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What's new in SQL Server Reporting Services (SSRS)

Learn about what's new in the different versions of SQL Server Reporting Services. This article covers the major feature areas and is updated as new items are released.

For information about Power BI Report Server, see What's new in Power BI Report Server?

SQL Server 2022 Reporting Services

This release introduces the new SQL Server 2022 (16.x) Reporting Services (SSRS). We continue to innovate, create, and design in a way that gives everyone the ability to achieve more. Designing for inclusivity reflects how people adapt to the world around them. In this new release of SSRS, we've done a lot of accessibility work to make sure we're empowering people to achieve more. The release includes enhanced Windows Narrator support for the new Windows OS (Operating Systems) and Windows Server, security enhancements, browser performance improvements with Angular, accessibility bug fixes, support for SQL Server 2022 (16.x) instances report server catalog and reliability updates.

Download SQL Server 2022 Reporting Services from the Microsoft Download Center.

Updated web portal

The web portal received a face lift.

Screenshot showing new updated [!INCLUDE [sssql22-md](../includes/sssql22-md.md)] Reporting Services web portal.

Deprecated features

In 2020, we announced the upcoming deprecation of Report Server features Pin to Power BI, Mobile Reports, and Mobile Report Publisher . These features will be removed from versions of SQL Server starting with SQL Server 2022 (16.x) and will no longer be supported. Only the last three releases, SQL Server 2016, SQL Server 2017, and SQL Server 2019, will be supported in maintenance mode until EOL (End of Life) for existing customers.

When we mark a feature as deprecated, it means:

SQL Server 2019 Reporting Services

SQL Server 2019 Reporting Services is available for download from the Microsoft Download Center.

Azure SQL Managed Instance support

You can now host a database catalog used for SQL Server Reporting Services (SSRS) in an Azure SQL Managed Instance (MI) that's hosted either in a VM or in your data center. Support is limited to using database credentials for the connection to SQL MI.

Power BI Premium dataset support

You can connect to Power BI datasets using either Microsoft Report Builder or SQL Server Data Tools (SSDT). Then you can publish those reports to SSRS 2019 using SQL Server Analysis Services connectivity. Users need to use a stored Windows user name and password to enable the scenario.

AltText (alternative text) support for report elements

When authoring reports, you can use tooltips to specify text for each element on the report. Screen reader technology identifies these tooltips properly.

Azure Active Directory Application Proxy support

With Azure Active Directory Application Proxy, you no longer need to manage your own web application proxy in order to allow secure access via the web or mobile apps.

Custom headers

Sets header values for all URLs matching the specified regex pattern. Users can update the custom header value with valid XML to set header values for selected request URLs. Admins can add any number of headers in the XML. See Custom headers in the Server Properties Advanced Page article for details.

Transparent Database Encryption

SQL Server 2019 now supports Transparent Database Encryption for the SSRS catalog database for Enterprise and Standard editions.

Microsoft Report Builder update

The newly released version of Report Builder is fully compatible with the 2016, 2017, and 2019 versions of Reporting Services. It's also compatible with all released and supported versions of Power BI Report Server.

SQL Server 2017 Reporting Services

To download SQL Server 2017 Reporting Services, go to the Microsoft Download Center .

Comments on reports

Comments are now available for reports, to add perspective, and collaborate with others. You can also include attachments with comments.

Comments within a report server

For more information, see Add comments to a report in a report server .

REST API support

To enable development of modern applications and customization, SQL Server Reporting Services now supports a fully OpenAPI compliant RESTful API. The full API specification and documentation can now be found on SwaggerHub .

Query designer support for DAX now in Report Builder and SQL Server Data Tools

In Report Builder and SQL Server Data Tools, you can now create native DAX queries against supported SQL Server Analysis Services tabular data models. You can use the query designer in both tools to drag and drop the fields you want. The DAX query is then generated for you.

Read more on the Reporting Services blog .

You can only use the query designer for DAX with SSAS tabular data sources built in SQL Server 2016+.

Reporting Services web portal

A new Reporting Services web portal is available. The updated web portal includes

Mobile Reports

The web portal replaces Report Manager from previous releases.

To create Mobile Reports, you need the Mobile Report Publisher.

