Workflow for using a Template

If you have installed Service Pack 2 for SQL Server 2008 R2 or greater, you need to use a stand-alone Report Builder 3.0.

For more information, refer to How to Access Report Builder.

  1. Open Report Builder 3.0.
  2. Close the Getting Started page.
  3. In the upper left-hand corner of Report Builder, click the icon and click Open.
  4. Navigate to your Report Manager server. (http:// <IP address > /reportserver).
  5. On the Report Manager server, click Templates.
  6. Click the Template you would like to open.
  7. Save the report locally.
  8. Configure as required.
  9. Run the report in Report Builder to preview it.
  10. Upload the report to Report Manager.