Run the SSRS report based on specific Entity Record

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Posted on by Krishna potdar

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Dear All,

i have implemented the SSRS report that is based on SQL query, i have deployed the same in the CRM instance(for the custom entity report has implemented).

now when i open the record for the custom Entity and when i click on Run report button,based on the particular opened Records value has to display in report level.

please can anyone guide me for the same with out using java script how we can do in Query level.

Regards,

Krishna.

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Mahadeo Matre 17,021 on at

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Hi Krishna,

You need to use prefilter for this. No need any javascript.

More details on pre-filter

technet.microsoft.com/.../dn531099.aspx

community.dynamics.com/.../195449

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Krishna potdar 317 on at

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Hi Mahadeo,

I have tried for that but in my SQL query i am using unoin so its not working for Both the queries.

Thanks for the Suggestion.

Regards,

Krishna.

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Iswarya 1,347 on at

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hi,

you want to run your report from specific entity means, create custom button in your specific entity form and call your report from button action.

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Krishna potdar 317 on at

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Hi Iswarya,

Thanks for the suggestion!

In requirement of that report Button is not allowed in the form level.

I have created the report using fetch XML and now it is working fine .

Regards,

Krishna.

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Vijayakumar Kenchug... 1,077 on at

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Krishna,

I do have a similar requirement to run FetchXML SSRS report on Quote entity based on the Quote Product selected. I have different templates of reports for each product. So, I have to call dynamically the report template specific to that product selected in Quote product. How do I make this happen? I appreciate your quick response. Thanks in advance.

Vijay

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Krishna potdar 317 on at

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HI Vijay,

Good Morning!

1) For the quote entity you need to mention(in fetch XML) enableprefiltering="1"

2) For the Quote product apply the condition like this in fetch XML (Quote equals @quote parameter)take one parameter in the report level for that mention name like "quote parameter" for that take we have to get values dynamically from query , right click on parameter which we have created ("quote parameter") and choose default value -->get values from query there we have to choose the data set name and choose as Quote Id for value field.

3)to run the report based on product and quote product as well, for that we need to choose in report area two entities (product and Quote product)

please try this once and let me know if you have queries

please mark as verified if its solves the above query,thanks in advance!

Regards,

Krishna.

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sandeepstw 4,601 on at

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Hi Krishna,

Use this article for CURD operations using JS in Dynamics CRM.

missdynamicscrm.blogspot.com/.../tips-and-trick-odata-crm-2011-2013.html

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Krishna potdar 317 on at

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Hi Sandeep,

Thanks for the suggestion!

i have implemented the report using the Fetch XML and its working fine.

Regards,

Krishna.

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Vijayakumar Kenchug... 1,077 on at

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Krishna, Thanks for your prompt response. My need is to generate SSRS report (something like run report on current record) on Quote Entity. I have different formats of Quote ssrs reports. Based on the product selected, the corresponding formatted ssrs report needs to be called.

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Krishna potdar 317 on at

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Hi Vijay,

May i know the Products are option set values or it's a kind of record which consist of all records?

Regards,

krishna

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