SQL Server Mobile Report Publisher is deprecated for all releases of SQL Server Reporting Services after SQL Server Reporting Services 2019. It is discontinued starting in SQL Server Reporting Services 2022 and Power BI Report Server.

For more information about the web portal, see Web portal (SSRS Native Mode) .

Screenshot showing the SQL Server Reporting Services portal.

Custom branding for the web portal

You can customize the web portal with your organization's logo and colors by using a branding pack.

For more information about custom branding, see Branding the web portal

Key performance indicators (KPI) in the web portal

You create KPIs directly in the web portal that are contextual to the current folder. When creating KPIs, you can choose dataset fields, and summarize their values. You can also select related content to drill-through to expose more details.

Screenshot showing KPIS in the SQL Server Reporting Services portal.

For more information, see Working with KPIs in the web portal

Reporting Services mobile reports are dedicated reports optimized for a wide variety of form factors and provide an optimal experience for users accessing reports on mobile devices. Mobile reports feature an assortment of visualizations, from time, category, and comparison charts, to tree maps and custom maps. Connect your mobile reports to a range of data sources, including on-premises SQL Server Analysis Services multidimensional and tabular data. You can place fields for mobile reports on a design surface with adjusting grid rows and columns. The flexible mobile report elements automatically scale to fit any screen size. You save the mobile reports to a Reporting Service server, and can view and interact with them in a browser, or the Power BI mobile app. Devices supported include:

Mobile Report Publisher

The SQL Server Mobile Report Publisher allows you to create and publish SQL Server mobile reports to your Reporting Services web portal.

SS_MRP_LayoutTabSmall

For more information, see Create mobile reports with SQL Server Mobile Report Publisher .

SQL Server mobile reports hosted in Reporting Services available in Power BI Mobile app

The Power BI Mobile app for iOS on iPad and iPhone can now display SQL Server mobile reports hosted on your local report server.

SS_MRP_iPad_HomeSm

You can't connect by default without some configuration changes. For more information on how to allow the Power BI Mobile app to connect to your report server, see Enable a report server for Power BI Mobile access .

Support of SharePoint mode and SharePoint 2016

SQL Server 2016 (13.x) Reporting Services supports integration with SharePoint 2013 and SharePoint 2016.

For more information, see:

Supported Combinations of SharePoint and Reporting Services Server and Add-in (SQL Server 2016)

Where to find the Reporting Services add-in for SharePoint Products

Install Reporting Services SharePoint Mode

Microsoft .NET Framework 4 Support

SQL Server 2016 Reporting Services or later (SSRS) supports the current versions of Microsoft .NET Framework 4, including version 4.0 and 4.5.1. If a 4.x version of .NET Framework isn't already installed, SQL Server setup installs .NET 4.0 during the feature installation step.

Report improvements

HTML 5 Rendering Engine: A new HTML5 rendering engine that targets modern web "full" standards mode and modern browsers. The new rendering engine no longer relies on quirks mode used by a few older browsers.

For more information on browser support, see Browser Support for Reporting Services .

Modern paginated reports: Design beautifully modern paginated reports with new, modern styles for charts, gauges, maps, and other data visualizations.

ssrs_treemap_icon

Report embedding: You can now embed mobile and paginated reports in other web pages, and applications by using an IFrame, along with URL parameters.

Pin Report Items to a Power BI Dashboard: While viewing a report in the web portal, you can select report items and pin them to a Power BI dashboard. The items you can pin are charts, gauge panels, maps, and images. You can:

note

For more information, see Power BI Report Server Integration (Configuration Manager) and Pin Reporting Services items to Power BI Dashboards .

PowerPoint Rendering and Export: The Microsoft PowerPoint (PPTX) format is a new SQL Server 2016 Reporting Services or later (SSRS) rendering extension. You can export reports in the PPTX format from the usual applications; Report Builder, Report Designer (in SSDT), and the web portal. For the example, the following image shows the export menu from the web portal.

Screenshot showing the Export dropdown list with the PowerPoint option called out.

You can also select the PPTX format for subscription output and use Report Server URL access to render and export a report. For example, the following URL command in your browser exports a report from a named instance of the report server.

For more information, see Export a Report Using URL Access .

