News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) SSRS Report Issues

Microsoft Dynamics CRM (Archived)

SSRS Report Issues

(0) Share

Report

Report

Posted on by FallingThroughTheCr...

452

I have 2 issues I need help with.

They sound so simple but I am lost as soooo frustrated.

Issue 1:

I create a report in visual studio and use fetch xml with enableprefiltering. At this step I just have a simple report to show a few fields from the invoice. For shits and giggles I deploy it to Dynamics 365 Online by selecting New/Existing file, selecting my RDL and then selecting Invoices in Related Record Types. I can only see this new report in Reports, how do I get to see this report from the Invoices form "Run Report/Run on Current Record"?

Issue 2: (in Visual Studio)

All I am trying to do is to create a new invoice with the invoice, and invoice details.

I start with my fetch xml and changed the queries as per this link. I have gone over every single step in this link many many times and cannot find my issue.

http://www.powerobjects.com/2013/02/18/dynamics-crm-sub-report-not-displaying/

so I have 3 datasets, just link the article.

My second parameter is called invoiceid and I am linking it to the first query (as per the article). But each time it prompts me for the invoiceid, it will not grab the value from the first query.

I have tried changing the parameter to internal and hidden but those just fail as then there is no value.

Thanks for any hints or suggestions.

*This post is locked for comments

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Gary Letter 1,267 on at

Like (0)

Report

RE: SSRS Report Issues

Issue #1:

When you create the report, select "Forms for Related Record Types" and "Lists for Related Record Types" in the "Display In" box. This will make the report available to run from Forms and Views, respectively.

You need to do this when you initially create the report, so delete the existing report from the reports list in CRM, and create a new one with those options selected.

Issue #2:

You don't necessarily need to use subreports to create a CRM Invoice report. It might be easier to pull the invoice header and lines items with a single dataset query, using Fetch XML to join the line items. The example below is for a quote, but the syntax for an invoice query will be similar. The line items will be the detail rows in the report, grouped on the invoice ID.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="quote" enableprefiltering="1" prefilterparametername="CRM_FilteredQuote">
    <attribute name="name" />
    <attribute name="customerid" />
    <attribute name="statecode" />
    <attribute name="totalamount" />
    <attribute name="quoteid" />
    <attribute name="createdon" />
    <attribute name="totaltax" />
    <attribute name="totalamountlessfreight" />
    <attribute name="totallineitemdiscountamount" />
    <attribute name="totaldiscountamount" />
    <attribute name="totallineitemamount" />
    <attribute name="statuscode" />
    <attribute name="shippingmethodcode" />
    <attribute name="shipto_postalcode" />
    <attribute name="shipto_line3" />
    <attribute name="shipto_line2" />
    <attribute name="shipto_line1" />
    <attribute name="shipto_stateorprovince" />
    <attribute name="shipto_telephone" />
    <attribute name="shipto_name" />
    <attribute name="shipto_freighttermscode" />
    <attribute name="shipto_fax" />
    <attribute name="shipto_country" />
    <attribute name="shipto_contactname" />
    <attribute name="shipto_city" />
    <attribute name="willcall" />
    <attribute name="revisionnumber" />
    <attribute name="requestdeliveryby" />
    <attribute name="quotenumber" />
    <attribute name="discountamount_base" />
    <attribute name="discountamount" />
    <attribute name="discountpercentage" />
    <attribute name="pricelevelid" />
    <attribute name="paymenttermscode" />
    <attribute name="ownerid" />
    <attribute name="opportunityid" />
    <attribute name="modifiedon" />
    <attribute name="modifiedonbehalfby" />
    <attribute name="modifiedby" />
    <attribute name="freighttermscode" />
    <attribute name="freightamount_base" />
    <attribute name="freightamount" />
    <attribute name="exchangerate" />
    <attribute name="effectiveto" />
    <attribute name="effectivefrom" />
    <attribute name="expireson" />
    <attribute name="description" />
    <attribute name="transactioncurrencyid" />
    <attribute name="createdonbehalfby" />
    <attribute name="createdby" />
    <attribute name="closedon" />
    <attribute name="billto_postalcode" />
    <attribute name="billto_line3" />
    <attribute name="billto_line2" />
    <attribute name="billto_line1" />
    <attribute name="billto_stateorprovince" />
    <attribute name="billto_telephone" />
    <attribute name="billto_name" />
    <attribute name="billto_fax" />
    <attribute name="billto_country" />
    <attribute name="billto_contactname" />
    <attribute name="billto_city" />
    <order attribute="name" descending="false" />
    <link-entity name="quotedetail" from="quoteid" to="quoteid" visible="false" link-type="outer" alias="QuoteProduct">
      <attribute name="productid" />
      <attribute name="productdescription" />
      <attribute name="description" />
      <attribute name="quantity" />
      <attribute name="priceperunit" />
      <attribute name="extendedamount" />
            <link-entity name="product" from="productid" to="productid" link-type="outer" alias="Product">
            <attribute name="productnumber" />
            <attribute name="productid" />
            <attribute name="description" />
            </link-entity>
    </link-entity>
</entity>
</fetch>

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans