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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Creating SSRS report from scratch

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Posted on by 27

Hi guys,

I have a task where i have to create ssrs report that shows all customer transactions assigned to the given customer.

In header i need to have information from accounts receivable -> all customers -> general tab : account, name, customer group, address, name of description, contact number/address and type.

So the datasources for headers will be:

CustGroup for accountNum and CustGroup

DirPartyTable for Name

LogisticsLocation for Description

LogisticsPostalAddress for Address

LogisticsElecontronicAddress for Locator(contact number) and type.

In lines i need to have information from accounts receivable -> all customers -> transactions : voucher, date amount, invoice, transaction type.

So the datasource for headers will be CustTrans for Voucher, TransDate, AmountMST, Invoice, TransType.

I've created 2 Temp tables one for header field second for lines fields, but now I have problem with creating Controller and DataProvider classes, I dont know which parameter should be included in Controller Method, and how build method that contains so many related tables. Please help.

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  • Suggested answer
    huijij Profile Picture
    19,811 on at

    Hi Matthex69,

    Before you create your ssrs report, you can start with the following resource, and if you have any questions at a later time, please let us known:

    www.youtube.com/watch

    community.dynamics.com/.../create-ssrs-report-in-d365fo

  • Suggested answer
    Komi Siabi Profile Picture
    13,107 Most Valuable Professional on at

    Your controller should have customer id (custAccount) as a parameter.

    For the RDP class, you could have either just one temp or even two depending on the expected design.

    If a single table would contain both details form header and lines, then One temp table would be fine. You would do a join while inserting into your temp table.

    In a situation where your design may have a table for just details on the header and another table to show corresponding lines you would need to tmp tables.

    If you have any further challenge, kindly let us know.

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