Uploading Reports on CRM 3.0
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Montag, 21. Juli 2008 07:27
Hi,
I have created a new report, which I want to upload.
I have tried to upload it by going to MyWork -> Reports -> New. I select the .rdl file and save.
But I keep geting this error "An error has occurred. For more information, contact your system administrator."
Alle Antworten
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Montag, 21. Juli 2008 09:56ModeratorThe most likely cause is if the report contains a shared data source. It should use a private (to the report) data source for the CRM connection
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Montag, 21. Juli 2008 13:35Moderator
here's a good test--download one of the canned reports from CRM, change the name of the rdl file and upload the report.
If it lets you upload this report, the problem is with your custom report, if it won't let you upload the renamed report, then you probably have a report server/crm problem.
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Freitag, 25. Juli 2008 09:37How can i check/amend these settings? Please help!
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Freitag, 25. Juli 2008 12:17Moderator
Which settings? The embedded/shared data source?
In Visual studio open the rdl in your report project. go to the data tab.
Up at the top there is the drop-down for data source where your current data set is selected. Right next to it is a button with 3 dots ... click on it.
This will bring up the data set form. On this form is a field called Data Source. This field has another button with three dots on it next to it. Click on that button.
On this form there is a check box saying use a shared data source. This button should not be checked for CRM reports. Hit the edit button next to the Connection String: field.
On this form, select your sql server from the drop-down(or type it in if it is not in the list) and then select your MSCRM database from the "select or enter database name" field.
Click OK and then close and of the other pop-up forms. Now you will have an embedded data source, not a shared data source.
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Montag, 28. Juli 2008 08:04Thanks, I have checked this and the project is not using a shared datasource. Any other suggestions?
