Step-by-Step: Automate SQL Report in MECM

⚙️ Step-by-Step: Automate SQL Report in MECM

Automating a SQL report in Microsoft Endpoint Configuration Manager (MECM) involves creating a custom report in the Reporting Services Point (SSRS) and scheduling it for delivery. Here’s a step-by-step guide to help you automate your report:

1. 🧱 Create the Report in SSRS

You’ll use SQL Server Report Builder or Visual Studio to create the report.

• Open Report Builder from the MECM console or directly from SSRS.
• Choose New Report > Table or Matrix Wizard.
• Connect to the MECM database (usually named CM_<SiteCode>).
• Paste your SQL query (from earlier) into the query designer.
• Design the layout (group by collection, order by computer name, etc.).
• Save the report to a folder in SSRS (e.g., Custom Reports).

2. 📁 Add the Report to MECM Console

• In MECM, go to Monitoring > Reporting > Reports.
• Right-click and choose New > Report.
• Point to the SSRS report you just created.
• Assign a name and description.

3. ⏰ Schedule the Report

In SQL Server Reporting Services (SSRS):

• Open Report Manager (usually at http://<ReportServer>/Reports).
• Navigate to your report.
• Click Manage > Subscriptions.
• Choose New Subscription:
  • Delivery method: Email or file share.
  • Schedule: Daily, weekly, or custom.
  • Format: Excel, PDF, CSV, etc.
  • Recipients: Add email addresses if using SMTP.

💡 Make sure SSRS is configured with email settings if you want email delivery.

4. 🔒 Set Permissions

Ensure that:

• The MECM service account has access to the report.
• Users who need the report have read permissions on the SSRS folder.

✅ Tips for Maintenance

• Test the report manually before automating.
• Document the report: Include query logic, filters, and version info.
• Monitor subscriptions: Check for failures in SSRS logs or MECM status messages.