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Generate report of custom entity records which status is "Pending" at any point during the record life. RRS feed

  • Question

  • Hi,

    We need to generate report of custom entity records which status is "Pending" at any point during the record life.

    It may be status changed now, but if it was created during the date range specified and has had a state of pending at any point then it should show on the report/data output. 

    What is the best approach to generate report for above criteria?


     


    Yadav

    Wednesday, May 25, 2016 11:24 PM

All replies

  • Hi Yadav,

    Use the out-of-box reporting wizard to create this report

    https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-edit-or-copy-a-report-using-the-report-wizard.aspx


    Regards,

    Darrel

    Please marked this answer as helpful or answer if it has helped or solved your query.

    Monday, May 30, 2016 4:55 AM
  • Hi Yadav,

    From the scenario you have explained it will be very difficult to identify if it has ever been "Pending" without digging into auditing logs, and even then there are limitations around how long auditing logs stay for.

    I would suggest you create a hidden boolean field on the custom entity (or entities) called "Has been Pending". Use JavaScript or some other method to set this to 'true' as soon as the Status is set to "Pending". Once this is in place you can simply use Advanced Find, or other reporting tool to display all records where "Has been Pending" is 'true', and Created On is within the date range you specify.

    ~ Nathan

    Wednesday, June 1, 2016 4:17 AM
  • The question is not clear 

    make your question so clear i will suggest you to go for the out of box or ssrs report.


    ms crm

    Wednesday, June 1, 2016 6:26 AM