Manage Reports

From Analysis, you can view all of the program’s reports. There are also two main tools provided to help create and manage reports: the Report Model Generator and the Report Explorer. With the Report Model Generator, you can create report models on which to base reports. With the Report Explorer, you can create and manage reports.

Hosted customers must have a Blackbaud hosting account to log into SQL Server Reporting Services, even if they have their own SSO login. Hosted clients will also only be able to view reports. Editing reports from SQL Server Reporting Services requires you to have access to the SQL Server to make edits to reports.

Due to the deprecation of certain features of Microsoft and the Report Builder for SQL Server 2016, you can now only access the reports and models for certain features via the SQL Server Reporting Services web view.

Report requirement for SQL Server 2016:

If you host Blackbaud Enterprise CRM on premise, you must have a connection to SQL Server Reporting Services (SSRS) and permissions to the SQL Server to make edits to reports.

If you do not already have Report Builder, you will need to download it from the Microsoft Download Center. https://www.microsoft.com/en-us/download/details.aspx?id=53613. Report Builder can only be run in Internet Explorer or Microsoft Edge.

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