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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Reporting question
Microsoft Dynamics CRM (Archived)

Reporting question

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Posted on by Community Member

Hi,

I'm using Business Intelligence Studio to generate report files and I have a requirement to retrieve data from Email, Service Activity, Appointment, Recurring Appointment & Phone Call entities. Each of these activities have a similar set of custom fields and I need to be able to collect all of them to a single report if possible. Is this possible or do I need to create separate reports for each activity mentioned above?

Any help would be very much appreciated.

Thank you

Lavanya

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  • Verified answer
    Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    are you looking for something like this? this will do for all activities: tasks,email,appointment,phone call,letter,fax, service activity

    SELECT Main.activitytypecodename AS activitytype,

    Main.subject AS subject

    FROM FilteredActivityPointer AS Main

    LEFT JOIN FilteredTask AS Task ON Main.activityid = Task.activityid

    LEFT JOIN FilteredEmail AS Email ON Main.activityid = Email.activityid

    LEFT JOIN FilteredAppointment AS Appo ON Main.activityid = Appo.activityid

    LEFT JOIN FilteredPhoneCall AS Phone ON Main.activityid = Phone.activityid

    LEFT JOIN FilteredLetter AS Letter ON Main.activityid = Letter.activityid

  • Community Member Profile Picture
    Community Member on at

    Yes!! I was thinking of doing a UNION. But wasn't sure how to do it properly. Thanks a lot for your quick response.

  • Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    you can do a union also. you can try and compare on query analyzer to see which one performs better. I know there is some catch between using UNION and UNION ALL that can affect performance

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