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Move SSRS report categories from environment to another

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Posted on by 863

Hello,

I have SSRS reports that have different categories and I was able to find a way to add new categories options as per the below blog post:

Dynamics 365: Organize Reports with Custom Report Categories and Views - The Marks Group | Small Business Consulting | CRM Consultancy

I was trying to create a view for each category, however, my main concern is if I want to move the reports to a different environment how can i migrate the same categories that was added on the development environment?'

Report Related Category (ReportCategory) table/entity reference (Microsoft Dataverse) - Power Apps | Microsoft Learn

Additionally, I found a way to create a view filtered by report related entity as follows:

pastedimage1673939553061v1.png

But couldn't find the related entity I am integrating with to filter it up and also it is not possible to add a relationship with the entity.

What is the easiest way to accomplish the above requirements?

Any help is greatly appreciated.

Best regards,
EBMRay

  • EBMRay Profile Picture
    EBMRay 863 on at
    RE: Move SSRS report categories from environment to another

    Yes it worked by amending changes to the picklist option and not by exporting table to do the import.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Super User on at
    RE: Move SSRS report categories from environment to another

    does it worked for the respective option?

  • EBMRay Profile Picture
    EBMRay 863 on at
    RE: Move SSRS report categories from environment to another

    Hello Amit Katariya007 ,

    The category is a picklist, not a table, so I used Option Set editor on xrmtoolbox and I was able to add the options I want.

    pastedimage1674196140050v2.png

    Best regards,
    EBMRay

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Super User on at
    RE: Move SSRS report categories from environment to another

    As Bipin suggested, Export the table and upload it on the destination environment.

  • EBMRay Profile Picture
    EBMRay 863 on at
    RE: Move SSRS report categories from environment to another

    Hello Bipin Kumar ,

    Have you had the change to check my last reply?

    Best regards,
    EBMRay

  • EBMRay Profile Picture
    EBMRay 863 on at
    RE: Move SSRS report categories from environment to another

    Hello Bipin Kumar ,

    I found the table in the fetch XML builder as follows:

    pastedimage1674023286917v1.png

    Basically, I need to migrate the category options.

    In the configuration migration tool, I was not able to find this table to include in the Master data.

    ReportCategory.png
    What would be an alternative to including it in the configuration migration tool?

    Your help is greatly appreciated.

    Best regards,
    EBMRay

  • EBMRay Profile Picture
    EBMRay 863 on at
    RE: Move SSRS report categories from environment to another

    Hello Amit Katariya007 

    The table exists on the dev environment as I found it on FetchXML builder and not from the tables in powerapps.

    Thank you.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,934 Super User on at
    RE: Move SSRS report categories from environment to another

    Hi,

    Report category table records need to be exported from dev and imported to your target instance

    learn.microsoft.com/.../reportcategory

    You can export excel and convert that into CSV to import to target instance

    Configuration migration tool can also be used to migrate these records

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Super User on at
    RE: Move SSRS report categories from environment to another

    Can u check once if have report category table on dev environment? And let me now what are the records in it.

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