PDF Replaces ActiveX for Remote Printing: The report viewer toolbar now prints Via PDF instead of ActiveX controls. The new report viewer is supported by most modern browsers, including Microsoft Edge. No more ActiveX controls to download! Depending on the browser you use and the PDF viewing applications and services you've installed, Reporting Services either a print dialog box opens to print your report, or you're prompted to download a .PDF file. As an administrator, you can still disable client-side printing from Management Studio.

For more information, see Enable and Disable Client-Side Printing for Reporting Services .

Screenshot of the Print dialog box.

Subscription Improvements

Sql server data tools (ssdt).

The new release of SSDT includes the project templates for SQL Server 2016 Reporting Services or later (SSRS): Report Server Project Wizard and Report Server Project. For information about downloading SSDT, see SQL Server Data Tools for Visual Studio 2015 .

Report Builder improvements

New Report Builder User Interface: The core Report Builder user interface is now a modern look and feel with streamlined UI elements.

Custom Parameters Pane: You can now customize the parameters pane. Using the design surface in Report Builder, you can drag a parameter to a specific column and row in the parameters pane. You can add and remove columns to change the layout of the pane. For more information, see Customize the Parameters Pane in a Report (Report Builder) .

Parameter list in Report Data pane and in parameters pane

High DPI Support: Report Builder supports High DPI (Dots Per Inch) scaling and devices. For more information on High DPI, see the following:

Windows 8.1 DPI Scaling Enhancements

High DPI and Windows 8.1

What's New in Analysis Services Backward Compatibility Reporting Services Features supported by the Editions of SQL Server Upgrade and Migrate Reporting Services Reporting Services

More questions? Try asking the Reporting Services forum

Additional resources

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SQL Server 2022 is now generally available. Learn more

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Industry-leading performance and security with SQL Server 2019

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Introducing SQL Server 2022

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SQL Server End of Support

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What you'll love about sql server 2019.

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Break down data silos

Gain insights from all your data by querying across your entire data estate without moving or replicating the data.

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Choose your language and platform

Get the flexibility to use the language and platform of your choice with open source support. Run SQL Server on Linux containers with Kubernetes support or on Windows.

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Take advantage of breakthrough scalability and performance to improve the stability and response time of your database—without making app changes. Get high availability for mission-critical applications, data warehouses, and data lakes.

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Achieve your security and compliance goals using the database rated as least vulnerable over the last nine years. Stay a step ahead using built-in features for data classification, data protection, and monitoring and alerts  [ 1 ] .

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Make faster, better decisions

Turn data into answers using the enterprise reporting capabilities of SQL Server Reporting Services along with the included Power BI Report Server, which gives your users access to rich, interactive Power BI reports on any device.

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Learn how to modernize your on-premises databases with this free Packt e-book.

Azure SQL.

Azure SQL resource kit

Get the resources and information you need to start your SQL Server migration. Utilize your existing on-premises SQL Server skills and plan your successful deployment to Azure SQL with this resource kit.

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Take an in-depth look at Azure SQL Database and Azure SQL Managed Instance—and see how to use your existing SQL Server skills to get started with your on-premises migration.

The Essential Guide to Data in the Cloud

The Essential Guide to Data in the Cloud

Discover the cloud database technologies available in Azure.

SQL Server on Azure Virtual Machines datasheet.

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Learn about the manageability, security, and price-performance benefits of running SQL Server on Azure Virtual Machines.

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SQL Server 2019 technical white paper

Learn how to enhance the security, performance, and availability of your data workloads.

See how companies are using SQL Server 2019 to realize their potential

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Power BI Report Server is the on-premises solution for reporting today, with the flexibility to move to the cloud tomorrow. It's included with Power BI Premium so you have the ability to move to the cloud on your terms.

Publish Power BI reports on-premises

Report Server gives your users access to rich, interactive reports, and the enterprise reporting capabilities of SQL Server Reporting Services. Explore visual data and quickly discover patterns to make better, faster decisions. At the same time, generate pixel-perfect paginated reports your business needs. You also have the ability to confidently scale to thousands of users because Power BI Report Server is based on a proven, enterprise-grade platform.

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Apply governance on your own terms, with Power BI Report Server. Build your BI environment on-premises and distribute reports behind your organization’s firewall.

