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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SSRS report - Template...
Microsoft Dynamics CRM (Archived)

SSRS report - Template or Solution

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Posted on by Syed_Faisal 815

Hi,

I am building SSRS report for sales quotation, some reason i am not able to make proper layout table which prints out of the page. 

all report paper size is letter and when i make changes, it create another page.

Is there any ready sales quotation template available or free report builder tool solution which can do within CRM onpremise 2016?

Regards

Faisal

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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi,

    In CRM there is Quote report, you can use as a template.

    Or you can fix the issue your SSRS report. In SSRS report, if any control or text is out of page margin, then it will automatically adds one another blank page.

    make sure your SSRS report layout is same as letter size and margin you gave in report.

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at

    Hi Mahadeo,

    Thanks for the prompt response, Can i customise the report which comes with CRM, i want to add logo and some more rows and column. also need to add option for chinese users.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Yes, you can.. you need to download RDL file of report, then you can open it  in visual studio or report editor and you can make changes you want.

    To download RDL file,  Open report file from customization section, then from action menu, use Download Report button.

    reportdownload.PNG

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at

    I followed the instruction and getting error.

    PFA screenshot

    8255.Untitled.png

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