How to Fix "Failed to Retrieve Shared Data Set" Error in Bold Reports Report Viewer

When using the Bold Reports Report Viewer to load an SSRS report, you may encounter an error message stating, “Failed to Retrieve Shared Data Set.” This error typically occurs when the user attempting to retrieve the data set from SSRS lacks the necessary permissions. Fortunately, resolving this issue is relatively straightforward. In this article, we will guide you through the steps to grant the required permissions and overcome the error.

1. Open the Folder Containing the Data Set in SSRS Report Server:
   • Access the SSRS Report Server by navigating to the appropriate URL in your web browser.
   • Locate and open the folder that contains the data set used by the report.

   

2. Click the Manage Folder Option:
   • Once inside the desired folder, click on the “Manage Folder” button located in the upper right corner of the Report Server interface.
   • This will allow you to modify the folder’s settings and permissions.

   

3. Navigate to the Security Settings:
   • In the Manage Folder window, locate and click on the “Security” option.
   • By accessing the security settings, you can manage the permissions for the selected folder.
   • To resolve the issue, add or modify the user’s permissions within the folder.
   • Click on the “Edit” button, depending on your required User.

   

4. Assign Appropriate Permissions:
   • Ensure that the user or group is assigned the “Content Manager” role, which includes the necessary permissions for retrieving the data set.
   • Apply the changes to save the new permissions.

   

5. Provide permission for the Data set itself also, as sometimes users may have permissions for the folder but not for the Data Set:
   • Click the More info button for the desired dataset and Select the Manage Option.

   

6. Navigate to the Security Settings:
   • In the Manage window, locate and click on the “Security” option.
   • By accessing the security settings, you can manage the permissions for the selected Data set.
   • To resolve the issue, add or modify the user’s permissions for the Data set.
   • Click on the “Edit” button, depending on your required User.

   

7. Assign Appropriate Permissions:
   • Ensure that the user or group is assigned the “Content Manager” role, which includes the necessary permissions for retrieving the data set.
   • Apply the changes to save the new permissions.