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Finance | Project Operations, Human Resources, ...
Answered

how modify SSRS reports in D365

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Posted on by 2,050

Greeting everyone i'm  trying to did some change on salesinvoice report (change design of report)

so i'm newbie on d365 by the way

after create my molde i didn't find (Application suite)

1563.ssrsd365.png

 

and is this right way to modify on SSRS report?

I have the same question (0)
  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at

    You can't add models to ApplicationSuite. You must create your own package for your model.

    You asked if this is the right way to modify an SSRS report - so far you haven't shared any information about any development work that would be related to a report. But if you don't yet have any custom model for the customizations that your company is implementing, then creating a new model is needed before you can make any customizations.

    However if your company already has some customization model, then you should use that.

    Seems you have already created "SalesInvoiceTest" package. Do you want to use that for your model? Anyway if this is a customer project, you should create a package with some better name.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    moved to the d365 forum

  • mohammed.mqi Profile Picture
    2,050 on at

    ok sorry

    this is development environment from life cycle and i have no idea about how to did that

    so after i did my modify on ssrs i need to move my customization to live that's was my plane

    so i flow this steps on linke

    https://daxsunil.weebly.com/blog/d365-operations-existing-ssrs-report-modification

    and yes i created a new model for testing but i need to did customization on original report  so then i stop

    anyway is there any guide to how do customization on original report (salesinvoice)

  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at

    Most likely there's a person who is responsible for development guidelines in your project. Please have a discussion with that person to clarify which package / model names to use. If there's no such person, please discuss with your project manager who should take that responsibility. There are many things in the development process which must be planned and someone must do that planning.

    Once you know that, you can create a new design for sales invoice report by following this documentation: docs.microsoft.com/.../customize-app-suite-reports-with-extensions

  • Blue Wang Profile Picture
    on at

    HI Mohammed,

    You cannot use "Select exsiting package".

    You should create new package and add reference model. After that , duplicate report and modify.

    docs.microsoft.com/.../customize-app-suite-reports-with-extensions

  • mohammed.mqi Profile Picture
    2,050 on at

    thanks all for info and how can i do modify on my custom package

    which i'v created before?

  • Blue Wang Profile Picture
    on at

    HI Mohammed,

    Please refer to the linked article.

  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at

    If you want to develop on a pre-existing package / model, just create a new project and when you see the dialog about which package to use, select your pre-existing package.

  • Pavankumar Soma Profile Picture
    on at

    Hello Mohammed,

    Please check link provided by Blue Wang and go through docs.microsoft.com/.../customization-overlayering-extensions for more details.

    Disclaimer: This post is my own opinion and does not necessarily reflect the opinion or view of my company or Microsoft.

  • mohammed.mqi Profile Picture
    2,050 on at

    so i flowed the steps now and when i try to build my report i got this error?

    errorreport.png

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