> ## Documentation Index
> Fetch the complete documentation index at: https://guide.recital.finance/llms.txt
> Use this file to discover all available pages before exploring further.

# Report Server (PBIRS)

> Connect to Microsoft Power BI Report Server to pull dataset data for reconciliation

#### 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.

#### 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

<Info>
  The Server URL should point to your PBIRS web portal (e.g., `http://your-server/Reports`), not the web service endpoint.
</Info>

#### Step 1: Enter Connection Details

Navigate to **Bridge → Add Connection → Report Server** and provide:

| Field               | Description                                                | Required  |
| :------------------ | :--------------------------------------------------------- | :-------- |
| **Connection Name** | A friendly label for this connection                       | Yes       |
| **Server URL**      | Your PBIRS portal URL (e.g., `http://your-server/Reports`) | Yes       |
| **Auth Type**       | `NTLM` (Windows/domain) or `BASIC`                         | Yes       |
| **Domain**          | Your Windows domain (e.g., `CORP`)                         | NTLM only |
| **Username**        | Your PBIRS login username                                  | Yes       |
| **Password**        | Your PBIRS login password                                  | Yes       |

Click **Connect** to verify credentials and retrieve available reports and datasets.

#### 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

#### 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:

| Field           | Description               |
| :-------------- | :------------------------ |
| **DB Username** | SQL Server login username |
| **DB Password** | SQL Server login password |

<Info>
  When separate database credentials are not provided, Recital falls back to the Report Server username and password for database access.
</Info>

#### Step 4: Save

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

***

#### 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**

<Warning>
  Deleting a connection removes it permanently. Any reconciliation setups using this connection will need to be reconfigured.
</Warning>

***

#### Troubleshooting

| Issue                    | Solution                                                                                                         |
| :----------------------- | :--------------------------------------------------------------------------------------------------------------- |
| **Connection failed**    | Verify the Server URL is reachable and ends with `/Reports` (not `/ReportServer`)                                |
| **No reports found**     | Ensure your user has Browse permissions on the PBIRS folders                                                     |
| **Invalid object name**  | The dataset's SQL query references a table that doesn't exist — verify the dataset configuration in PBIRS        |
| **Authentication error** | For NTLM: confirm the domain is correct. For DB access: ensure the user has read access to the referenced tables |
| **Timeout on fetch**     | Large datasets may take longer — consider applying a row limit or date range filter in your reconciliation setup |

***