additional edits

JustPies · JustPies · commit 86957b5256d3 · 2024-09-04T15:02:57.000-04:00
diff --git a/docs/reporting-services/report-builder/finding-viewing-and-managing-reports-report-builder-and-ssrs.md b/docs/reporting-services/report-builder/finding-viewing-and-managing-reports-report-builder-and-ssrs.md
@@ -1,14 +1,14 @@
 ---
 title: "Find, view, & manage reports (Report Builder & SSRS)"
-description: Learn how you can browse to find paginated reports, shared data sources, models, and other related report items in Report Builder and Report Designer.
+description: See how you can browse to find paginated reports, shared data sources, models, and other related report items in Report Builder and Report Designer.
 author: maggiesMSFT
 ms.author: maggies
-ms.date: 08/20/2024
+ms.date: 09/04/2024
 ms.service: reporting-services
 ms.subservice: report-builder
 ms.topic: conceptual
 ms.custom: updatefrequency5
-#customer-intent: As a Report Builder and SSRS user, I want to learn how to find, view, and manage reports so that I can deploy them effectively.
+#customer-intent: As a Report Builder and SSRS user, I want to see how to find, view, and manage reports so that I can deploy them effectively.
 ---
 # Find, view, and manage reports (Report Builder and SSRS)
 
@@ -21,7 +21,7 @@ In Report Designer, you can also browse your computer to find local paginated re
 
 To locate a report on a report server or SharePoint site from Report Builder, you must provide the URL to the report server or SharePoint site. When you first install Report Builder, you can specify the URL to use. This URL is the server or site that Report Builder connects to by default when you save or open reports.
 
-Reports can be previewed in Report Builder and Report Designer when you create or update reports and viewed and managed on a report server. You can manage them by using the web portal or on a SharePoint site that's integrated with Reporting Services. For more information, see [Preview reports in Report Builder](../../reporting-services/report-builder/previewing-reports-in-report-builder.md) and [Preview Reports in SQL Server Reporting Services (SSRS)](../../reporting-services/reports/previewing-reports.md).
+You can preview reports in Report Builder and Report Designer when you create or update reports. You can also view and manage reports on a report server. You can manage them by using the web portal or on a SharePoint site that's integrated with Reporting Services. For more information, see [Preview reports in Report Builder](../../reporting-services/report-builder/previewing-reports-in-report-builder.md) and [Preview Reports in SQL Server Reporting Services (SSRS)](../../reporting-services/reports/previewing-reports.md).
 
 When you preview reports in Report Builder and Report Designer, or view reports in the web portal or a SharePoint site, the data is refreshed. The reports then display the current data from the data source that the report uses. If you want to view a report without refreshing its data, you can use report history and cached data with published reports. You can't use these features when previewing reports in Report Builder and Report Designer.
 
@@ -38,15 +38,15 @@ After you find and open the report in Report Builder, you can preview it and mak
 
 Report Builder can help you with the following tasks:
 
-- **Finding reports**: When you browse for a report, you can use the familiar Microsoft Office-style **Open File** dialog that is customized for Report Builder. You can browse the folders on a report server or on a file system, including **My Reports**, **Sites and Servers**, **Desktop**, **My Documents**, and **My Computer**. **Sites and Servers** provide a recently used server list.
+- **Find reports**: When you browse for a report, you can use the familiar Microsoft Office-style **Open File** dialog that's customized for Report Builder. You can browse the folders on a report server or on a file system, including My Reports, Sites and Servers, Desktop, My Documents**, and My Computer. Sites and Servers provide a recently used server list.
 
-- **Finding shared data sources**: When you browse for a shared data source, you can pick from a recently used list, or browse to another folder on the same report server as the report.
+- **Find shared data sources**: When you browse for a shared data source, you can pick from a recently used list, or browse to another folder on the same report server as the report.
 
-- **Viewing reports**: You preview a report in Report Builder when creating or updating reports. When Report Builder is connected to a report server the report server loads and processes the report; otherwise, the reports are processed locally. The report viewer in Report Builder displays the rendered report.
+- **View reports**: You preview a report in Report Builder when creating or updating reports. When Report Builder is connected to a report server, the report server loads and processes the report. Otherwise, the reports are processed locally. The report viewer in Report Builder displays the rendered report.
 
