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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Electronic Reporting - "Records to include" not available for my ER

(0) ShareShare
ReportReport
Posted on by 45

Hello community!
I am working on an ER (Electronic Reporting) on Dynamics 365, and I have a strange problem: I an not able to see the "Records to include" filter section in the dialog that I always had when I click "Run" on the format of the ER.

Ususally, I get it authomatically, and I don't have to do nothing. I've googled for a solution, but I can't find anything about it.

I tried some comparisons with another ER I made that has the "Records to include". The only differences I've found are:

- The ER with "Records to include" is based on a system table, while the one that does not work is based on a custom table

- The providers for the two ERs are different

...and I don't think they are connected to my problem.

I really hope someone will be able to help me with that. Thanks in advance!

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    moved to the d365 forum

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Andrea,

    Can you provide some additional details and ideally a screenprint that illustrates the issue?

    Many thanks,

    Ludwig

  • Andrea Casagrande Profile Picture
    45 on at

    Thanks for your reply, Dr. Ludwig.

    I don't know what can I provide as additional details to help understand the issue. I attach to this message two screenshots.

    withRTI.png
    In this first one you can see the first ER I have made: when you select the format and you hit the run button above, the dialog shows the filter "Records to include". And that's ok, that's what I want.

    withoutRTI.png

    This one is the second ER. As you can see when I hit the run button, there is no "Records to include" filter, and I don't understand why it is not available.
    The ER works, but my customer wants the filters, and I don't know why they are not there as it has always been..

    Let me know what else I can do to provide more details, thanks!

  • Blue Wang Profile Picture
    Microsoft Employee on at

    Hi Andrea,

    Please refer this thread, It's about SSRS, for ER you can try it:

    community.dynamics.com/.../1032539

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    Most of the time this is a parameter setting in your model.

    Please open the model and click the datasource, select the ask for query button in the middle

    8345.er.png

  • Andrea Casagrande Profile Picture
    45 on at

    Thanks! I didn't know about this switch... you literally saved me. It works!

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 512 Super User 2026 Season 1

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 386

#3
Adis Profile Picture

Adis 259 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans