Is it at all possible using CRM 2011 and SSRS to generate a report on a single record, and only get results for that one record?
EDIT
Additional Info - Must Use:
Custom SSRS report
Custom entity in CRM
Here's a more specific link to your question: link. You're probably looking for pre-filtering (look for "3. Pre-filtering Element" in the link provided) if you want the report to be record specific (context sensitive).
Here's a link describing the 2 types of pre-filters (CRM 4.0 but the theory applies to CRM 2011): link. And here's an example of prefiltering in CRM 2011: link
I have done this successfully in CRM 2011 with a completely custom report made in BIDS, on a custom entity, with full context sensitivity.
Make sure to learn fetchXML as it's going to be the going forward technology for these reports. The existing reports are using SQL which make them bad examples to copy off of.
Here's an example on how to extract fetchXML from an advanced find: link It also has more information on pre-filtering.
Take a look a the report Account Overview.rdl. It could be executed for a single account record or multiple records.
See Reporting for Microsoft Dynamics CRM Using Microsoft SQL Server Reporting Services
Create an embedded connection to the CRM database engine for the environment you want to target.
Create an embedded dataset to query the current record. This going to be kind of weird since experience will tell you that you are going to get tons of records, but because of the clunkiness behind CRM it will actually only get the current record. For example, if you wanted to get the current quote you would use "SELECT quoteid FROM FilteredQuote AS CRMAF_Quote"
Add a parameter to store the reference to the entity you just queried. In keeping with this example I created #QuoteFilter which is type text, could store multiple values (even though that's not what we're using it for), and gets its default value from the dataset in step 2. Also, probably ought to make this hidden since GUIDs aren't end user friendly.
Finally, use the parameter discovered in the where clause of the other datasets. For example, a search on quote products for the current quote would look something like SELECT * FROM FilteredQuoteDetail WHERE (quoteid = #QuoteFilter)
As a final note, you should keep in mind that CRM loves to remember everything even when you don't want it, too. On one of my reports I messed up my datasource and CRM was forever convinced that the report should run against all records. I fixed my datasource, but uploading the report did not trigger a refresh and correct the problem. In the end, I deleted the report from CRM, created a new one, uploaded the same exact file with no changes, and everything worked. Go figure.
Related
I have crystal report that was working before database upgrade. It is only one report that doesnt work. So I would not think of a driver issue.
I am able to test this report using CRs client tools, design and then preview. The preview does not bring any data. A single parameter is used and I am sure there is data because the data is retrieved if I create a new crystal report and also verified the SQL. (So there is no question about the no data or any missing links -- its a simple view).
This cannot be a driver issue as well, as all other old reports still work.
Have also tried deleting all the field's from the report, then add a single/simple new table and preview, still no data is showing.
Are there any logs inside crystal to investigate ? have tried ODBC.logs doesnt help as doesn't say what happens inside crystal reports after retrieving the data from database.
Thanks.
Zain
I've had this problem multiple times where my report comes up with empty fields. This may not be your cause, but what fixes it for me is to make sure that the dataset/table matches is referred to by the same name everyplace. In the xxxxxxDataset.xsd file, that table that's pictured should be the same name that's used in the function GetData() As System.Data.DataSet in your .NET object that uses the stored procedure to get the data. (You may call your function something other than GetData().) So try changing the ds.Tables(0).Tablename = "xxxxxxxTable" to match what the table in the xsd file is called.
Whenever I construct a report that uses an embedded dataset and try to use a parameter (such as #StartDate and #EndDate), I receive an error that states I must declare scalar values. However, this error only comes up if I set a data source that uses the "credentials stored securely in the report server" option. If I set the data source to use "Windows integrated security," I do not receive the error.
I am at a complete loss. These reports need to be accessed by a large amount of people. We have granted them "browser" privileges through an Active Directory Group through SSRS, including the data sources.
What is the best way to proceed? Is there an easy fix?
