Report Server (PBIRS)

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Overview

The Report Server connector integrates with Microsoft Power BI Report Server (PBIRS), allowing you to pull data directly from published datasets into Recital for reconciliation. Recital connects to your Report Server to discover datasets, then executes the underlying SQL query directly against the database for fast, reliable data retrieval.

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Prerequisites

• A running PBIRS instance accessible over your network
• Valid credentials (NTLM or Basic authentication)
• At least one published report or dataset on the server

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Step 1: Enter Connection Details

Navigate to Bridge → Add Connection → Report Server and provide: Click Connect to verify credentials and retrieve available reports and datasets.

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Step 2: Select a Report and Table

After a successful connection, Recital displays all available reports and datasets on the server. Select:

1. Report/Dataset — the published item containing your data
2. Table — the specific entity set within the dataset
3. Columns — choose which columns to include

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Step 3: Database Credentials (Optional)

By default, Recital uses your Report Server credentials to query the underlying SQL Server database. If your database requires separate credentials (common when PBIRS uses Windows auth but SQL Server uses SQL auth), toggle Use separate database credentials and provide:

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Step 4: Save

Click Save to store the connection. It is now available as a data source for reconciliation.

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Managing Connections

Edit Credentials

To update connection credentials (e.g., after a password rotation):

1. Navigate to Bridge → Report Server Connections
2. Select the connection
3. Click Edit Credentials
4. Update the relevant fields and save

You can add or remove the optional database credentials at any time.

Delete Connection

To remove a Report Server connection:

1. Navigate to Bridge → Report Server Connections
2. Select the connection
3. Click Delete

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Troubleshooting

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