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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Report data not visibl...
Microsoft Dynamics CRM (Archived)

Report data not visible in CRM

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ReportReport
Posted on by innovativeaj 175

I have created a simple custom report that pulls data from SalesOrder entity (I have tested with both entity (SalesOrderBase) and view (SalesOrder)) but the data is not visible when i run the report in CRM. When I run the same report from Report Configuration Manager, it runs perfectly showing all data.

6685.report.PNG

I am logged in with a user who has System Administrator role in CRM. 

In SQL server in the CRM Database Security,  I have tried adding the following schema/role membership to the User:

0410.report2.PNG 5280.report3.PNG

and tried adding the following schema/role membership to the Reporting Group:

6761.report5.PNG4213.report4.PNG

I am using Microsoft Dynamics CRM 2016 on prem and SQL Server 2012. with the Report Extension version report6.PNG

Somebody please help me out with this. Thanks in advance.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report data not visible in CRM

    Hi A J,

    I would like to know about the sql query you are using.

    If you are directly using SalesOrderBase as table name in query CRM will not give you the data.

    You are suppose to use filtered views which will be exposing the data to a CRM user.

    Filtered view Name: FilteredSalesOrder.

    Hope this helped.

    Thanks

    Phanidhar

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Report data not visible in CRM

    can pls take a screenshot how you are connecting

  • innovativeaj Profile Picture
    innovativeaj 175 on at
    RE: Report data not visible in CRM

    I am not using a shared data source. Event viewer doesn't show any errors. Also, for your information same issue is for standard reports as well.

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Report data not visible in CRM

    in you data source connection is shared and if there is any change in your folder structure of your report server. Then you will not able to get anything from the report. In addition, pls check your event viewer for more accurate error info.

  • innovativeaj Profile Picture
    innovativeaj 175 on at
    RE: Report data not visible in CRM

    thanks for your interest in this matter, could you please elaborate a bit? where will i find this option?

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Report data not visible in CRM

    Are you using commonDataSource in for your connection? If so please check the CRM related folder name is modified under the report server.

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