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    I am new to CRM Reports, but have many years experience developing SSRS Reports.

    In CRM, if I'm in a quote record and I created a custom report. how do I get that quote ID to pass to my Custom report where QuoteID = @QuoteID using SQL Select Statements. Please don't reference the account. I am looking for a quote.

    Many Thanks

    Friday, November 6, 2015 6:45 PM

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    Hi,

    You have to enable prefiltering to get the selected record id's.

    SELECT quoteid,select other fields here

    FROM

    FilteredQuote AS CRMAF_FilteredQuote 

    • Marked as answer by SunkistDog Monday, November 9, 2015 6:05 PM
    Friday, November 6, 2015 8:56 PM

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    Hi,

    You have to enable prefiltering to get the selected record id's.

    SELECT quoteid,select other fields here

    FROM

    FilteredQuote AS CRMAF_FilteredQuote 

    • Marked as answer by SunkistDog Monday, November 9, 2015 6:05 PM
    Friday, November 6, 2015 8:56 PM
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    Would something like this work?

    SELECT

      CRMAF_FilteredQuote.quoteid AS quoteid ,

            CRMAF_FilteredQuote

    .name AS Name ,

            CRMAF_FilteredQuote

    .quotenumber AS QuoteNumber ,

            CRMAF_FilteredQuote

    .revisionnumber AS QuoteNumberRevision ,

            CRMAF_FilteredQuote

    .new_programmanagername AS ProgramManager ,

            CRMAF_FilteredQuote

    .totaltax AS totaltax ,

            CRMAF_FilteredQuote

    .totalamount AS totalamount ,

            CRMAF_FilteredQuote

    .new_ftebeginningeffectivedate AS FTEBeginningEffectiveDate ,

            CRMAF_FilteredQuote

    .new_fteendingeffectivedate AS FTEEndingEffectiveDate ,

            CRMAF_FilteredQuote

    .new_description AS BackgroundDescription ,

            CRMAF_FilteredQuote

    .new_studytype AS StudyType ,

            CRMAF_FilteredQuote

    .new_product AS Product ,

            CRMAF_FilteredQuote

    .new_method AS Method ,

            CRMAF_FilteredQuote

    .new_regulatorycompliance AS RegulatoryCompliance ,

            CRMAF_FilteredQuote

    .new_projectordertestingarticles AS TestingArticles ,

            CRMAF_FilteredQuote

    .new_projectordertimeline AS Timeline ,

            CRMAF_FilteredQuote

    .new_projectordersubcontractors AS Subcontractors ,

            CRMAF_FilteredQuote

    .new_projectordersubcontractorname AS Subcontractor ,

            CRMAF_FilteredQuote

    .new_primarycontactidname AS PrimaryContact ,

            CRMAF_FilteredQuote

    .[new_StreetAddress1] ,

            CRMAF_FilteredQuote

    .[new_StreetAddress2] ,

            CRMAF_FilteredQuote

    .[new_StreetAddress3] ,

            CRMAF_FilteredQuote

    .[new_City] ,

            CRMAF_FilteredQuote

    .[new_StateorProvince] ,

            CRMAF_FilteredQuote

    .[new_ZipPostalCode] ,

            CRMAF_FilteredQuote

    .[new_Country] ,

            CRMAF_FilteredQuote

    .LineItemNumber ,

            CRMAF_FilteredQuote

    .Quantity ,

            CRMAF_FilteredQuote

    .ProductDescription ,

            CRMAF_FilteredQuote

    .PricePerUnit ,

            CRMAF_FilteredQuote

    .BaseAmount ,

            CRMAF_FilteredQuote

    .ExtendedAmount ,

            CRMAF_FilteredQuote

    .IsPriceOverridden ,

            CRMAF_FilteredQuote

    .SequenceNumber ,

            CRMAF_FilteredQuote

    .ProductTypeCode ,

            CRMAF_FilteredQuote

    .PropertyConfigurationStatus ,

            CRMAF_FilteredQuote

    .LineItemDescription ,

            CRMAF_FilteredQuote

    .[ST] ,

            CRMAF_FilteredQuote

    .[Country] ,

            CRMAF_FilteredQuote

    .new_projectordertestingarticles ,

            CRMAF_FilteredQuote

    .[revisionnumber] ,

            CRMAF_FilteredQuote

    .totaldiscountamount ,

            CRMAF_FilteredQuote

    .totalamount ,

            CRMAF_FilteredQuote

    .new_projectordertestingarticles ,

            FilteredSystemUser

    .fullname AS BusinessDevelopment ,

            FilteredSystemUser

    .title AS BusinessDevelopmentTitle ,

            FilteredSystemUser

    .internalemailaddress AS BusinessDevelopmentEmail ,

            FilteredSystemUser

    .address1_telephone1 AS BusinessDevelopmentPhone ,

            FilteredAccount

    .name AS AccountName ,

            FilteredAccount

    .new_msainplacename AS MSA ,

            FilteredAccount

    .new_msaeffectivedate AS MSAEffectiveDate ,

            FilteredAccount

    .new_msaproposaltypename AS MSAProposalType ,

            FilteredAccount

    .address1_line1 AS address1_line1 ,

            FilteredAccount

    .address1_line2 AS address1_line2 ,

            FilteredAccount

    .address1_line3 AS address1_line3 ,

            FilteredAccount

    .address1_city AS address1_city ,

            FilteredAccount

    .address1_stateorprovince AS address1_stateorprovince ,

            FilteredAccount

    .address1_postalcode AS address1_postalcode ,

            FilteredContact

    .fullname AS PotentialContact ,

            FilteredContact

    .emailaddress1 AS PotentialContactEmail ,

            FilteredContact

    .telephone1 AS PotentialContactPhone ,

            FilteredContact

    .fax AS PotentialContactFax

    FROM

        FilteredQuote AS CRMAF_FilteredQuote

           

    LEFT JOIN FilteredSystemUser WITH ( NOLOCK ) ON ( FilteredSystemUser.systemuserid = new_salesperson )

           

    LEFT JOIN FilteredAccount WITH ( NOLOCK ) ON ( FilteredAccount.accountid = CRMAF_FilteredQuote.accountid )

           

    LEFT JOIN FilteredContact WITH ( NOLOCK ) ON ( FilteredContact.contactid = CRMAF_FilteredQuote.new_primarycontactid )

    WHERE

       CRMAF_FilteredQuote.statecode = 0;

    Friday, November 6, 2015 9:20 PM
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    It looks good.

    Thanks!

    kalim

    Monday, November 9, 2015 1:09 PM