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Create a report with multiple group. RRS feed

  • Question

  • I am trying to create a report with Fetchxml from the following entities: Account,Contact, and Positions.

    There is 1143 Accounts. Each account has multiple Contacts. some contacts have multiple positions.

    I can write the reports separate with no issues. I would like to create one report.

    I am able to gather all the data through an advanced fine. But unable to design the report to display. 

    Saturday, November 4, 2017 1:58 AM

All replies

  • u should have the advanced find entity to be positions, then link contact and then account.

    once u are in report designer page choose to group based on accountid, contactid/contactname and display positions. and enable drill down so that your report works well..

    Always keep in mind that final display of the report should be defined before u start development, how the data to be displayed in the SSRS. once you have the report structure, its not so tough in SSRS to bring the report in defined structure.

    Do let me know where u are stuck


    If my response answered your question, please "mark the response as an answer" and also "vote as helpful". Regards, Hari. www.crm2011byhari.blogspot.com

    Friday, November 10, 2017 5:52 AM