I generally deploy with the option already set by going into the Data Source and choosing 'Log on to SQL Server' section > 'Use SQL Server Authentication'> (Set your user and settings). When you use a windows user as your main user after you deploy there could be issues.
The other question would be does this work correctly at all times in Business Intelligence Development Studio, BIDS, and just not on the server? It is very interesting a permission issue alone would cause a scalar error to return. Generally when users have to get to the report they may still get the error but not storing the credentials merely asks them for credentials. It would help more to know the datasets and what they are returning or supposed to be returning. Generally a Start and End are typically defined as 'DataTime' in SSRS and are in a predicate like 'Where thing between #Start and #End' and there data is chosen from a calendar by a user. If you are binding them to other datasets and there is the possibility of a user selecting multiple values that could present an issue.
I took a look at the data source that had been set up by our DBA. It was set up as an ODBC connection. I changed it to Microsoft SQL. It works now. I do not understand why and would appreciate if a more seasoned individual might explain.
We are in the process of migrating our reports from Crystal Reports to SSRS. In Crystal Reports we use variables to dynamically generate our filenames so when the report gets sent out via email, the file has the report name and execution date. (e.g. MonthlyReport09-07-2012.xls).
Is this possible in SSRS? I don't see any straightforward approach to using variables in the filename when subscribing to a report. This could prove troublesome when sending multiple reports with the same filename to the same person because it would be difficult to discern which report is which.
Any help is greatly appreciated. Thank you SO.
There is no feature in SSRS as such but there is a work around for this. You have two options
Option 1:
Instead of emailing it directly first dump the file in fileshare location which can be something like \machine-name\ExportReports\ReportName\ then create a windows job which renames the file to the format you want and emails it in the next step.
Option 2:
Refer to this blog what you want starts from section "Generate a PDF output file programmatically" now you can use this in an assembly then have some scheduling mechanism which picks up the schedule. This then calls the DLL which generates the report and emails it.
Use #timestamp in the name of the file and it will translate at run time.
You cannot specify the report filename in a standard subscription in Reporting Services.
If you have Enterprise edition (or SQL 2012 Business Intelligence edition) you can use the Data-Driven Subscriptions features that allows you to specify the report filename (and other properties) based on data retrieved from a table.
If you have Standard edition, then your options are either of the ones suggested by Bhupendra, or you could look at scripting the report generation using the "rs.exe" utility supplied with Reporting Services and use Database Mail and SQL Server Agent to handle the emailing and scheduling.
This post looks pretty old , but better late then never ...
There are some tools on the market , which can run SSRS reports : CRD, R-Tag and RemiWare
These are Desktop tools but I guess you are not looking to replace SSRS , just to extend it.
I am not sure about the CRD and RemiWare , but R-Tag supports data driven reports and dynamic names. It also can be used with Standard license.
I was able to automate the emailing and change the file name by looping thru a table of accounts, invoices and emails, then setting the parameters and renaming the reportname and pathname in catalog be execution at the end of the after the execution I did a wait for 2 seconds then when to the next loop. I the end I set the path and name back to orginalname. Performed well.
#timestamp works for Windows File Share as answered by Chris.
For Email deliveries, you could use:
#ReportName -specifies the name of the report.
#ExecutionTime - specifies when the report was executed.
For more details- MS Docs
You can do this by changing the filename directly from the table [ReportServer].[dbo].[Catalog]
Make sure to add a forward slash to the Path
For e.g. I created a SQL Job that ran every night before the report and added the date to the filename.