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Build on your on-premises reporting infrastructure, knowing it’s part of a comprehensive, cloud-ready solution. Use Power BI Report Server today—an investment that’s compatible with Power BI in the cloud.

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Author beautiful reports with Power BI Desktop. Visually explore data with a freeform drag-and-drop canvas and modern data visualizations.

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SSRS reports, exporting to EXCEL gives rrRenderingError error - The type initializer for 'MS.Utility.EventTrace' threw an exception

I'm running SQL Server 2016 and have local reporting services running. I can run my SSRS reports up fine and display them to screen. I can also export them to PDF or to CSV but if I try to export to Word, PP or EXCEL I get:

the same report works fine on other peoples machines in the office so I know it's not to do with the report itself. I've tried Has anyone else had this issue or know how I can shift it?

benb's user avatar

5 Answers 5

I just spent hours troubleshooting this in a fresh install of SSRS 2019 using an updated database from a prior version.

I'm using an execution account with low permissions and did not want to make it a full Local Admin permanently but I tried adding it, unsuccessfully.

I removed the account from unattended execution in Report Services Configuration Manager and suddenly was able to export to XLSX. I was not sure what the fallout would be for existing reports, so I was not satisfied with this solution either.

Elsewhere I saw a recommendation to use Process Monitor (procmon) to watch for registry key access denials, you can download it here procmon . It was difficult to search all of the output but you can filter by registry key access, then look for the RS executables or the result ACCESS DENIED.

In my case, it was HKU\%service account sid%\Software\Microsoft\Avalon.Graphics, and granting the execution account (not the account that runs the service) Read access to this key resolved the issue.

Fredric Shope's user avatar

I got the same issue. Check in the URL (once you click on excel) whether the format is EXCELOPENXML . If yes change it to EXCEL .

Then it will download and work correctly.

You can enable it to 'EXCEL' by default by changing the 'rsserverconfig' file under reporting services. It will download in 'xls' format not 'xlsx'

NOTE: This solution is a common workaround when rendering extensions fail to work due to your deployment configuration or environment.

RSServerConfig C:\Program Files\Microsoft SQL Server Reporting Services\SSRS\ReportServer\rsreportserver.config

Look for the Render section, enable or disable the export formats that you want your users to have access to. see Rendering Extensions Overview on SQLDocs for more information on individual extensions.

Chris Schaller's user avatar

I had the same issue in SSRS2016 on a clean install of Windows Server 2016 & SQL 2016 with SSRS with all SP's & CU's and windows updated applied.

To confirm my fix, the execution account was not a member of the local administrators group on the SSRS server, once added and stop/start of SSRS, I am now able to export to Excel & Word, not the most secure way of getting it working but better than enabling the depreciated Excel 2003.

Chris Neeves's user avatar

I had the same issue in SSRS 2019, and the fix was quite easy.

In Report Server Configuration Manager > Service Account, I had it set to "Use built-in account" = "Virtual Service Account".

I changed to "User another account", and selected a local users who is part of the Administrators group.

NOTE : This is NOT the Execution Account. This is for the Service Account.

Pavel's user avatar

You could be getting this error in Excel because the maximum number of rows that can be put in an excel sheet is 65536. If your data has more rows than that it will throw that error.

speedinfusion's user avatar

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SSRS Install, Setup and Configuration

By: Joe Gavin   |   Updated: 2020-12-01   |   Comments (6)   |   Related: > Reporting Services Installation

SQL Server Reporting Services (SSRS) is another one of the major components of the Microsoft Business Intelligence (MSBI) stack. It's used to generate interactive and automated reports.

The SSRS installation used to be part of the SQL Server installer up through SQL Server 2016. As of SQL Server 2017, the installation has been moved to its own separate downloadable installer. It is still not overly complicated, but it is helpful to know where to get the installer and what to expect before you go through the installation process. This tip will show you how to obtain the installer and walk through the various screens and options that are part of the installation process for SSRS.

We'll walk through each of the steps of a new installation of SSRS 2019 on Windows Server 2019. 

SSRS Minimum Hardware and Software Requirements

You'll likely have a lot more disk and memory than this, but the bare minimum hardware and software required to install SQL Server 2019 are:

And to install SSRS, you will need an already installed SQL Server.

