There is a requirement to name SSRS report dynamically when download from MS CRM. Is there any way to name the downloaded pdf file?
For e.g. If user downloads the pdf format for report, then it should be dynamically named according to CRM data.
Name will be like:
<Report Name>_<status of record>_<created on date>.pdf
Related
Is it possible to have SSRS's Report Manager display a report name that is not the .RDL file name?
I.E. I have a Report .RDL named "MyReportAboutSomeImportantStuff.RDL" but I want the Report Manager to display this user friendly as "My Report About Some Important Stuff."
Yes, it's possible. After deploying to the reportserver, you can browse to the report through Report Manager and use the "Properties" tab to manually change the displayed name of the report - e.g. inserting the spaces.
If you get sick of doing this by hand (and you will), it's also possible to script this and several other post-deployment operations using rs.exe. See TechNET: Scripting Deployment and Administrative Tasks
Barcode 39 is not display in the report that export from WEB SSRS to PDF file
I installed IDAutomationHD39C font in the SSRS SERVER and the client machine.
in the report I chose this font for the textbox.
in the Preview mode in the report and in the WEB SSRS the report is display correct with the barcode,
but if I tried to export the report from my application that in the IIS its export without the barcode.
Even if I export from the WEB SSRS to PDF the file without barcode.
I checked the property of the PDF file and I didn't see this font in the list, meaning the font is not embedded in the report.
I am looking for a free way to made the font be embedded in the report for I can see the barcode in the report that export from my application.
Can anyone help?
Thanks
I am new in dynamics CRM.
I have an rdl file which I extracted from Dynamics CRM 365 and I want to modify this report in SSRS.
Normally, I connect to SQL and am able to edit my reports, but in CRM it is different story.
I downloaded "Microsoft Dynamics 365 Fetch" for my Data Source in visual studio.
All tutorials talk about how to create a new report with fetchxml and they extract the fetchxml file from CRM with only one entity, but my report consists of more than one entity and I don't know if I can modify the report within the rdl file itself or I should extract the fetchxml file from CRM as well.
If I do need to extract this file from CRM, then how to get the xml file of this specific report with all entities in the report.
If you have installed the D365 Fetch component, you should be able to create a new report project in Visual Studio and add your downloaded RDL file as an existing file
Reports can contain many datasets Each dataset represents a FetchXml query
You can build your query in the report, but it is recommended to use Advanced Find in CRM to build your query (with one or more entities) and then download the FetchXml. This can then be pasted into your rdl's dataset's query text
When complete, you can build your reports and upload the compiled report to CRM. I recommend creating a new report so you don't overwrite your existing report until you are sure it works as expected
Is there a way to have SSRS generating reports in PDF format instead of rdl?
In addition, is there a way to instruct SSRS to save the generated reports into a specific folder (different from the default)?
I have downloaded one of the system generated reports from CRM 2011, it saved as a .RDL file which I then opened and modified.
My question is, how do I then upload the modified report back to CRM. I have tried using the report wizard and searching for the existing file however it just kicks back an error message:
Query Build Error:
The specified record type does not exist in Microsoft Dynamics CRM.
It has not been developed on the SSRS or using BIDS, and I haven't created it using FETCH, all I have done is save the report to my desktop, modify some of the record names and then try to upload it again.
It is starting to annoy me now because having searched through the length of google and nearly every post I have seen has stated this is the exact way to upload custom reports.
Is there any reason why it is not working for me?
Go to Workplace.
Click on Reports Entity.
Click on New Report.
Select Report Type as Existing File.
Click on Browse and select the .rdl Report file.
It won't let you upload the file that way. You need to either edit an existing report or create a new report.
NEW
Reports
Click New
Report Type:Existing File
Choose File
Finish filling out required fields
EXISTING
Reports
Select a report & Click the Edit button
Report Type:Existing File
Choose File
Save