How do I add a report to a solution or create a new system report in Power Apps?

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Posted on by CamParker

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Hi All,

In the old interface for customisation, I was able to create a report in the default or a new solution which I could then export and import into a different crm environment.

I can't see anywhere in the new PowerApps interface where I can do this.

I've read some partially conflicting advice on the ability to include reports in a solution:

This article (https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-reporting-to-app) states "Reports are solution aware. Adding a report as a component to a solution makes it become a single unit of software that extends Power Apps functionality and the user interface. Only reports that are visible to the organization can be added to solutions."

But this article (https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/customize-organize-reports) states "In Dynamics 365 Customer Engagement (on-premises), reports are solution aware. Adding a report as a component to a solution makes it become a single unit of software that extends Dynamics 365 Customer Engagement (on-premises) functionality and the user interface. Only reports that are organization owned or visible to the organization can be added to solutions."

Can anyone provide any advice on if it is still possible to add a report to a solution, or if not, what's a good way to transport reports between environments (TEST to PROD etc)

Thanks,

Cameron.

Categories:

Reporting and BI

Other

Development / Customization / SDK

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Community member 14 on at

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How do I add a report to a solution or create a new system report in Power Apps?

Hi Cameron,
As a Power Apps consultant, I've encountered similar challenges when transitioning reports between different CRM environments, especially with the updates in the PowerApps interface. It's important to note that while reports are solution aware, the process of adding and transporting them can vary based on your specific setup and the version you're working with.
In my experience, ensuring that reports are organization owned and checking the compatibility with your target environment are crucial steps. Additionally, consider the data dependencies and custom entities involved in the reports. For a smooth transition, it might be helpful to use the Power Apps Solution Checker for identifying potential issues before moving from TEST to PROD.
Hope this helps, and feel free to reach out if you have more specific queries or need further clarification!
Best,
Ivan Farafonov
CamParker 180 on at

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RE: How do I add a report to a solution or create a new system report in Power Apps?

Hi Again Lu Hao!

thanks for that info. It worked! I'm sure I tried all of this yesterday but couldn't see the reports I created in the list of reports I could add to a solution... not such issues today
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LuHao 40,866 on at

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RE: How do I add a report to a solution or create a new system report in Power Apps?

Hi CamParker,

Yes, there is really no reporting component in the PowerApps interface, so you cannot create system reports in it.

But you can add a report to a solution.

In the PowerApps interface, go to Solutions and open a custom solution.

Click Add existing > Report, select reports and add them. Finally publish all customizations. The report is added to the solution.

To create a system solution, you could do it through the OOTB report editor, without having to enter the new or old interface for customisation.

Edit a report (you could edit it through Advanced Find), on the Administration tab, see if Viewable By is set to Organization. If it is Organization, then this report is a system report and can be added to the solution.