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How to Filter SSRS Report on Model Driven App

Hi, currently we are trying to implement a custom report using this tutorial. We were able to create and embed the SSRS report to the Model Driven App. But the problem is that at the final step, the report will display all the data from the current table, we want to apply filter to run the report for a selected record only. Is this possible ? Thank you.

4 REPLIES 4
ChrisPiasecki
Most Valuable Professional
Most Valuable Professional

Hi @MinhPham96,

 

You can add a parameter to the report, and then reference that parameter in your FetchXml filter section. Take a look at the thread below for details on what this looks like.

 

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/224300/how-to-filtered-reports-on-...

 

You can then run the report when viewing a specific record.

 

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Chris

Hi @ChrisPiasecki , Thank you for the answer, I tried to follow the guide that you sent and this is my setup

 

First I created a Parameter called "CRM" and set the default to the field "number" in the dataset

2021-02-03_11-45-16.png

 

In the Report, I edit Filter in the Tablix Properties to filter the field "number" to be equal to the Parameter "CRM"

2021-02-03_11-45-43.png

 

When I tested on the preview, I can see the Parameter on top, when I selected the number, the report data is filtered by the selected number

2021-02-03_11-46-00.png

 

But when I publish the report and run the report on the Model Driven App, we cannot select the Parameter, and it always take the First number as the default value

2021-02-03_11-46-29.png

 

So is there anyway to set the default value of the parameter to be equal to the "number" value of the record that you are selected in the view or form ?

ChrisPiasecki
Most Valuable Professional
Most Valuable Professional

Hi @MinhPham96 ,

 

Apologies for the late response. Also, please disregard my latest response, you don't need to manually define the parameter, so please remove that parameter.

 

Go into your dataset properties, then query. Add the enableprefiltering="1" attribute to your FetchXML as shown below, then hit Refresh Fields.

 

ChrisPiasecki_0-1612848792949.png

 

It should then automatically generate a parameter similar to what you see below, with a name of CRM_<tableName>.

 

ChrisPiasecki_1-1612848981044.png

 

Finally, when you are uploading the report to Dataverse, ensure the Related Record Types is set to the correct table, and ensure Display In is set to Forms for related record types, similar to my example below.

 

ChrisPiasecki_2-1612849165890.png

 

You should then be able to open a record for your table, and in the command bar select Run Report, then see your report listed under Run on selected records.

 

ChrisPiasecki_3-1612849339537.png

 

 

Hope this helps.

 

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Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

 

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Chris

Hi @MinhPham96,

 

Just following up on whether the above steps worked for you. 

 

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Chris

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