-## <a id="ViewingAndManagingReportServer"></a> View and manage reports on a Report Server
+## <a id="ViewingAndManagingReportServer"></a> View and manage reports on a report server
 
-You use the web portal to view and manage reports on the report server. Browse the folders on the server to locate reports, run reports, to view them in a browser, and perform management tasks.
+You use the web portal to view and manage reports on the report server. Browse the folders on the server to locate reports, run reports, view them in a browser, and perform management tasks.
 
 The web portal can help you with the following management tasks:
 
@@ -64,9 +64,9 @@ The web portal can help you with the following management tasks:
 
 Some of these tasks might be done for you by the administrator of the report server. To learn more about tasks performed on a report server, see [Reporting Services report server (native mode)](../../reporting-services/report-server/reporting-services-report-server-native-mode.md).
 
-The web portal typically contains folders, reports, data sources, and the My Reports folder. **My Reports** is a personal workspace that you can use to store and work with reports that you own. Other report server folders are public and typically require users to have advanced permissions to add to or modify folder contents. You can create subfolders within **My Reports** to further organize your reports.
+The web portal typically contains folders, reports, data sources, and the My Reports folder. My Reports is a personal workspace that you can use to store and work with reports that you own. Other report server folders are public and typically require users to have advanced permissions to add to or modify folder contents. You can create subfolders within My Reports to further organize your reports.
 
-The web portal displays reports in the Reporting Services HTML Viewer. The HTML Viewer provides a framework for viewing reports in HTML and includes a report toolbar, a parameter section, a credentials section, and a document map. The report toolbar provides page navigation, zoom, refresh, search, export, print, and data feed functionality. The report toolbar also appears in a browser window at the top of a report when you access reports through a URL. Print functionality is optional and your administrator must turn it on. When it's available, a Printer icon appears on the report toolbar. The following illustration shows a closeup of the report toolbar in the web portal.
+The web portal displays reports in the Reporting Services HTML Viewer. The HTML Viewer provides a framework for viewing reports in HTML and includes a report toolbar, a parameter section, a credentials section, and a document map. The report toolbar provides page navigation, zoom, refresh, search, export, print, and data feed functionality. The report toolbar also appears in a browser window at the top of a report when you access reports through a URL. Print functionality is optional and your administrator must turn it on. When it's available, a printer icon appears on the report toolbar. The following illustration shows a closeup of the report toolbar in the web portal.
 
 :::image type="content" source="../../reporting-services/report-builder/media/finding-viewing-and-managing-reports-report-builder-and-ssrs/report-toolbar-in-the-web-portal.png" alt-text="Screenshot of the Report toolbar in the web portal.":::
 
@@ -78,19 +78,19 @@ After you run a report, you can refresh it to see new data.
 
 ### Refresh reports
 
-Report data frequently changes and you might want to refresh the report to view the newest data. You can refresh a report in three different ways.
+Report data frequently changes, and you might want to refresh the report to view the newest data. You can refresh a report in three different ways.
 
 | Option | Result |
 | --- | --- |
 | **Refresh** button on the browser window | Displays the report stored in the session cache. A session cache is created when a user opens a report. [!INCLUDE[ssRSnoversion](../../includes/ssrsnoversion-md.md)] uses browser sessions to maintain a consistent viewing experience while a report is open. |
-| :::image type="content" source="../../reporting-services/report-builder/media/finding-viewing-and-managing-reports-report-builder-and-ssrs/browser-refresh-button-on-report-toolbar.png" alt-text="Screenshot of the browser Refresh button on report toolbar."::: | When you select the **Refresh** button on the report toolbar, the report server reruns the query, and updates report data if the report runs on-demand. If the report is cached or is a snapshot, **Refresh** displays the report that's stored in the report server database. |
+| :::image type="content" source="../../reporting-services/report-builder/media/finding-viewing-and-managing-reports-report-builder-and-ssrs/browser-refresh-button-on-report-toolbar.png" alt-text="Screenshot of the browser Refresh button on report toolbar."::: | When you select the **Refresh** button on the report toolbar, the report server reruns the query, and updates report data if the report runs on demand. If the report is cached or is a snapshot, The refresh action displays the report that's stored in the report server database. |
 | CTRL+F5 keyboard combination | Produces the same result as selecting the **Refresh** button on the report toolbar. |
 
