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

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Posted on by Andrea Casagrande

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!

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Andrea Casagrande 45 on at

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

Thanks! I didn't know about this switch... you literally saved me. It works!
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Ludwig Reinhard Microsoft Employee on at

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

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
Blue Wang on at

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

Hi Andrea,

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

community.dynamics.com/.../1032539
Andrea Casagrande 45 on at

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

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.

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.

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!
Ludwig Reinhard Microsoft Employee on at

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

Hello Andrea,

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

Many thanks,

Ludwig
Ludwig Reinhard Microsoft Employee on at

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

moved to the d365 forum