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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Case Summary Report
Microsoft Dynamics CRM (Archived)

Case Summary Report

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Posted on by RaviKashyap 55,410 Moderator

Hi All,

I have a requirement to create fetch based case summary report with the below layout. This conatins details of the parent case and list of all activities and then similar layout for all the child cases i.e. case details and activities.

I do not have much experience with SSRS reports. I would appreciate any pointers to get me started specialy the part of displaying the child contacts with the same details.

Thanks in advance.

CaseSummaryReport.png

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  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    Im guessing that they wish to go to a Case and run the Report from there.

    I recently wrote an article on how to run a report per record which I think will help.

    http://www.kentom.co.uk/?p=353

    But you will also need to know how to generate the Child Cases below the Parent Case.

    What you will need to do is pass the Parent Case ID Parameter into the Sub Report. Most Likely matching the Related Case ID to the Child Cases. www.youtube.com/watch I think this link might help

  • Suggested answer
    Suresh Sorde Profile Picture
    Suresh Sorde 1,077 on at

    You can create report with sub report by passing parent id as parameter to sub report below link can help to create sub report-

    dynamicscrmgirl.wordpress.com/.../crm-2013-ssrs-report-and-sub-reports

    Hope this helps

    Thanks

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