How to set up Parent Report in Report Wizard

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Posted on by Philipp P

Hi all,

I wonder if there is any documentation of how parent report functionality in a model driven app works and what settings are required. Any hints on this are welcome.
My basic scenario to test the functionality wasn't successful and I don't know why.
My scenario: Three dataverse tables in straight lookup hierarchy: Table A as parent, Child Table B with Lookup to A and child child Table C with lookup to B.

I have created the following two reports:
- Primary records from Table A with related records from Table B

- Primary records from Table B with related records from Table C

In the report wizard of both reports I can't select the other as parent report.

Whats the requirement of a report to be available in another report as parent report?

Regards, Philipp

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Dynamics 365 general

Power Platform integration

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CU06031433-0 14 on at

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Hi Philipp, for a report to be available as a parent report, it has to be created as a Drillthrough report. Reports created with the Report Wizard are usually standard reports, so they won't show up as selectable parent reports.

These are some of the requirements for parent/child (drillthrough) reports:

The child report must be designed as a drillthrough report in SQL Server Reporting Services (SSRS), not just another wizard report.

The child report needs a parameter that receives the parent record ID (for example @CRM_FilteredAccount or similar depending on the entity).

The report must be uploaded and published in Dynamics with the correct primary record type.

Only reports configured with compatible parameters and record types will appear in the parent report dropdown.

Because both of your reports were created with the Report Wizard, that’s likely why you can’t select one as the parent of the other.

The typical pattern is:
Parent report will be main dataset (e.g., Table A)
Drillthrough report accepts a parameter (e.g., Table B records filtered by A)
Then the drillthrough action is configured inside the parent report.

So in your scenario:
A -> B could be the main report
B -> C would need to be implemented as a drillthrough report with parameters, not just another wizard report.
If you're trying to chain reports like A -> B -> C, that generally requires custom SSRS reports, since the wizard reports are pretty limited for drillthrough scenarios.

Best Regards,

Kaveri

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Philipp P 9 on at

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Dear Kaveri,

thanks for the explanation.
I now worked my way into Power BI Report Builder, which allows me to create all reports that I wish.

Best regards,
Philipp

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