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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Pr-Filtered Report
Microsoft Dynamics CRM (Archived)

Pr-Filtered Report

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ReportReport
Posted on by Community Member Microsoft Employee

Hello ,

I Have custom field that is look up to campaign entity on below entities:

1.Task , 2.Phone Call , 3.Appointment

I want to create report shows the all activities and related campaign with different regarding.

And then i want to Pre_Filter based on related campaign.

Could you help me, how can i Pre-Filtered  based on related campaign?

*This post is locked for comments

  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at
    RE: Pr-Filtered Report

    Hi Anna,

    Define two parameter one for Activity and one for campaign and use these parameters in Report data set Query  using join clause.  you will get pre-filtering for both entity(Activity and campaign) in report.

  • Preeti Sharma Profile Picture
    Preeti Sharma 2,678 on at
    RE: Pr-Filtered Report

    Hi Anna,

    Are you talking about SSRS?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Pr-Filtered Report

    Hi XRM,

    you are talking about "Reporting Service" report or "Graph" records?

    When you write "PreFilter" you mean pre-filter by plugin?

    Please explain better your needs, with an example and/or pictures.

    Thanks

    If you found the answer helpful, please mark as Verified 

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    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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