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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / how to duplicate a rep...
Finance | Project Operations, Human Resources, ...
Suggested Answer

how to duplicate a report in d365 f& o

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Posted on by Dineshkarlekar 1,836
I need to add the field in report which is a query based report not using data provider class so need to add one field in it i don't have idea how to do it can any body have suggestion or any link so i can get it done .
 
Thanks ,
regards ,
dinesh.
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  • Suggested answer
    GirishS Profile Picture
    GirishS 27,829 Moderator on at
    Hi Dinesh,
     
    Is this a standard or your custom report?
    If it's your custom report, reselect the query and it will show all the DataSource used in the query, and you need to select the fields from the DataSource - You need to expand each DataSource and select the fields you want.
    If it's a standard report, duplicate the standard report and reselect your query. It will open the new window which will show you the DataSource used in the query - You need to expand each DataSource and select the fields you want.
     
    Thanks,
    Girish S.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    I don't know if you're referring to a standard report or a custom report. I found a document for you that demonstrates how to add a new field (due date) to standard report: Add new field to standard report (D365 FO/ SSRS) – DynamicsFox.
    Best regards,
    Kevin
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,836 on at
    hi Girish 
    thanks for reply ,
     
    i have duplicate the report in my project  as it is a standard report ,now i got the query from its datasets should i duplicate the query or create extension to my project as i want to add the sales quotation table to the query to get the field . the required field is in sales quotation table .
     
    thanks,
    regards ,
    dinesh.
  • GirishS Profile Picture
    GirishS 27,829 Moderator on at
    It's up to you - You can either duplicate the query and add the new table or extend the standard query and do the changes.
    But if you extend the query, it will affect all the places where it is used. If you are good with that you can extend the query - If not duplicate the query - Add the tables and use it in the SSRS report.
     
    Thanks,
    Girish S.
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,836 on at
    hi girish,
    I have duplicated the query added salesquotationtable in new datasource but still the fields from the sales quotation table are not showing in the query ,i have set the dymamic fields property to no . i anything i am missing plz let me know .
     
    thanks ,
    regards ,
    dinesh
  • GirishS Profile Picture
    GirishS 27,829 Moderator on at
    If you set the Dynamic fields property of the query DataSource to No, then you must add the fields manually.
     
    Thanks,
    Girish S.
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,836 on at
    hi ,
     Girishs
    i have added the table "projproposaljour" to the query  and this table is having two fields which i want to show on the report "InvoiceAmount" &
    "LineProperty"  but the "LineProperty" is nothing but the status of invoice proposal if i want to get the value of invoice amount according to status so if status of invoice amount is open the field on report should get sum of invoice amount for open status and if the status of invoice proposal is invoiced it should get the sum of  invoice amount  on the report for invoiced status do i need to show two fields which get the value from these field i.e open amount and invoice amount as the report is query based how can i achive that do i have to write expression in report design plz let me know .   
    open amount  sum(InvoiceAmount)
    invoice amount  sum(InvoiceAmount)
     
    i want to show it like this on report , as i explain above "open amount " will get the sum of invoice amount when line property status will be open and 
    invoice amount will get the value when line property status is invoiced line property is enum  field can you please how can i get it done .


     
    thanks ,
    regards,
    dinesh.
     
  • GirishS Profile Picture
    GirishS 27,829 Moderator on at
    In that case as per my understanding you need to show the sum of amount based on the LineProperty right?
    If right, then try adding LineProperty as the group by field and write Invoice amount as sum in the expression.
     
    Thanks,
    Girish S.
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,836 on at
    hi Girishs
    thanks for reply ,
    can you send me any link or example so i can do it like that , i dont have any idea how to deal with expressions in ssrs reports .
     should i write like this in expression   =Fields(Parameters!Group1.linepropertuy).open 
     
    thanks ,
    regards, 
    Dinesh.
  • GirishS Profile Picture
    GirishS 27,829 Moderator on at

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