SSRS 2019 Install

Obtain and run the ssrs installer.

Download the installer from the Microsoft Download Center here: Microsoft SQL Server 2019 Reporting Services .

Run the SQLServerReportingServices.exe executable when the download is complete, and the first screen will open.

SSRS Install Screen 1

Product Key

Product key id required for a paid edition.

SSRS Install Screen 2

License Terms

You will need to agree to the license terms.

SSRS Install Screen 3

Database Server

You will be reminded an installed SQL Server is required to configure the SSRS server and are presented with one option to install Reporting Services.

SSRS Install Screen 4

Install location

This is where you will need to change the SSRS installation directory from the default on the C:\ drive.

SSRS Install Screen 5

Configure Server

At this point Reporting Services is installed and it's time to do some basic configuration to it before we can do anything.

SSRS Install Screen 6

Configuration Manager

Reporting Services Configuration Manager program opens, and we will see the machine name and instance will automatically populate. The first step is to connect to the SSRS server.

SSRS Install Screen 7

Service Account

Best practice is to not use the default account to run any of the SQL Server services. This discussion is somewhat out of scope for this tip but Microsoft Docs has more information on configuring Windows service accounts for SQL Server here: Configure Windows Service Accounts and Permissions

SSRS Install Screen 8

Report Server Databases

The Report Server Database screen is where we create the databases ReportServer and ReportServerTempDB.

SSRS Install Screen 9

SSRS Databases

We are creating a fresh installation of SSRS, so we leave the 'Create a new report server database.' radio button selected. Note: You would just select the 'Choose an existing report server database' button to point Reporting Services to an existing set of databases.

SSRS Install Screen 10

Verify Connectivity to SQL Server

It's a good idea to verify that we can successfully connect to the SQL Server with our credentials here before attempting the database creations.

SSRS Install Screen 11

Continue if Test Connection was successful.

SSRS Install Screen 12

Create Databases

We can now verify our information is correct before proceeding with the database creations.

SSRS Install Screen 14

Verify Successful Completion

We want to see that each step was successful.

SSRS Install Screen 15

Create URLs

Now that we have our databases created it's time to create the SSRS web service. First, we create the Web Service URL.

SSRS Install Screen 16

Next, we create the Web Portal URL.

Then SSRS will restart.

SSRS Install Screen 17

Very URL Creation

Time to verify we can connect to both URLs.

SSRS Install Screen 18

We expect to see the default browser open to Report Server screen.

SSRS Install Screen 19

Now, we'll check the Web Portal URL.

SSRS Install Screen 20

We expect to see the default browser open to the Reporting Services Screen.

SSRS Install Screen 21

We now have a fully functional SSRS installation that is ready to deploy reports to. Following are some optional settings we can also configure.

If you will have automated report subscriptions going to email, you will need to configure the email settings.

Troubleshooting tip: If you experience any problems getting email working, Microsoft Docs has this very handy guide to troubleshooting SMTP issues using Telnet: Use Telnet to Test SMTP Communication on Exchange Servers . Even though it says Exchange, it's applicable to any SMTP server. It's a little awkward to use at first but a great way to very simply verify you can get through a firewall, and test sender address, etc.

SSRS Install Screen 22

If you are automating reports to go to a file on a file share you can enter the credentials in the Subscription Settings tab.

SSRS Install Screen 23

Close Configuration Manager

SSRS Install Screen 24

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Create a Project report

With Project, you can create and customize striking graphical reports of whatever project data you want, without having to rely on any other software. As you work on the project, the reports change to reflect the latest info — no manual updates required! See a list of all reports and how you can use them.

Click the Report tab.

In the View Reports group, click the type of report you want and then pick a specific report.

For example, to open the Project Overview report, click Report > Dashboards > Project Overview .

Dashboard menu on the Report tab.

The Project Overview report combines graphs and tables to show where each phase of the project stands, upcoming milestones, and tasks that are past their due dates.

Project Overview report

Project provides dozens of reports you can use right away, but you don’t have to let that limit your choices. You can customize the content and the look of any of the reports, or build a new one from scratch.

Work with your report

Change the data in a report, change how a report looks, make your own report, share a report, make a new report available for future projects, more ways to report project info.

You can choose the data that Project shows in any part of a report.

