Monday, March 19, 2012

Generating letters in SSRS

Hi. I'm looking for tutorials on how to use SSRS 2005 to generate letters in Word or PDF format from a database. We need to send letters with our company logo and some boilerplate text to a set of companies based on a SQL Server query. So the letter will look something like this, with the red areas repeating from the dataset,

[logo goes here]


123 Any St.
AnyCity, CA 90210

[today's date]

Dear [name from database],

Some boilerplate text goes here. Your Account [account number from database] is past due.

Sincerely,

[scanned signature goes here]

Somebody


Don't have a tutorial but here are the high-level steps:

1. Use the Data tab to create a dataset that returns on record with all fields required.

2. On the Layout tab, drop a List data region and add textboxes in it to hold the content.

3. Type in fixed text in the approapriate textboxes.

4. You can concatenate text in textboxes as needed, e.g.: = "Dear " & Fields!Name.Value

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