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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to show SSRS Repor...
Finance | Project Operations, Human Resources, ...
Answered

How to show SSRS Report for a specific legal entity

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Posted on by D365FO DEV 400
Hello, i have 2 legal entities, company1 and company2 in dynamics 365 F&O
I have an ssrs report that i want only to show it for company2 and  not for company1.
how it can be done?
  • Verified answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,556 Super User 2024 Season 2 on at
    How to show SSRS Report for a specific legal entity
    Hi D365FO ERP Developer,
     
    You can add like the below code on the start of your process Report method.
      changeCompany('Company2') //Default company is now 'Company2'.
  {
    CustTable custTable;
    while select custTable
    {
       //custTable is now selected in company 'Company2'.
    }
  }
    Note one should take into consideration that if you have contract parameters that read data from a non-shared table, you also need to fetch its data from the company2.
     
    Thanks,
    Waed Ayyad
     
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Layan Jwei Profile Picture
    Layan Jwei 7,264 Super User 2024 Season 2 on at
    How to show SSRS Report for a specific legal entity
    Hi D365FO ERP Developer,
     
    Did u check the suggestions provided by everyone?
    If you can give us more details please why the suggestions are not working or let us know if your issued is solved.
  • D365FO DEV Profile Picture
    D365FO DEV 400 on at
    How to show SSRS Report for a specific legal entity
    Hi rajborad,
     
    please note that both companies have the same country region.
  • Raj Borad Profile Picture
    Raj Borad 491 on at
    How to show SSRS Report for a specific legal entity
    Hi,
     
    You can use the country region code property of the Menu Item (Display/Action/Output) and set the visibality of the report based on code of the country.
     
    Thank you,
    Raj Borad
  • D365FO DEV Profile Picture
    D365FO DEV 400 on at
    How to show SSRS Report for a specific legal entity
    Hi WAEL
     
    can you provide source code if  i want to do it by code and not security role?
  • Waed Ayyad Profile Picture
    Waed Ayyad 6,556 Super User 2024 Season 2 on at
    How to show SSRS Report for a specific legal entity
    Hi,
     
    Is your issue resolved?
     
     
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,556 Super User 2024 Season 2 on at
    How to show SSRS Report for a specific legal entity
    Hi @​​​​​​​D365FO ERP Developer,
     
    You can do either by code using ChangeCompnany : By using this keyword you can change company any time and retrieve data from specific company (company2) in your case.
    Or you can create Security role for your report and use User Legal Entity Restrictions. You can check the below link:
     
    Thanks
    Waed Ayyad
     
     Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
  • Suggested answer
    MuthukumaranAX Profile Picture
    MuthukumaranAX 2,901 on at
    How to show SSRS Report for a specific legal entity
    One way is that you can insert the records which are related to specific legal entity to avoid other company information shown in the report.
  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at
    How to show SSRS Report for a specific legal entity
    One way is by using print management where from configuration itself this can be achieved. 
     
    Or you can do the roles and privilege configuration.
     
    Or you can directly set the condition from the code itself.
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,103 Super User 2024 Season 2 on at
    How to show SSRS Report for a specific legal entity
    Hi,
    Consider creating a dedicated SSRS report for this specific company and configuring it in Form Setup > Print management. This way, the document will run uniquely for this company, while other companies can continue using the standard SSRS.
    For projects, accounts receivable, and accounts payable, utilize Form Setup > Print management to configure SSRS or Business Document settings per company.

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