Click the table or chart you want to change.

Use the Field list pane on the right of the screen to pick fields to show and filter information.

Chart Elements button

In the Project Overview report, you could change the % Complete chart to show critical subtasks instead of top-level summary tasks:

Click anywhere in the % Complete chart.

In the Field List pane, go to the Filter box and pick Critical .

In the Outline Level box, pick Level 2 . For this example, this is the first level of the outline that has subtasks instead of summary tasks.

The chart changes as you make your selections.

Project Overview report with Chart Data pane open

With Project, you control the look of your reports, from no-nonsense black and white to explosions of colors and effects.

Tip:  You can make a report part of a split view so you can see the report change in real time as you work on project data. To learn more, see Split a view .

Click anywhere in the report and then click Report Tools Design to see the options for changing the look of the whole report. From this tab, you can change the font, color, or theme of the whole report. You can also add new images (including photos), shapes, charts, or tables here.

Report Tools Design tab

When you click individual elements (charts, tables, and so on) of a report, new tabs appear at the top of the screen with options for formatting that part.

Table Styles group on the Table Tools Design tab

Drawing Tools Format tab. Format shapes and text boxes .

Picture Tools Format tab. Add effects to pictures .

Table Tools Design and Table Tools Layout tabs. Configure and tweak tables, like you would in other Office programs .

Chart Tools Design and Chart Tools Format tabs. Configure and tweak charts.

Say you decide that the % Complete chart in the Project Overview report needs a facelift.

% Complete Chart on the Project Overview report

Click anywhere in the % Complete chart, and then click Chart Tools Design .

Pick a new style from the Chart Styles group. This style removes the lines and adds shadows to the columns.

Chart Styles group on the Chart Tools Design tab

Give the chart some depth. Click Chart Tools Design > Change Chart Type .

Change Chart Type button

Click Column > 3-D Stacked Column .

Change Chart Type dialog box

Add a background color. Click Chart Tools Format > Shape Fill , and pick a new color.

Shape Fill color options menu

Change the bar colors. Click the bars to select them, then click Chart Tools Format > Shape Fill , and pick a new color.

Move the numbers off the bars. Click the numbers to select them, and then drag them upward.

Just a few clicks make a big difference. And we only scratched the surface of the formatting options.

Formatted % Complete chart on the Project Overview report

Click Report > New Report .

Pick one of the four options, and then click Select .

Give your report a name and start adding information to it.

New Report menu on the Report tab

Blank     Creates a blank canvas. Use the Report Tools Design tab to add charts, tables, text, and images.

Chart     Project creates a chart comparing Actual Work, Remaining Work, and Work by default. Use the Field List pane to pick different fields to compare, and use the controls to change the color and format of the chart.

Table     Use the Field List pane to choose what fields to display in the table (Name, Start, Finish, and % Complete appear by default). The Outline level box lets you select how many levels in the project outline the table should show. You can change the look of the table on the Table Tools Design and Table Tools Layout tabs.

Comparison     Sets two charts side-by-side. The charts have the same data at first. Click one chart and pick the data you want in the Field List pane to begin differentiating them.

Any of the charts you create from scratch are fully customizable. You can add and delete elements and change the data to meet your needs.

Click anywhere in the report.

Click Report Tools Design > Copy Report .

Copy Report button on the Report Tools Design tab

Paste the report into any program that displays graphics.

Tip:  You might need to resize and line up the report when you paste it into its new home.

You can also print the report to share it the old-fashioned way.

Use the Organizer to copy a new report into the global template for use in future projects.

See a list of all reports and how you can use them.

Compare actual work against your estimates with burndown reports .

Create a timeline of key tasks and milestones.

Set the status date for project reporting.

Visual reports allow you to view Project information graphically using enhanced PivotTables in Excel 2010. Once Project information has been exported to Excel, you can customize the reports further with Excel 2010 enhanced PivotTable features, such as filter slicers, searching within PivotTables, sparklines within PivotTables to show trends instantly, and OLAP write-back improvements.

Available visual reports

The report templates in Project 2010 are divided into six categories in the Visual Reports - Create Report dialog box, which you can access by clicking Visual Reports in the Reports group of the Project tab. The following sections provide descriptions of the visual reports in each category.