Sample Job (replace [ItemID] corresponding to your Report):
DECLARE #PREFIX CHAR(25) = 'REPORT_NAME_';
DECLARE #SUFFIX CHAR(8) = CONVERT(CHAR(8),GETDATE(),112);
DECLARE #VARNAME CHAR(33) = CONCAT(#PREFIX,#SUFFIX);
DECLARE #VARPATH CHAR(34) = CONCAT('/',#PREFIX,#SUFFIX);
UPDATE [ReportServer].[dbo].[Catalog]
SET
[Name] = #VARNAME,
[Path] = #VARPATH
WHERE [ItemID]='63D051EE-3139-4F50-ADBB-1C944F3D5D47';
I'm fairly new to using the Birt Report Designer and need to figure out how to generate a report from a SQLite database. I have suceeded in getting it to connect to the DB but am now unsure how to generate a report and the tutorials that I have found aren't of much help so far.
I have a template that was given to me by my employer that has a few fields, I'm wondering if these fieldnames (in the template) are supposed to match field names in the DB.
Also, when I go to Run->View Report-> As PDF I am unsure what I am supposed to enter for the field "User Key", does this correspond to a table name in the DB or something along these lines?
As of now, I have tried entering a table name but just a blank report is generated.
If anyone can point me to a good resource or help with this I would greatly appreciate it. Thanks
There are two books i could really advice:
BIRT - A Field Guide to Reporting
Integrating and Extending BIRT
and the Eclipse Help containing BIRT documentation.
I suppose the User Key could be report parameter (listed in Data Explorer window), which is passed to Data Set to select appropriate data. If I'm guessing right, check within a Data Set editor ("Parameters" tab and "Query" tab) where the User Key parameter goes in - probably to one of the table field in a WHERE clause. Parameters in a query are represented by question marks: SELECT * FROM fooTable WHERE barColumn = ?. Hope tracking this would lead to find out, what to enter to the parameter.
Additionally, ensure if your Data Set(s) is(are) connected correctly to your SQLite Data Source ("Data Source" tab in a Data Set editor).
Being as new as you are to BIRT, I would suggest building a couple of reports with the sample DB (Classic Models). There are many, many samples out there for you to use as a guide. Additionally, most tutorials will use the Classic Models data so you can follow right along. After you create a couple of practice reports (this should not take more than 30-45 minutes) the template you have been given will likely make A LOT more sense and allow you to make progress almost immediately.
If you are looking for a nice collection of tutorials and samples, be sure to check out Birt Exchange for Dev Share (samples) & tutorials.
As for the "User Key" this is almost certainly a report-level parameter used to filter the data set (as the previous answer points out).
Good Luck!
I am using Crystal Reports 8.0.1.0 and have an OLEDB connection set as "favourite".
We have several reports being run against a few stored procedures on the database.
Our database is an SQLExpress 2005 named instance.
One of the reports deals with balance, i.e. we have to provide a balance report for a specific company or set of companies.
The customer, however, has specifically asked us to have a separate section to be the last one for a specific economic account typology and in order to do this, we have to separate this one from the others which are instead displayed using two parallel subreports.
Hence our structure should be like follows:
GENERAL HEADING
PATRIMONIAL STATE
...data...
ECONOMIC COUNTS
...data...
THIRD-PARTY EFFECTS
...data...
The first two sections below the general heading are achieved with two parallel subreports, so now we have to display the third section.
Is it clear up to now? Well, as you may well be aware, CR subreports require you to set the database location, regardless if you have set one up already for main report.
The problem, however, is that if I try to set the location pointing to our stored procedure(which returns ALL the data for the balance report), the first time it will display the message in subject, and the second time again, but this time it'll also crash.
Our stored procedure has a parameter and both previous subreports(the ones in parallel) are set to the same SP and are working flawlessly.
This crash makes it impossible for me to work on the third section and I'm pretty much at loss as to what would be the best approach to solve the issue at hand.
Any ideas/suggestions?
I would love to receive your answers and I hope my problem was clear enough(I'm very willing to further delve into it for clarification if ever needed).
Thank you so much for your time,
Andrea Raimondi
Geez... changing the connection from OLEDB to SQLServer it correctly fetches the rowset and doesn't crash!
I am speechless.
Andrew