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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SSRS report run based ...
Microsoft Dynamics CRM (Archived)

SSRS report run based on account/contact

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Posted on by Krishna potdar 315

Hi,

1452.Account.PNG

I've created a SSRS report which runs on Custom Ribbon Button in Accounts and Contact Entity, that was created using SQL.

The SSRS report was in Reporting Server it was not deployed in the CRM due to some of the issues.

Now I want the Report to show only the data of that particular Account Number / Contact Number  Record ,on click of the Custom Ribbon Button.

In attached Screen shot Suppose Account Number : "Acc-000005" means only report has to run for that particular record other record information should be display.

please Suggest the answer for the above mentioned Query.

Thanks.

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  • Krishna potdar Profile Picture
    Krishna potdar 315 on at
    RE: SSRS report run based on account/contact

    HI Andrew,

    Thanks for the Suggestion.

    i will check and apply, as you informed.

    Regards,

    Krishna

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: SSRS report run based on account/contact

    As I mentioned in one of my previous replies you can use url to pass parameter inside your report. It is described here - docs.microsoft.com/.../pass-a-report-parameter-within-a-url

  • Krishna potdar Profile Picture
    Krishna potdar 315 on at
    RE: SSRS report run based on account/contact

    HI Iswarya,

    Thanks for your suggestion.

    I will try this and let you know.

    Regards,

    Krishna

  • Krishna potdar Profile Picture
    Krishna potdar 315 on at
    RE: SSRS report run based on account/contact

    Hi HenriquePalomo,

    Thanks for your suggestion.

    I will try the same and let you know.

    Regards,

    Krishna.

  • Krishna potdar Profile Picture
    Krishna potdar 315 on at
    RE: SSRS report run based on account/contact

    Hi Purushotham,

    The report which i have created it was not deployed in CRM instance so we cant get the Guid of the report.

    Regards,

    Krishna

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SSRS report run based on account/contact

    Hi Krishna,

    Please follow the links it will give more information

    community.dynamics.com/.../running-a-report-from-a-ribbon-button

    community.dynamics.com/.../run-report-from-custom-ribbon-button-for-selected-records

    Best Regards,

    Purushotham Boomireddy

  • Suggested answer
    Iswarya Profile Picture
    Iswarya 1,345 on at
    RE: SSRS report run based on account/contact

    Hi,

    to enable prefilter for sql report try this one

    community.dynamics.com/.../know-how-d365-ssrs-report-prefiltering-fetchxml-sql

  • Suggested answer
    HenriquePalomo Profile Picture
    HenriquePalomo 510 on at
    RE: SSRS report run based on account/contact

    You could do what I've told you before. Use pre-filtering inside your SSRS SQL query report. Google it, I've already done this before and worked perfectly for me.

    Regards.

  • Krishna potdar Profile Picture
    Krishna potdar 315 on at
    RE: SSRS report run based on account/contact

    Hi Andrew,

    Thanks for the suggestion for the attachment of screen shot .

    Java Script Code :

    function OpenReportURL()

    {
    debugger;
    var url="The URl of the reporting server to get the Report from the Report server configuration";
    window.open(url, null, 800, 600, true, false, null);
    }

    Parameter of the Reports

    Parameter.PNG

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: SSRS report run based on account/contact

    To attach screenshots you should click "Use Rich formatting" button under the message.

    Can you please post your JS and screenshots of your report parameters?

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