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CRM 2011 Create a child report using the Report Wizard RRS feed

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    Greetings.

    I was creating custom reports in CRM 2011 On Premise using the Report Wizard when I noticed a lookup named "Parent Report".
    I've read all the books I have and tried to google it but I couldn't find a decent explanation as what this lookup is used for. Furthermore, when I click on the lookup, I couldn't find any Parent report to select from. How to create Parent Reports?

    Also, how does this work and what is the purpose?
    How can the "child" and "parent" reports "communicate"?

    Any help is greatly appreciated.

    Thanks and regards,

    Frank

    FrkM

    Wednesday, April 3, 2013 11:03 PM

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    Generally this is used when creating custom SSRS reports using Business Intelligence Development Studio  (BIDS). Here you are able to create more complex reports than with the report wizard built into CRM. An example here being a master/detail type report. The main portion or parent would contain all the header/footer information, then the detail or child is in a total separate report file (RDL) but the parent has a reference to the child in it so it knows which related report gets displayed inside the body. Then when uploading these reports to CRM - it is usually smart enough to work out based on these identifiers embedded in the report if a report (this case the detail) is related to another report (the master) and that automatically gets set as the parent report. Typically this isn't something a person needs to set manually. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    • Proposed as answer by JLattimerMVP, Moderator Thursday, April 4, 2013 2:51 AM
    • Marked as answer by FrkM Thursday, April 4, 2013 3:11 PM
    Thursday, April 4, 2013 2:51 AM
    Moderator

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  • Question
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    Greetings.

    I was creating custom reports in CRM 2011 On Premise using the Report Wizard when I noticed a lookup named "Parent Report".
    I've read all the books I have and tried to google it but I couldn't find a decent explanation as what this lookup is used for. Furthermore, when I click on the lookup, I couldn't find any Parent report to select from. How to create Parent Reports?

    Also, how does this work and what is the purpose?
    How can the "child" and "parent" reports "communicate"?

    Any help is greatly appreciated.

    Thanks and regards,

    Frank

    FrkM

    Wednesday, April 3, 2013 9:57 PM
  • Question
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    Generally this is used when creating custom SSRS reports using Business Intelligence Development Studio  (BIDS). Here you are able to create more complex reports than with the report wizard built into CRM. An example here being a master/detail type report. The main portion or parent would contain all the header/footer information, then the detail or child is in a total separate report file (RDL) but the parent has a reference to the child in it so it knows which related report gets displayed inside the body. Then when uploading these reports to CRM - it is usually smart enough to work out based on these identifiers embedded in the report if a report (this case the detail) is related to another report (the master) and that automatically gets set as the parent report. Typically this isn't something a person needs to set manually. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    • Proposed as answer by JLattimerMVP, Moderator Thursday, April 4, 2013 2:51 AM
    • Marked as answer by FrkM Thursday, April 4, 2013 3:11 PM
    Thursday, April 4, 2013 2:51 AM
    Moderator
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    hi,

    Yes try this by using ssrs.

    You can use textbox->action ->go to report    property to make parent chid relationship.

    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Thursday, April 4, 2013 3:41 AM