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To create the SSRS excel report in f&o

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Posted on by Dineshkarlekar

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I need to create the excel report from ssrs report , when i generate it should generate the downlodable excel file in download without opening .

can anyone help me on this how to implement this ,

which classes will envolved and should I need report design .

can anyone guide me on this i am getting the data from purchase order.

thanks,

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Dynamics 365 Project Operations

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Adis 6,069 Super User 2025 Season 2 on at

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Hi,

Just out of curiosity. Can you tell me why you dont use electronic reporting (ER) for such a report?

I am just wondering why people use SSRS and not ER, which doesnt mean ER is better. Both has its place.

Kind regards, Adis

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Jonas "Jones" Melgaard 4,986 Most Valuable Professional on at

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Just to add to what Adis said, Microsoft has announced the removal of SQL Server Reporting Services from SQL server 2025, so while it might not affect F&O in the short run the writing is on the wall in terms of deprecation of SSRS.

If I were you I'd try to avoid creating new SSRS reports.

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Martin Dráb 237,967 Most Valuable Professional on at

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The web server running in Azure can't connect to user's machine and put a file to the Download folder. What could happen is that the file is given to the user for download and the user may have the browser configured to automatically download files to that folder.

Of course, it requires that the report is generated in user's session, but often users want to run reports in a batch, especially if it's a periodic report ("I want the data ready just before the shift starts") or it's long-running. A better way may be storing the file at a location where users can access it (and download it from if needed), i.e. the print archive.

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Dineshkarlekar 1,836 on at

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hi @Adis @Jonas "Jones" Melgaard,

can you please provide me link if i have to use electronic report .

Do you think it is not possible with ssrs ?

i am using visual studio 2019.

thanks,

Dinesh

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Dineshkarlekar 1,836 on at

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hi Martin

Thanks for reply ,

Should i use the same classes which i use to develope the ssrs report the the report design .

Is it all same except the print to excel code which i am using to convert the report in to excel file .

I will provide it download path file location. please guide me on this.

thanks,

Dinesh.

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Dineshkarlekar

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hi everyone,

I have done code , i need to get the report open on front end in excel format ,

please let me know where i have to correct in the code.below is my code.

 class summaryReportController  extends SrsReportRunController
{
    // Main method to trigger the report generation
    public static void main(Args _args)
    {
        summaryReportController controller = new summaryReportController();
        controller.parmReportName(ssrsReportStr(summaryReport, Report));  // Specify the report name
        controller.startOperation();
    }

    // Override startOperation to customize report export behavior
    public SysOperationStartResult startOperation()
    {
        SrsReportRunController controller = new SrsReportRunController();
        SRSPrintDestinationSettings printSettings;
        SRSProxy srsProxy = new SRSProxy();
        str reportNameExcel = 'PurchLineExcel.Report';  // SSRS report name
        str fileName = 'PurchaseLines.xlsx';      // Excel file name
        System.Byte[] reportBytes;
        System.IO.MemoryStream memoryStream;

        // Set the report name
        controller.parmReportName(reportNameExcel);

        // 1. Configure print destination for Excel
        printSettings = controller.parmReportContract().parmPrintSettings();
        printSettings.printMediumType(SRSPrintMediumType::File);  // Output to file
        printSettings.fileFormat(SRSReportFileFormat::Excel);  // Excel file format
        printSettings.overwriteFile(true);  // Overwrite if file exists
        printSettings.parmFileName(fileName);  // Set file name


        Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[] paramArray;
        paramArray = new Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[0]();

        // 2. Render the report as byte array
        reportBytes = srsProxy.renderReportToByteArray('PurchLineExcel.Report', // report design name
                                                        paramArray,
                                                        SRSReportFileFormat::Excel,
                                                       'PurchaseLines.xlsx'
                                                       );

        // 3. Send the Excel report to the client
        if (reportBytes)
        {
            memoryStream = new System.IO.MemoryStream(reportBytes);

            File::SendFileToUser(
                memoryStream,
                fileName,
                'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
            );
        }
        else
        {
            error("Failed to generate the Purchase Line report.");
        }
        return 0;
    }

}

class SummaryReportDP extends SrsReportDataProviderBase
{
    PurchLine                purchLine;
    PurchTable               purchTable;
    SummaryReportTemp    summaryReportTemp; // Temporary table to store report data
     
    
    [ SRSReportDataSetAttribute(tableStr(summaryReportTemp)) ]
    public  summaryReportTemp getsummaryReportTemp()
    {
        return summaryReportTemp;
    }

    public void processReport()
    { 

        Map                     poSummaryMap = new Map(Types::String, Types::Record);
        summaryReportTemp   tempRec;
        str                     key;

        // Step 1: Aggregate quantities, prices, amounts per PurchId
        while select purchLine
            join purchTable
            where purchTable.PurchId == purchLine.PurchId
        {
            key = purchLine.PurchId;

            if (poSummaryMap.exists(key))
            {
                tempRec = poSummaryMap.lookup(key);
                tempRec.PurchQty    += purchLine.PurchQty;
                tempRec.LineAmount  += purchLine.LineAmount;
                tempRec.PurchPrice  += purchLine.PurchPrice;
            }
            else
            {
                tempRec.clear();
                tempRec.PurchId     = purchLine.PurchId;
                tempRec.PurchQty    = purchLine.PurchQty;
                tempRec.LineAmount  = purchLine.LineAmount;
                tempRec.PurchPrice  = purchLine.PurchPrice;
                tempRec.VendorId    = purchTable.OrderAccount;
                tempRec.VendorName  = VendTable::find(purchTable.OrderAccount).name();

                poSummaryMap.insert(key, tempRec);
            }
        }

        // Step 2: Insert aggregated records into the temp table
        MapEnumerator enumerator = poSummaryMap.getEnumerator();
        while (enumerator.moveNext())
        {
            tempRec = enumerator.currentValue();
            tempRec.insert();
        }
    }

}

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Martin Dráb 237,967 Most Valuable Professional on at

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You forgot to tell us what problem you have with your code.

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Dineshkarlekar 1,836 on at

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Hi @Martin Dráb ,

I am getting this error can you help me how can i open the report on the screen , i am not getting like what path i have to put here

reportBytes = srsProxy.renderReportToByteArray('PurchLineExcel.Report', // report design name paramArray, SRSReportFileFormat::Excel, 'PurchaseLines.xlsx' );

The menu item with name summaryreport could not be opened.

The path of the item 'summaryReport.Report' is not valid. The full path must be less than 260 characters long; other restrictions apply. If the report server is in native mode, the path must start with slash.

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Martin Dráb 237,967 Most Valuable Professional on at

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Your code and your requirement don't match at all. The method renderReportToByteArray() has nothing to do with opening the report on the screen; its purpose is to store the rendered report in memory (technically in a byte array), so you can later give it to the user for download.

Also, please give us more information about the error, such as the stack trace of the exception.

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Adis 6,069 Super User 2025 Season 2 on at

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Hi,

To answer your question, it is achievable through SSRS and its nothing wrong with it.

ER reporting gives you some benefits (and also drawbacks tbh).

Designing of the format (excel) is much easier in ER.

Changes are done within the application, no need for releases. So anything that is not specified by the user\consultant is forgiven as you dont have to deploy anything.

You need to know how it works.

Something that helped me a lot to understand was this video

Electronic Reporting & Business Documents for Beginners in D365 Finance & Operations

Kind regards, Adis

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