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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom Reports not fil...
Microsoft Dynamics CRM (Archived)

Custom Reports not filtering through CRM App

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Posted on by Community Member

Server Setup:

We have three main boxes configured for our CRM environment:

Box 1: CRM Application Server
Box 2: SSRS Reporting Server
Box 3: CRM Database Server

Custom reports are hosted using the CRM application. The corresponding report is visible on Box 2 in the ‘CustomReports’ folder. A very simple SQL query was written using the built in ‘Filtered’ views. (i.e. select * from FilteredAccount)

Problem:

When custom reports are run, results vary based on where the report is generated:
1) When a custom report is run directly on Box 2 (running directly from SSRS), data is returned as expected.
2) When the same custom report is run on Box 1 (running through CRM), only column headings are returned, no data is present.

Any help would be appreciated.

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    I would profile SQL Server (Box 3) to confirm the query that is executed on the DB in both the scenarios is the same and is hitting the correct DB server/instance.

    If the Query and the DB instance on which the query runs is correct (when the custom report is run on Box1), I would then start investigating issues with the custom report implementation/filters. 

  • Suggested answer
    Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    Hi JWhip

    Have you tried to delete and republish the report?

    technet.microsoft.com/.../dn531093.aspx

    You mentioned "A very simple SQL query was written ". Did you write the report using SQL Server Data Tools in Microsoft Visual Studio? Where you able to run the report and get results though Visual Studio.

    Remember also to check the CRM credentials. The report runs under SSRS but will return only data that the CRM user is allowed to see. If you can see data as a CRM system administrator, it's more like to be a CRM permission issue. Otherwise, you may want to check the SSRS data connection.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    We ultimately were able to have reports running through CRM by following this article: community.dynamics.com/.../ssrs-execution-account-needs-privusergroup.aspx

    which adds the executing account to the PrivUserGroup

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