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Report with Parameter list RRS feed

  • Question

  • I have a number of users of my system who get Cases assigned to them.

    I want to create a Report with a parameter in it where I could select a dropdown that would contain a list of users and if I selected a particular user then all Cases assigned to the selected user would appear.

    Anyone know how to do this?

    J.

    Friday, May 14, 2010 10:20 AM

Answers

All replies

  • Friday, May 14, 2010 10:54 AM
  • Hi,

    It's quite easy using report builder.

    create 1 dataset to pull in the cases and use a WHERE Createdbyname = @user

    Create a second dataset that just pulls in the users.

    Then in report builder go to the properties of the parameters and choose 'Get values from query' in the available values and choose the second dataset as the source.

    When you run it you'll get the option to pick from the list and that will be used in the WHERE statement.

    Hope that helps.

    Rob


    www.crmconsult.info www.chorusit.com Twitter:robertpeledie
    Friday, May 14, 2010 11:50 AM
  • Thanks for the reply Robert.

    Is this Report Builder within CRM 4.0?

    All I can see is a Report Wizard if I want to create a report.

    Am I missing something?

    J.

    Friday, May 14, 2010 1:12 PM
  • If you are running SQL 2008 you can download the report builder from her:

    http://www.microsoft.com/downloads/details.aspx?FamilyID=9f783224-9871-4eea-b1d5-f3140a253db6&displaylang=en

    This would be he easiest way for you to get the results you need, however you will need to have an understanding of reporting.

    If you are struggling, let me know and I'll see if I can knock something up for you.

    Email me direct @ robert.peledie@chorusit.com


    www.crmconsult.info www.chorusit.com Twitter:robertpeledie
    • Marked as answer by JMcCon Friday, May 14, 2010 2:57 PM
    Friday, May 14, 2010 1:42 PM
  • Thanks for the reply Robert.

    I'm using SQL 2005 and not 2008, not yet anyway but we are due to upgrade to it in the next 6 months.

    I have quite a bit of experince using SSRS in VS 2003 and 2005, I suppose I would need to upgrade my VS to 2008 also.

    Would it be possible to do what I want using VS 2005 and SQL 2005, if so, how?

    Again, thanks for all the help.

    J.

    Friday, May 14, 2010 1:53 PM
  • Yeah you could do it in VS2005 if BITS is installed.

    Rob


    www.crmconsult.info www.chorusit.com Twitter:robertpeledie
    Friday, May 14, 2010 2:06 PM
  • Thanks for all the help Robert. I'll try that out.

    J.

    Friday, May 14, 2010 2:57 PM