You can also create your own custom reports. Custom reports will appear in the category for the type of data used.

Task Usage category

The following table describes the visual reports in the Task Usage category. These reports are based on timephased task data.

Note:  Timephased assignment data is available in reports in the Assignment Usage category.

Resource Usage category

The following table describes the visual reports in the Resource Usage category. These reports are based on the timephased resource data.

Assignment Usage category

The following table describes the visual reports in the Assignment Usage category. These reports are based on the timephased data, similar to the data found in the Task Usage and Resource Usage views.

Task, Resource, and Assignment Summary categories

The following table describes the visual reports in the Task Summary, Resource Summary, and Assignment Summary categories. Summary reports do not include timephased data.

Create a visual report by using a template

Reports group graphic

In the Visual Reports dialog box, on the All tab, click the report that you want to create.

If the report that you want to create is not listed, select the Include report templates from check box, and then click Modify to browse to the location that contains your report.

Tip:  If you know which category contains the report, you can click that category's tab to view a shorter list of reports. If you only want to list reports that open in either Excel or Visio, select or clear the Microsoft Excel or Microsoft Visio check box.

To change the level of usage data included in the report, select Years , Quarters , Months , Weeks , or Days from the Select level of usage data to include in the report list.

Note:  By default, Project sets the level of usage data to what it recommends for your project's size. For most projects, this will be weeks. If you choose to include data at a more detailed level, report performance may be decreased. For best performance, if you are viewing multiple reports for the same project at one time, refrain from changing the data level. If you change the data level, the temporary reporting database stored locally must be recreated. If you don't need to include usage data in your reports, set the data level to Years for best performance.

Click View to generate the report and open it in Excel or Visio.

Edit an existing visual report template

In the Visual Reports dialog box, on the All tab, click the report that you want to edit.

Tip:  If you know which category contains the report, you can click that category's tab to view a shorter list of reports. If you only want to list reports that open in either Excel or Visio, select or clear the Microsoft Excel or Microsoft Visio check boxes.

Click Edit Template .

On the Visual Reports - Field Picker dialog box, click the fields that you want to add or remove from the report, and then click Add , Remove , or Remove All to move fields between the Available Fields and Selected Fields boxes, or between the Available Custom Fields and Selected Custom Fields boxes.

Fields in the Selected Fields and Selected Custom Fields boxes are included in the report.

Click Edit Template to create the report with the modified list of fields.

On the Visual Reports - Field Picker dialog box, some fields are identified as dimensions. It is important to select fewer than six dimensions for your report. If you select more than six dimensions, report performance is significantly decreased.

Not all fields are available in all reports. Some fields are only available in Visio reports, but not in Excel reports.

If you are unable to locate the field you want to include on the Visual Reports - Field Picker dialog box, it may be stored in a different category of data. For example, many fields that you might think of as Task Summary fields are actually Assignment Summary fields.

Create a new visual report template

In the Visual Reports dialog box, click New Template .

In the Select Application section, click Excel to create an Excel template, or click Visio (Metric) to create a Visio template.

In the Select Data Type section, select the type of data that you want to use in the report.

To include timephased data, select Task Usage , Resource Usage , or Assignment Usage from the list in the Select Data Type section.

Click Field Picker .

On the Visual Reports - Field Picker dialog box, hold CTRL and click the default Project fields that you want to add to the report in the Available Fields box.

Click Add to move them to the Selected Fields box.

Hold CTRL and click the custom fields that you want to add to the report in the Available Custom Fields box.

Click Add to move them to the Selected Custom Fields box.

If you have the English version of Office Project 2007 installed, you have the option to create a Visio template that uses U.S. units.

To remove a field from the report, on the Visual Reports - Field Picker dialog box, click the field in the Selected Fields or Selected Custom Fields box, and then click Remove . To remove all default or custom fields from the report, click Remove All in the Select Fields or Select Custom Fields section.

Not all fields are available in all reports. Some fields are only available in Visio reports, and not in Excel reports.

When you have finished creating your visual report, you can choose to save it to the default template location (c:\Program Files\Microsoft Office\Templates) or to another location on your computer or your network. Templates saved in the default template location automatically appear on the Visual Reports - Create Report dialog box.

