SSRS Won't run on current record

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Posted on by Mike Denovellis

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Hi, I'm running CRM 2013 on-premise. I've designed a number of SSRS reports without any hitches; however today I'm having difficulty with a report that I want to run on selected incident records.

For my Dataset properties, I have the following query:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="incident" enableprefiltering="1" prefilterparametername="CRM_FilteredIncident">
<attribute name="incidentid"/>
<attribute name="customerid"/>
<attribute name="responsiblecontactid"/>
<attribute name="title"/>
<attribute name="createdon"/>
<attribute name="ownerid"/>
<attribute name="ticketnumber"/>
<attribute name="sysit_scheduledfor"/>
<attribute name="sysit_jobtype"/>
<attribute name="description"/>
<attribute name="sysit_engineernotes"/>
<attribute name="prioritycode"/>
<attribute name="caseorigincode"/>
<link-entity name="account" from="accountid" to="customerid" alias="ab">
<attribute name="sysit_contracttype"/> 
</link-entity>
</entity>
</fetch>

However, when I open incident records, I'm not being given the option to run the report on the current record. It will only allow me to run the report on all records. Where am I going wrong?

I assume it's related to this specific bit of code in some way:

<entity name="incident" enableprefiltering="1" prefilterparametername="CRM_FilteredIncident">

I have used the following variations, but none of which have worked:

<entity name="incident" enableprefiltering="true" prefilterparametername="CRM_FilteredIncident">

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

<entity name="incident" enableprefiltering="true">

Any assistance you can provide would be greatly appreciated.

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ScottDurow 21 on at

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Hi,

Make sure that the report is defines as being available on Record forms in the report properties.

Also - you might try creating a report using the Report Wizard for cases and then looking at the automatically generated report and comparing it with your own one. I've found this to be a very useful technique.

Hope this helps,

Scott

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Suresh Sorde 1,077 on at

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Please verify you have selected "forms for related record types"
in Categorization area of Display in

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Mike Denovellis 105 on at

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It is, thanks though.

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Mike Denovellis 105 on at

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Thanks for the suggestion Scott. I hadn't thought about running the Report Wizard. Have done so now, compared the code (very similar), copied the code from the report created from the Report Wizard into my original report, and it's still not working. Bizarre!

I'm just going to amend the report I created as a test from the Report Wizard. I'll post to confirm it's worked ok.

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Royal King 27,686 on at

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The easiest way to fix this issue is create report using report wizard for the same entity where you want to run your custom report , once created edit the report and upload your rdl file by choosing existing file.

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ScottDurow 21 on at

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Is your report a child report - if it is be aware that the CRM_URL parameter will not be populate automatically - you need to pass it as a child report parameter.

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Eccountable 10 on at

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In my experience, if I first create the report without having the "Display In" field = "Forms for related record types" and "Lists for related record types", then CRM will never show this report option on the form under "Run on Current Record". The only way I could fix this was to delete the report from the system and re-import it with the correct settings for "Display In". This has been true for the last few versions of CRM, including CRM 2016 Online.

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gkinstler on at

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@Nelson - You are correct! Thank you! I was having the same problem, but I think when I originally created the report file in CRM, it was not set to show in Forms or View of Related Records. So, I simply created another report record, making sure to include those options in the "Show Report In" field, then uploaded the same custom report. IT WORKED! THANK YOU!

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Joe Woltering 12,163 on at

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Hello all,

Currently hitting this error On-Prem (8.2.2). I have tried all listed above and no matter what it still drops the report into 'Run on ALL records'. It is an SSRS .rdl file which I am uploading.

Halp?

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Community Member on at

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Same issue here with On-Premise 2016. Nelson's suggestion worked for me.

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