You can Access your Cloud Reporting Server (CRS) via remote desktop connection.

Go to the taskbar and select the start menu.   Once the start menu pops up, start typing “remote desktop connection.”  Immediately you should see the “Remote Desktop Connection” under the “Best match banner of the start menu.”  Click on the item and the following screen should display.

If you are setting up a remote desktop connection for the first time, click on the “Show Options” button located on the lower left corner of the dialog box.  The dialog box will expand and display additional options.

Enter the computer name we provided.  It should look something like reports.marketplacereporting.com with reports replaced with the actual name we provided via email.  Next, enter the username for the account you want to use.

Click on “Allow me to save credentials” then you can either click on the “Save” button or “Save As” in the connection settings section of the dialog box.  The “Save” button will save the connection info for future use in the log on settings section.  The “Save As” button will allow you to save the connection info to your desktop in an *.rdp file format so you can launch it like any other application.

We recommend that you save the connection info as a *.rdp file to your desktop so you can have easy access to your Cloud Reporting Server.  When you want to connect to your CRS, double click on the icon, and follow the prompts to connect.

Prior to connecting, you may be prompted to enter your password.  Enter the password associated with the username.  Click on the “OK” button to connect to your CRS.

You can to here for more information on how to use remote desktop with Windows 10/11.

Are you ready to automate your workflows to gain maximum productivity?  Take a look at one of our recent projects to learn more about how we can help with your business automation, 3rd party integrations, and reporting, contact us.

We hope this post has been helpful.  Any questions or comments, please feel free to post.