If you begin using a different language pack after saving a custom visual report template, the template remains available but is not populated. The original field names are not recognized in the new language and are not included in the report.

Export report data

You can select specific data to export within a category (OLAP cube), or you can export all project data as a reporting database.

Export data as an OLAP cube

In the Visual Reports dialog box, click Save Data .

In the Save Reporting Cube section, select the category that contains the type of data that you want to save.

Click Field Picker to modify the fields included in the list of data to export.

On the Visual Reports - Field Picker dialog box, click the fields that you want to add or remove from the list of data to export, and then click Add , Remove , or Remove All to move fields between the Available Fields and Selected Fields boxes, or between the Available Custom Fields and Selected Custom Fields boxes.

Fields in the Selected Fields and Selected Custom Fields boxes are included in the exported data.

Click OK on the Visual Reports - Field Picker dialog box, and then click Save Cube .

Browse to the location where you want to save the cube data, and then click Save .

Cube data is saved as a .cub file.

When accessing cube data with Visio, the .cub file cannot be stored on a network share.

Export data as a reporting database

Click Save Database .

Browse to the location where you want to save the database, and then click Save .

The data is saved as a Microsoft Office Access database (.mdb) file.

Project for the web offers two main options for reporting: Excel and Power BI Desktop. Excel reporting comes with Microsoft 365, while Power BI Desktop is licensed separately.

When managing a project in Project for the web, export your project to Excel allows you to:

Create reports and visuals

Send a file containing project details to external stakeholders

Archive copies of your project data for audit and compliance

Print copies of your project

Here's how to export your project:

Go to project.microsoft.com and open the project you want to export to Excel.

In the top right corner, select the three dots ( ... ), then select Export to Excel .

Screenshot of the menu in Project for the web showing the Export to Excel option

When you see the message " All done! We've exported [your project name]. " at the bottom of the screen, you can look for your new Excel file where you store your downloads.

When you open the Excel file containing your project, you'll see a worksheet named "Project tasks" that contains a summary of project-wide information at the top, including its name, project manager, and the start and finish dates, duration, and percent complete for the whole project. You'll also see what date it was exported. Under that, you'll see a table of all the information for your project.

More about Excel Report options

Import and analyze data

Create a PivotTable to analyze worksheet data

Ideas in Excel

Power BI Desktop

To get started,  connect to Project for the web data through Power BI Desktop , then open the Project Power BI template  and explore the reports it includes. 

Important:  You'll need a Power BI subscription (and a Project subscription in many cases) to use this reporting tool. See the following section for details.

To use Power BI reports on Project for the web data, you need to be a licensed user of Power BI Desktop or Power BI Pro. See Power BI Pricing for more information.

To build or customize Power BI reports on Project for the web data, you'll also need Project Plan 3 (formerly Project Online Professional) or Project Plan 5 (formerly Project Online Premium).

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  1. Microsoft SQL Server 2019 Reporting Services

    Download Microsoft SQL Server 2019 Reporting Services from Official Microsoft Download Center SQL Server Reporting Services is a server-based reporting platform that provides comprehensive reporting functionality. SQL Server Reporting Services is a server-based reporting platform that provides comprehensive reporting functionality.

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    Find the location of SQLServerReportingServices.exe and launch the installer. Select Install Reporting Services. Choose an edition to install and then select Next. For a free edition, choose either Evaluation or Developer from the drop-down. Otherwise, enter a product key. Find the product key for SQL Server Reporting Services.

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    SQL Server 2019 Reporting Services is available for download from the Microsoft Download Center. Azure SQL Managed Instance support You can now host a database catalog used for SQL Server Reporting Services (SSRS) in an Azure SQL Managed Instance (MI) that's hosted either in a VM or in your data center.

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    When you import the data service document, a report feed is generated from the report and added to the Power Pivot workbook. In the Power Pivot window, in the Home tab, click From Data Feeds. The Table Import wizard opens. In the Connect to a Data Feed page, type a friendly name to use when referring to the data source.

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  12. Create a Project report

    Click the Report tab. In the View Reports group, click the type of report you want and then pick a specific report. For example, to open the Project Overview report, click Report > Dashboards > Project Overview. The Project Overview report combines graphs and tables to show where each phase of the project stands, upcoming milestones, and tasks ...

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