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Creating Reports in SSRS, SSIS, and SQL

After creating many reports, I have decided to document some of the best practices I have learned. These are designed to better the performance, credibility, auditability, and breadth of reports.

  • Understand The Reader
  • In order for a report to be an effective tool, it is important to understand who will be reading it. Key things to understand are how often they will read it, over what medium (print, blackberry, email), and if it will be distributed to a larger audience.
  • Use Case
  • If the report is merely informational, this can be ignored. However, if readers are supposed to take actions based off of the results, determining what the actions for each scenario should be will help you better shape it.
  • SQL Server Integration Services
  • For complex reports requiring multiple data elements and aggregations, I strongly recommend using SSIS. It will help you organize, debug, and control the work flow of your report. It also allows you to easily script pieces along the way.
  • SQL Server Reporting Services
  • This utility is very useful to for managing reports and setting up distribution lists. Please use data-driven subscriptions and check to make sure that the report has been updated before sending.

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