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Microsoft Dynamics 365 | Integration, Dataverse...
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How to create a report that will group by parent account and then by account?

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Wondering how I can create a report that will be grouped by the Parent Account and then by the Account.  I have tried doing this, but it isn't working.  I have the Primary record type as Accounts, and the Related record type as Accounts (Parent Account).  I have the filtering as Status = Active

When I try to run the report I get "Reporting Error -   The report cannot be displayed because an internal error has occurred. The report query contains invalid FetchXML."

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: How to create a report that will group by parent account and then by account?

    Hi Partner,

    I created a report based on Account entity with your conditions.

    pastedimage1601541748326v1.png

    pastedimage1601541770039v2.png

    pastedimage1601541788752v3.png

    And it worked well.

    pastedimage1601541813117v4.png

    And if you are using fetch xml to build the report, please share your complete  fetch xml here for more details.

    If not, please copy the condition to Advanced Find to check if the filter condition works.

    Regards,

    Leo

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: How to create a report that will group by parent account and then by account?

    Hello,

    I would recommend to download the report that you created, open it in SSDT and check FetchXml.

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