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Display Filtering Values On Report RRS feed

  • Question

  •  Hi CRM Experts,

    I am doing some customizations on CRM reports.(CRM version 3.0)

    User will select some data between Date A and Date B. This A and B will be selected from filters on report viewer on CRM interface.

    What i want to do is, grab those two dates and display them on the report. Report has done with SQL 2005 reporting services.

    Just display filtering criteria on the report. (This has nothing to do with data on the DB)

    Already my SQL query has a parameter as follows. this "owneridname" comes from the filter. I want to do the same, but it dosn't work

    Can anybody tell me those steps clearly??? Thanks in advance.
    (Kuba, I tried what u said, but it didn't work, can u make it bit clear with previous post)
    ................................................................................................................................................................................................................................................................

    SELECT     CRMAF_FILTEREDAPPOINTMENT.owneridname, FA.name, FC.fullname, FC.jobtitle, CRMAF_FILTEREDAPPOINTMENT.actualstart,
                          CRMAF_FILTEREDAPPOINTMENT.new_competitoractivity, CRMAF_FILTEREDAPPOINTMENT.new_serviceissue,
                          CRMAF_FILTEREDAPPOINTMENT.new_othercomments, CRMAF_FILTEREDAPPOINTMENT.new_newbusinessobtain
    FROM         FilteredAppointment AS CRMAF_FILTEREDAPPOINTMENT INNER JOIN
                          FilteredAccount AS FA ON CRMAF_FILTEREDAPPOINTMENT.regardingobjectid = FA.accountid INNER JOIN
                          FilteredContact AS FC ON FA.primarycontactid = FC.contactid


    Isuru
    Tuesday, February 24, 2009 10:24 AM

Answers

  • Apply filters to all entities in your Select statement.

    SELECT  CRMAF_FILTEREDAPPOINTMENT.owneridname, 
    CRMAF_FilteredAccount.name, 
    CRMAF_FilteredContact.fullname, 
    CRMAF_FilteredContact.jobtitle, 
    CRMAF_FILTEREDAPPOINTMENT.actualstart, 
            CRMAF_FILTEREDAPPOINTMENT.new_competitoractivity, 
    CRMAF_FILTEREDAPPOINTMENT.new_serviceissue, 
            CRMAF_FILTEREDAPPOINTMENT.new_othercomments, 
    CRMAF_FILTEREDAPPOINTMENT.new_newbusinessobtain
    FROM    FilteredAppointment AS CRMAF_FILTEREDAPPOINTMENT 
    INNER JOIN FilteredAccount AS CRMAF_FilteredAccount 
    ON CRMAF_FILTEREDAPPOINTMENT.regardingobjectid = CRMAF_FilteredAccount.accountid 
    INNER JOIN FilteredContact AS CRMAF_FilteredContact 
    ON CRMAF_FilteredAccount.primarycontactid = CRMAF_FilteredContact.contactid

    Download and read the MS CRM SDK help file (If you already haven't). Lot of useful information in there on creating reports.

    H.
    • Proposed as answer by Hassan Hussain Tuesday, February 24, 2009 11:23 AM
    • Marked as answer by Isuru Dias Friday, February 27, 2009 11:26 AM
    Tuesday, February 24, 2009 11:23 AM
  • Hello friend in trouble. :)

    You can only test the MS CRM filter feature in MS CRM. You can not test this in visual studio.
    So. Upload you report and you will be able to "Edit Filter Criteria" on the top of the report.

    Hope this helps.

    H.
    • Marked as answer by Isuru Dias Friday, February 27, 2009 12:59 PM
    Friday, February 27, 2009 12:02 PM

All replies

  • Apply filters to all entities in your Select statement.

    SELECT  CRMAF_FILTEREDAPPOINTMENT.owneridname, 
    CRMAF_FilteredAccount.name, 
    CRMAF_FilteredContact.fullname, 
    CRMAF_FilteredContact.jobtitle, 
    CRMAF_FILTEREDAPPOINTMENT.actualstart, 
            CRMAF_FILTEREDAPPOINTMENT.new_competitoractivity, 
    CRMAF_FILTEREDAPPOINTMENT.new_serviceissue, 
            CRMAF_FILTEREDAPPOINTMENT.new_othercomments, 
    CRMAF_FILTEREDAPPOINTMENT.new_newbusinessobtain
    FROM    FilteredAppointment AS CRMAF_FILTEREDAPPOINTMENT 
    INNER JOIN FilteredAccount AS CRMAF_FilteredAccount 
    ON CRMAF_FILTEREDAPPOINTMENT.regardingobjectid = CRMAF_FilteredAccount.accountid 
    INNER JOIN FilteredContact AS CRMAF_FilteredContact 
    ON CRMAF_FilteredAccount.primarycontactid = CRMAF_FilteredContact.contactid

    Download and read the MS CRM SDK help file (If you already haven't). Lot of useful information in there on creating reports.

    H.
    • Proposed as answer by Hassan Hussain Tuesday, February 24, 2009 11:23 AM
    • Marked as answer by Isuru Dias Friday, February 27, 2009 11:26 AM
    Tuesday, February 24, 2009 11:23 AM
  •  Thanx Hassan,

    This sounds good, I will try this and let you know what happens.
    Kind Regads,

    Isuru
    Isuru
    Tuesday, February 24, 2009 11:39 AM
  • Hi Hassan,

    I tried it, but still have a problem on testing the report. Usually i test my reports on SQL reporting services (becoz i dnt pass any params from CRM at that time in normal scenarios)

    But when I pass those params from CRM interface, how can i test them? Can I test it without uploading reports to CRM? or Do i have to upload and test? is that a must? (i must test these before upload them to live server, thats the prob)

    Please try to reply me soon, I am in trouble :)

    thanx ......!!!


    Isuru
    Friday, February 27, 2009 11:25 AM
  • Hello friend in trouble. :)

    You can only test the MS CRM filter feature in MS CRM. You can not test this in visual studio.
    So. Upload you report and you will be able to "Edit Filter Criteria" on the top of the report.

    Hope this helps.

    H.
    • Marked as answer by Isuru Dias Friday, February 27, 2009 12:59 PM
    Friday, February 27, 2009 12:02 PM
  • Thanx a lot, i will try so..

    isuru


    Isuru
    Friday, February 27, 2009 12:59 PM
  • HI,

    I just tried ur code. But got a small issue here,
    when i run the report, report filter at runtime is not existing. I mean, when i run the report , directly it goes to report without letting me to filter,

    you have any idea about this?
    Cheers,

    Isuru
    Tuesday, March 3, 2009 8:36 AM