CRM 2011 Online - Fetch Based Report With Custom Variables RRS feed

  • Question

  • Hi,

    I've been trying to figure out how i can prompt for 2 variables to be completed prior to running a report built with SQL Server Data Tools that is to be used with CRM Online (fetch based reporting). I don't know if what I'm looking to achieve is possible with fetch based reports.

    I'd like to create a report in SQL Server Data Tools. This report will then be uploaded to CRM Online.

    When run against a list of records, the report should first prompt the user to choose an "account name" and a "payment date range". The account name should be a lookup to all accounts inside CRM and the payment date range should be the usual calendar type selection.

    I then want a "run report" box that can only be pressed once the values are complete. This report should go to find all records where the account name = the account name chosen by the user and the payment date of the record is anywhere between and including the 2 dates set by the user (these may be the same date).

    I also need to be able to show the variables on the report, for example.. "account name" and "date range".

    I know what I'm trying to achieve is very simple but I'm not sure how to go about this with fetch based reports.

    If anybody has any examples, hints or tips, i'd very much appreciate some guidance on this as i'm not that good with reporting tools.

    Many Thanks,

    James Bratley

    Friday, August 23, 2013 3:18 PM


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