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How to run the custom report only for selected record RRS feed

  • Question

  • Hi All,

    I have created a custom SSRS Report using SQL query for custom entity now I want to run the report only for the particular report. How can I do this, it is not running for the selected record it is running for all the records.

    Friday, July 18, 2014 7:18 AM

Answers

  • The two things you need to do are:

    • In the SQL report, alias the filtered view as CRMAF_Filtered<EntityName> (e.g. FROM FilteredAccount AS CRMAF_FilteredAccount). Note that this only works effectively if the filtered view is only referenced once in the query. If you have subqueries so that it is referenced more than once, you'd need to use explicit pre-filtering (see http://msdn.microsoft.com/en-us/library/bb955092.aspx )
    • When you upload the report in CRM, ensure you have selected the entity that the report should run for (I expect you've already done this, if the report is showing as available to run on that entity form)

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Friday, July 18, 2014 8:16 AM
    Moderator