 ## <a id="ViewingAndManagingSharePointSite"></a> View and manage report server items from a SharePoint site
 
 When the system administrator configures a report server to run in SharePoint integrated mode, you can view and manage reports and other report server items from a SharePoint site.
 
-The SharePoint site includes pages to set data source properties, report history, report processing options, schedules, subscriptions, report parameters, and create shared schedules. You can manage report server items on a SharePoint site the same way you create and manage them from other tools in [!INCLUDE[ssNoVersion](../../includes/ssnoversion-md.md)].
+The SharePoint site includes pages to configure schedules, subscriptions, report parameters, data source properties, and report processing options, to view report history, and to create shared schedules. You can manage report server items on a SharePoint site the same way you create and manage them from other tools in [!INCLUDE[ssNoVersion](../../includes/ssnoversion-md.md)].
 
 To access the application pages, select item-specific actions from a list menu on a report or other report server item that you previously added to a SharePoint library. Depending on the item and your permissions, you might also be able to create reports in Report Builder, generate models, and set model item security.
 
@@ -100,21 +100,25 @@ For more information about Reporting Services and SharePoint technology, see [Co
 
 Before you can set properties, you must first be able to locate the item. Report server items are always stored in libraries or in a folder within a library.
 
-When you access the SharePoint site, you see the **Browse** page and the **Library Tools** tab. The **Browse** page lists the libraries and the content of the selected library. You can view the report, and other items in the library, explore folders, and search the site to locate items.
+When you access the SharePoint site, you see the **Browse** page and the **Library Tools** tab. The **Browse** page lists the libraries and the content of the selected library. You can view the report and other items in the library, explore folders, and search the site to locate items.
 
-To distinguish report server items from other items on a SharePoint site, you can use the icon to visually identify an item, or pause the mouse cursor over the type and read the file extension. The following image shows folders, and a report definition in the **Reports** library:
+To distinguish report server items from other items on a SharePoint site, you can use the icon to visually identify an item, or pause the mouse cursor over the type and read the file extension. The following image shows folders and a report definition in the **Reports** library:
 
 :::image type="content" source="media/finding-viewing-and-managing-reports-report-builder-and-ssrs/rs-sharepointlibrary.gif" alt-text="Screenshot of the Sharepoint library with report server items.":::
 
 ### View reports
 
-Report definitions (.rdl files) that you upload to a SharePoint library are viewed through a Report Viewer Web Part that the Reporting Services Add-in installed. An .rdl file association is defined automatically when you install the add-in. When you select a report, it opens automatically in the Web Part. After the report is open, you can use the report toolbar that's included in the Web Part to navigate pages, search, zoom, and print the report. The toolbar includes the Export Data Feed option to export the report as an Atom data feed and an **Actions** menu with options to print, subscribe, and export the report to different formats such as PDF, Word, and Excel. From the **Actions** menu, you can also open the report in Report Builder. The following image shows a report and the options of the Export options in the **Action** menu.
+Report definitions (.rdl files) that you upload to a SharePoint library are viewed through a Report Viewer web part that the Reporting Services add-in installs. An .rdl file association is defined automatically when you install the add-in.
+
+When you select a report, it opens automatically in the web part. After the report is open, you can use the report toolbar that's included in the web part to navigate pages, search, zoom, and print the report. The toolbar includes the Export Data Feed option to export the report as an Atom data feed and an **Actions** menu with options to print, subscribe, and export the report to different formats such as PDF, Word, and Excel.
+
+From the **Actions** menu, you can also open the report in Report Builder. The following image shows a report and the options of the Export options on the **Action** menu.
 
