web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Reports edited in Report Builder do not export in solutions

(0) ShareShare
ReportReport
Posted on by 360

If I open up SSRS and edit a report through the Report Builder, any changes I make are not reflected when the report is exported as part of a solution. The changes do show up when I run the report.

Simple way to reproduce:

Create a new report in CRM using the report wizard, choose any entity.

Add a single column, for any field.

Save and publish the report to the organization.

Find the report on the SSRS page and select "Edit in Report Builder".

Change anything about the report, for example the column heading, and save. You will notice that running the report in CRM shows the changes.

Publish all customizations just to make sure.

Create a new solution, add the report to it, and export the solution. The exported report does not contain the changes. You can see this by either importing the solution, or unzipping the solution and editing the report itself directly in BIDS or Notepad.

Is this a bug, or am I doing something wrong? Editing the report in the report wizard, or by using BIDS, does not have this problem.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    Hi,

    I think the problem is that you are editing the report directly in SSRS when you should be opening the report record in CRM and using Actions-> 'Download Report' - then editing the rdl in Report Builder before uploading it again.

    hth,

    Scott

  • Egor Profile Picture
    360 on at

    I wasn't aware that editing directly through SSRS wasn't supported. I'm surprised though that the report does work fine in CRM, and any changes I make are reflected. The problem only appears when you try to export. Which raises the question of where and how does CRM keep two different copies of the report - the one that runs and the one that exports.

  • Verified answer
    ScottDurow Profile Picture
    21 on at

    Yes, there are two copies - one in CRM and one in SSRS because SSRS is simply the delivery mechanism that is pushed to when the report is added to CRM. The master is always in CRM and the SSRS one should never be edited directly.

    hth,

    Scott

  • Egor Profile Picture
    360 on at

    Ah, good to know. Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans