How to create and upload new rdl report for quote from copy of system quote report

(0) Share

Report

Posted on by Community Member Microsoft Employee

I want to create a new custom rdl report for quote in dynamic CRM online.

I just create a copy of the system report which is already present ,guide me to create new custom rdl report for quote , and how to upload it .

I want the report like this.Tell me the steps to create this.

*This post is locked for comments

All responses (4)

Answers (1)

Verified answer

Thomas David Dayman 11,323 on at

Like (1)

Report

RE: How to create and upload new rdl report for quote from copy of system quote report

You will need to go to your report in Visual Studio and create a Main Report & a Sub Report.

The main report you will need to add a table and add a Subreport Item inside one of the data rows

http://prntscr.com/f1r4b3

Trim the rows and columns so it looks like this:

http://prntscr.com/f1r4rl

in the dataset of the Main Report http://prntscr.com/f1r74a add:

<?xml version="1.0"?>

<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">

<entity name="quote" enableprefiltering="1">

<attribute name="quoteid" />

</entity>

</fetch>

Right click the Sub Report and in the General properties choose your sub report

http://prntscr.com/f1r7to

Now go to your Sub report and create a new parameter called QuoteID and add the Quote Guid you are using and add it as a default value.

http://prntscr.com/f1r981

The Sub Report would be the report you are working on now.

Then in your fetchxml for the subreport. Instead filtering by a specific Quote GUID, you will instead replace it with @QuoteID in your datasets

<filter type="and">

<condition attribute="quoteid" operator="eq" value="@QuoteID" />
</filter>

Now go back into the Main Report and right click the subreport and add this parameter:

http://prntscr.com/f1rbt3

Instead if you want to filter by the customer you can just edit above to look at accountid etc.

When it comes to uploading make sure to make the main report visible and hide the subreport. There will be a guide on how to upload the report somewhere.

Hopefully you can now run quote reports on specific customer accounts.
Suggested answer

Community Member Microsoft Employee on at

Like (0)

Report

RE: How to create and upload new rdl report for quote from copy of system quote report

I would suggest you to download the rdl file of report which looks like above.

To download report:

1. Select the Report

2. Click on Edit

3. Click on Actions and Select Download Report.

4. Once the file is saved, Open an existing report project and add this report in the project.

5. Open dataset and Datsource and make the changes.

6. To run the report on Quote record, Please use prefiltering:

social.microsoft.com/.../prefiltering-in-fetch-xml-ssrs-report

This will pass the current quote id to the report.

7. Create the new report and upload this report.

8. Make sure you select "Related record type" as "Quote" and "Display In" as "Forms of related records types"
Community Member Microsoft Employee on at

Like (0)

Report

RE: How to create and upload new rdl report for quote from copy of system quote report

I already have business intelligence tool for visual studio as well as report authoring extensions.

when i create a report in a visual studio ,like this

but i am getting the output like this

i want this for specific record for that,

How to pass the Quote id while running the report from crm website

and how to fetch that or write expression in report

please guide me how to proceed with this

Thank you for your response.
Suggested answer

MNarmeen 1,846 on at

Like (0)

Report

RE: How to create and upload new rdl report for quote from copy of system quote report

You have to install Business Intelligence Tools (Reporting Services) for Visual Studio and then connect your CRM with it. Then start designing the report on Visual Studio and deploy it on reporting server.