Programatically Render SSRS report from CRM 4.0

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  I figured it out partially... the DataSource was case sensitive!
  
  MSCRM_DataSource did not work, but MSCRM_Datasource did...  Wierd since it has the S capitalized in my reportservice manager.
  
  Next though, I need to figure out how to pass in CRM_FilterText parameters, etc.
  

  • Marked as answer by DavidJennawayMVP, Moderator Friday, May 22, 2009 11:43 AM

  Wednesday, February 11, 2009 5:22 AM
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  Hello,
  
  I have bee trying to do something similar .. but generaring a pdf from a custom aspx under ISV folder, but got an error at the moment to write result.
  
  My question is if you done something similar
  
  Regards
  
  

  ---

  Yojan

  Monday, September 21, 2009 4:25 PM
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  i am able to generate report by Programatically  from CRM 4.0 by following this article but how can i set CRM_FilterText  to get specific record for entityid plesae help me thanks in advance

  Friday, April 1, 2011 12:23 PM
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  Yohan & Jay,

  I think following plugin will help you:-

  using System;
  
  using System.Collections.Generic;
  
  using System.Linq;
  
  using System.Text;
  
  using SSR.ReportService2005;
  
  using Microsoft.Crm.Sdk;
  
  using Microsoft.Crm.SdkTypeProxy;
  
  using System.IO;
  
  using System.Web.Services.Protocols;
  
  using SSR.ReportExecution;
  
  using Microsoft.Crm.Sdk.Query;
  
  
  
  namespace SSR
  
  {
  
   public class HelloWorldPlugin : IPlugin
  
   {
  
    public void Execute(IPluginExecutionContext context)
  
    {
  
  
  
     CrmAuthenticationToken token = new CrmAuthenticationToken();
  
     token.AuthenticationType = 0;
  
     token.OrganizationName = "UAT";
  
  
  
     CrmService service = new CrmService();
  
     service.Url = "http://<ServeName>/mscrmservices/2007/crmservice.asmx";
  
     service.CrmAuthenticationTokenValue = token;
  
     service.Credentials = System.Net.CredentialCache.DefaultCredentials;
  
  
  
     WhoAmIRequest userRequest = new WhoAmIRequest();
  
     WhoAmIResponse user = (WhoAmIResponse)service.Execute(userRequest);
  
  
  
     // Get ID of Change Ticket
  
     Guid ChangeID = (Guid)((Microsoft.Crm.Sdk.Key)((Microsoft.Crm.Sdk.DynamicEntity)context.InputParameters.Properties["Target"]).Properties[context.PrimaryEntityName + "id"]).Value;
  
  
  
     TargetRetrieveDynamic target = new TargetRetrieveDynamic();
  
     target.EntityId = ChangeID;
  
     target.EntityName = "new_changeticket";
  
  
  
     // Define the entity attributes (database table columns) that are
  
     // to be retrieved.
  
     ColumnSet cols = new ColumnSet();
  
     cols.AddColumns(new string[] { "new_changeticketid", "new_changeticketnumber" });
  
  
  
     // Create a retrieve request object.
  
     RetrieveRequest retrieve = new RetrieveRequest();
  
     retrieve.Target = target;
  
     retrieve.ColumnSet = cols;
  
     retrieve.ReturnDynamicEntities = true;
  
  
  
     // Create a response reference and execute the retrieve request.
  
     RetrieveResponse response = (RetrieveResponse)service.Execute(retrieve);
  
     DynamicEntity retrievedEntity = (DynamicEntity)response.BusinessEntity;
  
  
  
     //if (retrievedEntity.Properties.Contains("new_changeticketid"))
  
     //{
  
     // retrievedEntity.Properties.Add(new StringProperty("new_requestdocument", ChangeID.ToString()));
  
     //}
  
     //TargetUpdateDynamic targetUpdate = new TargetUpdateDynamic();
  
     //targetUpdate.Entity = retrievedEntity;
  
     //UpdateRequest updateChange = new UpdateRequest();
  
     //updateChange.Target = targetUpdate;
  
  
  
     //UpdateResponse updatedChange = (UpdateResponse)service.Execute(updateChange);
  
     string oName = (String)retrievedEntity.Properties["new_changeticketnumber"];
  
  
  
     //Create new instance of Reporting service
  
     ReportExecutionService rs = new ReportExecutionService();
  
     // rs.Credentials = System.Net.CredentialCache.DefaultCredentials;
  
     rs.Credentials = new System.Net.NetworkCredential("user", "password", "domain");
  
     rs.Url = "http://<ServeName>/reportserver/ReportExecution2005.asmx";
  
  
  
     // Render arguments
  
     byte[] result = null;
  
     // Make sure you use your correct org database name of the following line
  
     string reportPath = "/UAT_MSCRM/SnapshotReport1";
  
     string format = "PDF";
  
     string historyID = null;
  
     string devInfo = @"<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>";
  
  
  
     // Prepare report parameter.
  
