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How to: Set Processing Options (SharePoint Integrated Mode)

New: 12 December 2006

You can set processing options on a report to determine when data processing occurs. You can also set a time-out value for report processing, and options that determine whether report history is enabled for the current report.

  • You can run a report as a report snapshot to prevent the report from being run at arbitrary times (for example, during a scheduled backup). A report snapshot is usually created and subsequently refreshed on a schedule. If a report is based on queries that take a long time to run, or on queries that use data from a data source that you prefer no one access during certain hours, you should run the report as a snapshot.
  • A report server can cache a copy of a processed report and return that copy when a user opens the report. Caching is a performance-enhancement technique. Caching can shorten the time required to retrieve a report if the report is large or accessed frequently.
  • Report history is a collection of previously run copies of a report. You can use report history to maintain a record of a report over time. Report history is not intended for reports that contain confidential or personal data. For this reason, report history can include only those reports that query a data source using a single set of credentials (either stored credentials or credentials used for unattended report execution) that are available to all users who run a report.
  • You can specify time-out values to set limits on how system resources are used.

  1. Point to a report in the library.

  2. Click the down arrow, and select Manage processing options.

  3. In Data Refresh Options, select Use snapshot data. If you see "This report can not run from a snapshot because one or more of the data sources credentials are not stored", the report is not configured to run unattended and you must modify the data sources to use stored credentials before setting this option. For instructions, see How to: Schedule Report and Subscription Processing (SharePoint Integrated Mode).

  4. In Data Snapshot Options, select Schedule data processing.

  5. Select On a shared schedule if you have an existing shared schedule that you want to use; otherwise, select On a custom schedule, and then click Configure.

  6. Select the frequency, schedule, and start and end dates, and then click OK.

  7. In Data Snapshot Options, select Create or update the snapshot when this page is saved if you want to immediately create snapshot data to use with the report, without waiting for the scheduled data processing to occur.

  1. Point to a report in the library.

  2. Click the down arrow, and select Manage processing options.

  3. In Data Refresh Options, select Use cached data. If you see "This report can not be cached because one or more of the data sources credentials are not stored", the report is not configured to run unattended and you must modify the data sources to use stored credentials before setting this option. For instructions, see How to: Schedule Report and Subscription Processing (SharePoint Integrated Mode).

  4. In Cache Options, specify how the cache will expire:

    • Enter a number of minutes after which the cache will expire.
    • Use a shared schedule to clear the cache at times specified in the schedule.
    • Create a custom schedule to clear the cache at a time that you specify.

  1. Point to a report in the library.

  2. Click the down arrow, and select Manage processing options.

  3. In Processing Time-out, click Use site default setting if you want to use the value specified at the report server level. Otherwise, choose Do not time out report processing or Limit report processing in seconds if you want to override that value with no time-out or different time-out values. For more information about site default settings, see How to: Configure the Report Server Integration Feature in SharePoint Central Administration.

  1. Point to a report in the library.

  2. Click the down arrow, and select Manage processing options.

  3. In History Snapshot Options, specify how and when data processing occurs and is saved.

  4. In History Snapshot Limits, select Use site default setting if you want to use the value specified at the report server level. Otherwise, select Do not limit the number of snapshots or Limit number of snapshots to a custom value. For more information about site default settings, see How to: Configure the Report Server Integration Feature in SharePoint Central Administration.

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