 :::image type="content" source="media/finding-viewing-and-managing-reports-report-builder-and-ssrs/rs-sharepointrunreport.gif" alt-text="Screenshot of the Export options in the Action menu.":::
 
 ### Manage items through actions
 
-Management tasks are supported through actions on a dropdown menu for each item. Depending on your permissions, each item has common actions that are standard for items that are stored in a SharePoint library. **View Properties** and **Edit Properties** are examples of common actions. Custom actions provide item-specific management functionality. The following image shows the actions for a report definition. Examples of custom actions for a report definition include **Manage Subscriptions** and **Manage Processing Options**:
+Management tasks are supported through actions on a dropdown menu for each item. Depending on your permissions, each item has common actions that are standard for items that are stored in a SharePoint library. **View Properties** and **Edit Properties** are examples of common actions. Custom actions provide item-specific management functionality. The following image shows the actions for a report definition. Examples of custom actions for a report definition include **Manage Subscriptions** and **Manage Processing Options**.
 
 :::image type="content" source="media/finding-viewing-and-managing-reports-report-builder-and-ssrs/rs-ecbforrsitems.gif" alt-text="Screenshot of the menu commands for report server items.":::
 
@@ -124,25 +128,14 @@ You can bypass browser viewing entirely and use a desktop application, such as [
 
 ## <a id="AboutUserSessions"></a> About user sessions
 
-[!INCLUDE[ssRSnoversion](../../includes/ssrsnoversion-md.md)] uses browser sessions to maintain consistency while viewing reports. Sessions are based on browser connections, not authenticated users. A new session is created every time that a user opens a report in a new browser window. Once a browser session is established, you continue to work with the version of the report that was opened when the session began. You can continue even if the report is modified on the report server. For example, say you opened a report at 11:00 P.M., and a report author republishes the same report at 11:01 P.M.. Your session then contains the version that you opened during the session. This result means you don't automatically see the changes made in the republished version until you refresh or reopen the report.
+[!INCLUDE[ssRSnoversion](../../includes/ssrsnoversion-md.md)] uses browser sessions to maintain consistency while viewing reports. Sessions are based on browser connections, not authenticated users. A new session is created every time that a user opens a report in a new browser window. When a browser session is established, you continue to work with the version of the report that was opened when the session began. You can continue even if the report is modified on the report server. For example, say you opened a report at 11:00 P.M., and a report author republishes the same report at 11:01 P.M.. Your session then contains the version that you opened during the session. This result means you don't automatically see the changes made in the republished version until you refresh or reopen the report.
 
 If you refresh a report within the same session by using the browser's **Refresh** button, the original session version of the report is displayed. If you refresh an on-demand report by using the **Refresh** button on the report toolbar, the report is rerun and new data, if any, is displayed.
 
 Session information is stored in the report server temporary database. The report server doesn't use [!INCLUDE[vstecasp](../../includes/vstecasp-md.md)] session management. If you restart the server or perform a database recovery operation, session state isn't restored. For more information about session management, see [Identify the execution state](../../reporting-services/report-server-web-service-net-framework-soap-headers/identifying-execution-state.md).
 
-## <a id="InThisSection"></a> In this section
-
-The following articles provide additional information about viewing and managing reports.
-
-[Find, view, and manage reports (Report Builder and SSRS)](../../reporting-services/report-builder/finding-viewing-and-managing-reports-report-builder-and-ssrs.md)
-
-[Find and view reports with a browser (Report Builder and SSRS)](../../reporting-services/report-builder/finding-and-viewing-reports-with-a-browser-report-builder-and-ssrs.md)  
-Describes how to use a URL to find and view a report.
-
-[Preview reports in Report Builder](../../reporting-services/report-builder/previewing-reports-in-report-builder.md)  
-Describes how to preview reports while you create or update them.
-
 ## Related content
 
 - [Save reports (Report Builder)](../../reporting-services/report-builder/saving-reports-report-builder.md)
 - [Report builder in SQL Server](../../reporting-services/report-builder/report-builder-in-sql-server-2016.md)
+- [Preview reports in Report Builder](../../reporting-services/report-builder/previewing-reports-in-report-builder.md)  
