Welcome to the exciting realm of crafting individualized reports using SCCM Report Builder. Whether you’re a novice or someone with specific skills, this article will guide you step by step in creating unique reports tailored to your organization’s distinct requirements.
Prerequisites: Setting up SQL Server Reporting Service
Before leveraging the Reporting Feature in Configuration Manager, ensure the presence of SQL Server Reporting Services. Detailed instructions on installation can be found in the comprehensive guide for setting up SQL Server Reporting Services.
Configuring Reporting Services Point
Install and configure the Reporting Services Point role on your designated site system server. A thorough guide on this process can be found in the documentation on installing Reporting Service Point.
Information Gathering and Planning
Prior to diving into the world of reporting, gather pertinent information such as hardware specifications, supported SQL versions, necessary accounts and permissions, security roles, and Report Builder registry settings. A meticulous planning phase sets the foundation for seamless reporting.
Installing Report Builder
Report Builder, a standalone application, can be installed either through a web portal or the Microsoft Endpoint Configuration Manager. Detailed installation instructions are available via the provided link.
Creating SCCM Custom Report: Using Report Builder
Initiate the report creation process by launching Report Builder from the Reporting Service Web portal. Upon the initial use, follow the prompts to install Report Builder. An alternative installation method involves downloading it from the provided link.
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Creating a Report in Configuration Manager Console
Navigate to Monitoring >> Reporting >> Reports within your Configuration Manager Console. Initiate the creation of a new report, guided by the Create Report wizard. Specify relevant information and designate a location for the report within the console.
Utilizing Report Builder: Creating a Dataset for Your SQL Query
Commence the customization journey by creating a dataset for your SQL query. Right-click on Dataset, choose ‘Add dataset,’ and populate the necessary information. Copy and paste your SQL query, select the appropriate data source, and verify the smooth execution of the report.
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Designing the Report with Table and Matrix Wizard
Harness the power of the Table and Matrix Wizard to organize fields and tailor your report. Drag and drop views, adjust sizes, and fine-tune visual elements such as colors and fonts. Confirm the correct addition of your dataset.
Advanced Tips for Report Enhancement: Inserting Custom Text Boxes
Enhance the report’s narrative by incorporating custom text boxes. These text boxes provide the flexibility to add additional context, insights, or explanations to specific sections of your report. Right-click on the report builder page, choose ‘Insert,’ and then ‘Text Box’ to get started.
Logo Integration for Branding
Add a professional touch to your SCCM custom report by integrating your company’s logo. Insert a logo by right-clicking on the report builder page, selecting ‘Insert,’ and then ‘Image.’ This feature not only adds visual appeal but also reinforces brand identity.
Styling Titles, Headers, and Footers
Fine-tune the aesthetics of your report by adjusting titles, headers, and footers. Right-click on the respective section, choose ‘Edit,’ and explore formatting options. This step allows for a polished and cohesive look throughout the entire report.
Checking Report Functionality
Before finalizing your SCCM custom report, run it to ensure its functionality. Click on ‘Run’ at the top left corner of the report builder interface to preview the report. This step helps identify any potential issues and ensures a seamless presentation.
Conclusion
Exploring the capabilities of SCCM Report Builder opens up a world of possibilities. Our article serves as a starting point, with upcoming sections promising a deeper dive into advanced customization options.
Explore pivots, pie charts, graphs, and gather valuable tips for an enriched reporting experience with SCCM Report Builder. Stay tuned for an in-depth exploration of its extensive capabilities.