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jja
Post Partisan
Post Partisan

printing in model driven app

Hi

Is it possible to generate some report from data and print it? I mean report is not visuals but pure data.

Lets say filter some data by date then by some status if that data so it generate report and print it?

1 ACCEPTED SOLUTION

Accepted Solutions
dpoggemann
Super User
Super User

Hi @jja ,

 

There are a number of options here in model apps.

1.  Excel Templates - You can utilize Excel Templates in Model Apps, available in List Views to extract records from a view.  This will allow you to format in multiple ways, create additional tabs for pivot tables etc. and print. https://docs.microsoft.com/en-us/power-platform/admin/analyze-your-data-with-excel-templates 

2. Word Templates - Another template that is "per record" with related records being able to be utilized as well.  You could use this to look at an Account record for example and create a report for that account that prints account fields, related opportunity data, related contacts, etc.  https://docs.microsoft.com/en-us/power-platform/admin/analyze-your-data-with-excel-templates 

3.  Report Wizard - You can add the standard report wizard where you can build simple reports, with filter criteria and save them to run at any time.  This will also allow you to upload SSRS based reports (although they need to be based on FetchXML) as well.  https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-reporting-to-app 

 

Above are the main options, of course you can also connect with Power BI to generate reports or even utilize a great 3rd party tool called DocumentsCorePack (https://www.mscrm-addons.com/Products/DocumentsCorePack-for-Microsoft-Dynamics-365/LandingPage)

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

View solution in original post

2 REPLIES 2
rampprakash
Super User
Super User

Hello @jja,

 

It's bit confusing, can you please elaborate a bit

dpoggemann
Super User
Super User

Hi @jja ,

 

There are a number of options here in model apps.

1.  Excel Templates - You can utilize Excel Templates in Model Apps, available in List Views to extract records from a view.  This will allow you to format in multiple ways, create additional tabs for pivot tables etc. and print. https://docs.microsoft.com/en-us/power-platform/admin/analyze-your-data-with-excel-templates 

2. Word Templates - Another template that is "per record" with related records being able to be utilized as well.  You could use this to look at an Account record for example and create a report for that account that prints account fields, related opportunity data, related contacts, etc.  https://docs.microsoft.com/en-us/power-platform/admin/analyze-your-data-with-excel-templates 

3.  Report Wizard - You can add the standard report wizard where you can build simple reports, with filter criteria and save them to run at any time.  This will also allow you to upload SSRS based reports (although they need to be based on FetchXML) as well.  https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-reporting-to-app 

 

Above are the main options, of course you can also connect with Power BI to generate reports or even utilize a great 3rd party tool called DocumentsCorePack (https://www.mscrm-addons.com/Products/DocumentsCorePack-for-Microsoft-Dynamics-365/LandingPage)

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

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