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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / custom report
Microsoft Dynamics RMS (Archived)

custom report

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ReportReport
Posted on by Community Member

I would like to print reports showing customer discounts and a report that would allow printing of the customer address.

Has a custom report been developed for those needs?

We are using RMS 2.0.0162.

Thank you

Carol Smith

Just Fare Market

920-322-3334

*This post is locked for comments

  • Suggested answer
    TheNeos Profile Picture
    TheNeos 1,345 on at
    RE: custom report

    hello,

    This report works in RMS 2.0.0105 and shows the full address discounts% balance etc.

    shows in Custom or Memorized. Copy it in Notebook and save as UTF-8 with .qrp extension to your Reports folder.

    Name: Custom - Customer List w Addr & Disc.qrp, or, Memorized-Customer List w Addr & Disc

    I hope it works for you

    //--- Report Summary --- //

    Begin ReportSummary
       ReportType = reporttypeCustomer
       ReportTitle = "Customer List w Addr & Disc"
       PageOrientation = pageorientationLandscape
       WordWrap = False
       ShowDateTimePicker = False
       OutLineMode = True
       Groups = 0
       GroupDescription = "Total"
       DisplayLogo = False
       LogoFileName = ""
       ProcedureCall = ""
       PreQuery1 = ""
       PreQuery2 = ""
       TablesQueried = "FROM Customer WITH(NOLOCK)"
       SelCriteria = ""
       GroupBy = ""
       SortOrder = ""
    End ReportSummary


    //--- Title Rows ---//

    Begin TitleRow
       Text = "<Store Name>"
       Font = "Arial"
       FontBold = True
       FontSize = 16
       Color = "Blue"
    End TitleRow

    Begin TitleRow
       Text = "<Report Title>"
       Font = "Arial"
       FontBold = True
       FontSize = 12
       Color = "Black"
    End TitleRow

    Begin TitleRow
       Text = "As Of: <Report Date>"
       Font = "Arial"
       FontBold = True
       FontSize = 10
       Color = "Black"
    End TitleRow


    //--- Filters ---//

    Begin Filter
       FieldName = "Customer.AccountNumber"
       FilterOp = reportfilteropGreaterEqual
       FilterLoLim = "1"
       FilterHilim = "1"
       FilterNegated = False
       FilterConnector = reportfilterbooleanconAND
    End Filter

    Begin Filter
       FieldName = "Customer.AccountNumber"
       FilterOp = reportfilteropLess
       FilterLoLim = "6"
       FilterHilim = "6"
       FilterNegated = False
       FilterConnector = reportfilterbooleanconAND
    End Filter


    //--- Columns ---//

    Begin Column
       FieldName = "Customer.AccountNumber"
       DrillDownFieldName = "Customer.AccountNumber"
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Account #"
       VBDataType = vbString
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1250
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.Company"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Company"
       VBDataType = vbString
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 3043
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.Address"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Address"
       VBDataType = vbString
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 2962
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.City"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "City"
       VBDataType = vbString
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1155
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.PhoneNumber"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Phone #"
       VBDataType = vbString
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1888
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.AccountBalance"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Balance"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1168
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.LastVisit"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Last Visit"
       VBDataType = vbDate
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1603
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.FirstName"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "First Name"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1386
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.State"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "State"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 761
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.LastName"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Last Name"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1562
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.Zip"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Zip"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1562
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.FaxNumber"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Fax #"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1114
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.AccountOpened"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Opened"
       VBDataType = vbDate
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 774
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.TotalVisits"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Total Visits"
       VBDataType = vbLong
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1060
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.TotalSales"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Total Sales"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1182
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.TotalSavings"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Savings"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1032
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "CurrentDiscount"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Discount"
       VBDataType = vbDouble
       Formula = "Customer.CurrentDiscount / 100"
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 856
       GroupMethod = groupmethodNone
       ColFormat = "0.00%"
    End Column

    Begin Column
       FieldName = "Customer.CreditLimit"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Credit Limit"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1114
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "CustomerAvailable"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Available"
       VBDataType = vbCurrency
       Formula = "Customer.CreditLimit - Customer.AccountBalance"
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 910
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.AccountTypeID"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "CH"
       VBDataType = vbBoolean
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 462
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "CustomerPriceLevel"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Price Level"
       VBDataType = vbString
       Formula = "CASE Customer.PriceLevel WHEN 0 THEN 'Regular' WHEN 1 THEN 'Level A' WHEN 2 THEN 'Level B' WHEN 3 THEN 'Level C' END"
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1046
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.TaxExempt"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Tax Exempt"
       VBDataType = vbBoolean
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.GlobalCustomer"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Global Customer"
       VBDataType = vbBoolean
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "Customer.CustomText1"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Sales Reps"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomText2"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Text 2"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomText3"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Text 3"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomText4"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Text 4"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomText5"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Text 5"
       VBDataType = vbString
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomDate1"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Date 1"
       VBDataType = vbDate
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomDate2"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Date 2"
       VBDataType = vbDate
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomDate3"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Date 3"
       VBDataType = vbDate
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomDate4"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Date 4"
       VBDataType = vbDate
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomDate5"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Date 5"
       VBDataType = vbDate
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomNumber1"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Number 1"
       VBDataType = vbDouble
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomNumber2"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Number 2"
       VBDataType = vbDouble
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomNumber3"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Number 3"
       VBDataType = vbDouble
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomNumber4"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Number 4"
       VBDataType = vbDouble
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

    Begin Column
       FieldName = "Customer.CustomNumber5"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Custom Number 5"
       VBDataType = vbDouble
       Formula = ""
       ColHidden = True
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1087
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftCenter
    End Column

  • Kevin Antosh Profile Picture
    Kevin Antosh 1,649 on at
    RE: custom report

    Hi Carol!  I will ask our tech team and see if we already have a report like that created. If we do, I'll have Gary from our Minnesota office get in touch with you. Thanks!

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