  2. Start Reporting Server
  3. Create Visual Studio Project
  4. Create DataSource
  5. Create Report
  6. Get List GUID
  7. Deploy Reports
  8. Install Reporting WebPart
  9. Connect WebParts
1. Configure Report Server.

Go To: Start > All Programes > Microsoft SQL Server 2005 > Configuration Tools > Reporting Services Configuration
Check All OK. Remember
1. Report Server Virtual Directory Settings (ReportServer$MSSQL)
2. Report ManagerVirtual Directory Settings (Reports$MSSQL)

2.Start Reporting Server

1.Open IIS.
2. Do following..

3. Start "Default Web Site".
4. Browse “ Reports$MSSQL”  to check Report Server is running…

3.Create New Visual Studio Project

1. Create New Project

4. Create DataSource

1. Right Click on "Shared Data Sources" folder and select  "Add New Data Source" [Popup will open]

2. Rename Shared Data Source Name to "SharePointWebServiceDataSource".
3. Select Type as "XML".
4. Put Connection String as "  http://ABCD1234:1000/_vti_bin/lists.asmx  "
5. If you have Credentials then provide in Credentials Tab.
6.Click on "OK"  if all complete.
5. To Know more about SharePoint Web Services - Click Here.

5. Get List GUID

1. You need a SharePoint List GUID for creating Reports.So following is a process to get List GUID.
2. You need to download " Stramit SharePoint Caml Viewer " from CodePlex Created by Renaud Comte (MVP).
3. Enter url as " http://ABCD1234:1000 " or  " http://ABCD1234:1000/SubSiteName ".
4. Enter Login Name and Password .
5. And Click on " >>Go<< " Button. Web Application Lists will be populated in List name select box.
6. Select required list.(eg: EmployeesInformation).
7. Copy List GUID.

6. Create  Reports

1. Right Click on "Reports" folder and select  "Add New Report" [Report wizard will open]

2.Select Shared Data Source Name as "SharePointWebServiceDataSource" and click on Next Button.

3. Insert Query String as Follows and Click on Next Button.
To know more about Query string Click Here.
<Method Namespace="http://schemas.microsoft.com/sharepoint/soap/" Name="GetListItems">
<Parameter Name="listName">

  * Red Text indicated List GUID.
4. Select report type as Tabular and click on Next Button.
5. Design Report as per requirements or you can modify it later.and click on Next Button.

6. Finally select Report Style and Rename Report with meaningful name. and click in Finish Button.

7. Deploy Reports

1. Go to Project Properties >>>
2. Give TargetDataSourceFolder as "  SharePoint Data Sources ".
3. Give TargetReportFolder as " SharePoint Reports ".
4. Give TargetServerURL as " http://localhost/ReportServer$MSSQL ".
5. And Click on OK Button.
6. Right click on Project  and click on " Deploy ".
7. Reports and Data Sources are automatically copied on Report Server.
8. Install Reporting WebPart on SharePoint Web Application

1. Download RSWebParts.cab.
2. Execute the following commands in shell to install RSWebPart  to SharePoint sites.
    stsadm.exe -o addwppack -force -filename "C:\SharePoint\RSWebParts.cab"
3. In the Add Web Parts Tool Pane, The Web Parts appear in the Web Part List as Report Viewer. Drag and drop Web Part onto the page in the desired locations.
4. On the Report Viewer Web Part menu, click Modify Shared Web Part.
5. In the Report Viewer Tool Pane, in the Configuration section, enter your Report Manager URL. This value is set to "  http://localhost/Reports$MSSQL " by default.
6. Set Rport Path As " /SharePoint Reports/AllEmpInformation "  and click on ok.

9. Connect WebParts

To be Continue...........


  1. Hi amit if i want to display report from two or more lists then this procedure is invalid please tell me proper solution in this case becose i am new in ssrs.
    Thanks in advance

  2. Hi Rohit,
    That’s very good and frequent question. As per my knowledge you cannot display reports from two or more lists using this method.
    But you can do the same by writing Custom Web service to read data, and you can write there logic of collecting data from multiple lists.

  3. Hi Amit,

    Actually my Environment is,
    1) Database Serve(SQL Server 2008 )
    2) Report Server
    3) Application Server(SharePoint Site hosted)
    I am using SharePoint integration mode.
    I created reports in Reports Server using Database server IP .On BIDS reports is working fine but,I deploy in reports Server they are not working (they give some permissions granted error)

  4. Hi,

    May be you will find solution here..
    1. http://msdn.microsoft.com/en-us/library/ms159704.aspx#SharePointWSSServices
    2. http://msdn.microsoft.com/en-us/library/ee384252(v=sql.100).aspx