http://www.rsmusconsultingpros.com/how-to-integrate-management-reporter-reports-into-a-sharepoint-library/
This article
describes how to integrate Management Reporter reports into a SharePoint
library.
Publishing your
Management Reporter 2012 reports to SharePoint is fairly straightforward to
configure.
When you generate a
report to your MR report library, you can also generate a link to a SharePoint
site or another network location. The related report link can open the report
in one of the supported report output types. (XPS, Excel, XBRL). Note that a lot of our clients ask for PDF
reports and honestly, you will be losing the rich drill down capability that
XPS or Excel supports. MS Word and PDF
file types can also be added using MR2012 CU8. As of this writing, CU10 was
made available Sept 2014
Each report library
location can create multiple related report links. Security settings for the
report library folder are applied when the related report link is opened.
NOTE: If you are using a computer that has Windows
Server® 2008 or Windows Server 2008 R2, you must have the Desktop Experience
feature turned on in order to post a report to a SharePoint site. Open Server
Manager, click Features, click Add Features, and then select Desktop
Experience. This may require a restart.
IE 10 is also a requirement.
SharePoint
Configuration
On the Management
Reporter server, go to Services and verify the name of the account that is
running the Management Reporter 2012 Process Service.
On the SharePoint
site, go to the document library that
you want to publish reports into and add
permissions for that Service Account with Contribute permissions.
Go to Library
Settings > Advanced Settings > and check Allow Management of Content
Types.
Go to Library
Settings >Content Types > and add Link To Document as an available
Content Type.
Management
Reporter Configuration
- In Report Designer, open the report to generate. Click the Output and Distribution tab.
- In the Output name field, enter a name for the report after it is generated. This name does not have to be the same as the report definition name.
- To view the report after it is generated, select the View report when generated check box.
- Select Generate to multiple report library locations.
- Click in the Report Library Location pane, and then enter the destination for the generated report. At least one report library location must be selected in order to generate a related report link.
- Double-click in the Related Report Link Location pane, and then type an address to a network location or a SharePoint site. You can also click Browse to browse to a destination folder, and then click OK to add the location to the report definition. These address paths can also be copied into or from other report definitions.
- Select the options to include in the report under the appropriate output heading
The
following table describes options that are available for all report output
types.
- If you want this report to be automatically published to SharePoint, You can setup a report schedule in Report scheduler
Viewing
reports in SharePoint
This is how users in
SharePoint will see the Reports:
When you click any
report, you can have the option of viewing it in Excel, Report viewer or XPS
document. You can also set a default view so that next time it won't ask for a
choice.
In MR version 2013 the reports will open
automatically in the Web Viewer from SharePoint links, Please assure a minimum
that IE10 is being used.
To not open automatically in WebViewer and
have the user choose, in Management
Reporter Report Designer if you go to Tools --> Options you can choose the
check box to use the native MR Report Viewer. If they don't have the MR Client installed on
the local workstation then the web would be the only option. If using version 2.1.1.1030.2
without RU6, this option is not available.
