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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Bulk export ssrs repor...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Bulk export ssrs reports in CRM

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Posted on by xhj45 133

Hi,

we are using the CRM online and we would like to generate SRSS reports in PDF format for multiples records.

we have tried the "run report" button but it will create a single report with multiple pages for the selected records : 

pastedimage1616176926263v1.png

Is it possible to generate a pdf per record?

Thank you in advance, 

have a nice weekend!

I have the same question (0)
  • xhj45 Profile Picture
    xhj45 133 on at

    Any idea?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hi,

    Refer to this blog: www.daymandynamics.com/.../

  • xhj45 Profile Picture
    xhj45 133 on at

    Hi Mehdi,

    Thank you for this blog!

    It seems all records will stay into a same page when exporting the report using this method. Actually we would like to have 1 report per record, that means when we select 10 records, then we run the report, we can export 10 separated pdf.

    Do you have any idea for this?

    Have a wonderful day!

  • meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hi,

    I understand your need better! I will investigate and get back to you once I find a solution for your scenario. Good day to you!

  • xhj45 Profile Picture
    xhj45 133 on at

    Sorry for not describing it clearly.

    Thank you so much for your help!

  • Inogic Profile Picture
    Inogic 764 on at
    Hello,
    Yes, you can generate a PDF per record in bulk!
    Click2Export by Inogic is the ideal solution for CRM Online to meet your requirements. With Click2Export, you can easily convert your SSRS reports into PDF format for multiple records, ensuring each record is exported as a separate PDF. This streamlines the process and eliminates the need for manual efforts.
    With Click2Export you can:
    • You can export CRM data into formats like PDF, Word, Excel, TIFF, or CSV. Additionally, password encryption ensures the confidentiality and protection of your data during sharing and access.
    • You can export multiple reports in bulk or schedule automated exports for timely delivery. This reduces manual efforts and streamlines the management of large-scale reporting tasks.
    • Exported files can be attached to emails (even to non-CRM recipients), notes, or CRM entities. You can also use customizable templates to maintain consistency in format and layout.
    • You can save exported files to local drives, upload them to SharePoint or Azure Blob, or attach them to emails, providing flexibility to match your business needs.
    To learn more about how to use Click2Export, download the app from the Inogic website or Microsoft AppSource and enjoy a 15-day free trial. For additional information or support, don’t hesitate to reach out to us at crm@inogic.com.

    Thanks!
    Sam
    Website: www.inogic.com

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