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Microsoft Dynamics CRM (Archived)

Add an SSRS report to an Account form

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ReportReport
Posted on by 12,161

Hi,

I need to embed an SSRS report that I have created that shows Sales Totals for an Account to the Account form.

How can I do this?

Thanks.

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  • Joe Woltering Profile Picture
    Joe Woltering 12,161 on at
    RE: Add an SSRS report to an Account form

    Just a blank white space where the report should be.

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Add an SSRS report to an Account form

    Does not work means... script error, serverside error - what is it. It's hard to help without additional information.

  • Joe Woltering Profile Picture
    Joe Woltering 12,161 on at
    RE: Add an SSRS report to an Account form

    This solution does not work for 2016

  • Joe Woltering Profile Picture
    Joe Woltering 12,161 on at
    RE: Add an SSRS report to an Account form

    Not from the blog post but from the resource page itself. It does say client-side so perhaps not a big deal. I'll give it a shot and post back my results.

    Thanks!

    "This solution lets you add Reports on Dashboard or Forms of CRM 2011. Out of box, Dashboards provides capability to add Charts, Lists, Web Resources and IFrames.

    With the use of Web Resource, this solution lets you add Report control on dashboard.

    Note that it does some client side Un-Supported dom manipulation to render the report in clean and nicer way. Here's the screenshot on how it looks:"

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Add an SSRS report to an Account form

    Joe,

    I don't remember breaking changes since 2011 times that should cause inapplicability of suggested approach.

    Can you please quote piece from provided post that states that approach suggested uses something unsupported? I doublechecked but was not able to find anything.

  • Joe Woltering Profile Picture
    Joe Woltering 12,161 on at
    RE: Add an SSRS report to an Account form

    Hi Andrew,

    The link you provided is for 2011. I am on 2016 (which I stated in the OP). Do you think that would still be relevant? I am also looking for a supported method as that solution blatantly states that it uses unsupported dom manipulation.

     

    Thanks.

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Add an SSRS report to an Account form

    Hello Joe,

    Have you tried to find an answer online before posting question here? This is one of dozens of articles I found using search engines - practical-crm.blogspot.com/.../embedding-reports-in-form.html

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