     SSR.ReportExecution.ParameterValue[] parameters = new SSR.ReportExecution.ParameterValue[1];
  
     parameters[0] = new SSR.ReportExecution.ParameterValue();
  
     //in sql report put parameter like new_entityid = @CTID
  
     parameters[0].Name = "CTID";
  
     parameters[0].Value = ChangeID.ToString();
  
     //parameters[1] = new ParameterValue();
  
     //parameters[1].Name = "ReportMonth";
  
     //parameters[1].Value = "6"; // June
  
     //parameters[2] = new ParameterValue();
  
     //parameters[2].Name = "ReportYear";
  
     //parameters[2].Value = "2004";
  
  
  
     SSR.ReportExecution.DataSourceCredentials[] credentials = null;
  
     string showHideToggle = null;
  
     string encoding;
  
     string mimeType;
  
     string extension;
  
     SSR.ReportExecution.Warning[] warnings = null;
  
     SSR.ReportExecution.ParameterValue[] reportHistoryParameters = null;
  
     string[] streamIDs = null;
  
     ExecutionInfo execInfo = new ExecutionInfo();
  
     ExecutionHeader execHeader = new ExecutionHeader();
  
     rs.ExecutionHeaderValue = execHeader;
  
     execInfo = rs.LoadReport(reportPath, historyID);
  
  
  
     rs.SetExecutionParameters(parameters, "en-us");
  
  
  
     String SessionId = rs.ExecutionHeaderValue.ExecutionID;
  
     Console.WriteLine("SessionID: {0}", rs.ExecutionHeaderValue.ExecutionID);
  
     try
  
     {
  
      result = rs.Render(format, devInfo, out extension, out encoding, out mimeType, out warnings, out streamIDs);
  
      execInfo = rs.GetExecutionInfo();
  
      // Console.WriteLine("Execution date and time: {0}", execInfo.ExecutionDateTime);
  
     }
  
  
  
     catch (SoapException E)
  
     {
  
      throw new InvalidPluginExecutionException(E.Detail.InnerText);
  
     }
  
  
  
  
  
  
  
     // Write the contents of the report to an PDF file.
  
  
  
     try
  
     {
  
      FileStream stream = File.Create(@"E:\Snapshot\" + oName + ".pdf", result.Length);
  
      Console.WriteLine("File created.");
  
      stream.Write(result, 0, result.Length);
  
      Console.WriteLine("Result written to the file.");
  
      stream.Close();
  
  
  
      FileInfo pointer = new FileInfo(@"E:\Snapshot\" + oName + ".pdf");
  
      FileStream fileStream = pointer.OpenRead();
  
      byte[] byteData = new byte[(int)fileStream.Length];
  
      fileStream.Read(byteData, 0, (int)fileStream.Length);
  
      string encodedData = System.Convert.ToBase64String(byteData);
  
  
  
      fileStream.Flush();
  
      fileStream.Close();
  
  
  
      //Save pdf report as an attachment to Notes entity
  
      annotation note = new annotation();
  
      note.subject = "Snapshot Report Created Successfully";
  
      note.filename = oName + ".pdf";
  
      note.mimetype = "application/pdf";
  
      note.documentbody = encodedData;
  
  
  
      note.objectid = new Lookup();
  
      note.objectid.type = "new_changeticket";
  
      note.objectid.Value = ChangeID;
  
      note.objecttypecode = new EntityNameReference();
  
      note.objecttypecode.Value = "new_changeticket";
  
  
  
      //Create Notes
  
      Guid annotationId = service.Create(note);
  
  
  
      string path = @"E:\Snapshot\" + oName + ".pdf";
  
      File.Delete(path);
  
  
  
     }
  
     catch (SoapException E)
  
     {
  
      throw new InvalidPluginExecutionException(E.Detail.InnerText);
  
     }
  
  
  
  
  
    }
  
   }
  
  }
  
  
  
  

   

  ---

  Regards Faisal
  

  Friday, July 15, 2011 3:06 PM