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CRM 2016 Online Create custom ssrs report for quotation. RRS feed

  • Question

  • Hello All,

    I need to create a custom SSRS report which gives Quotation to customer.

    1. I want all the products associated with this quote.

    2. On running this custom report from the single quote it should display the current record values only.

    3. I have tried this by using enable filtering .

    4. but how to use filtering for more than two entities such as Quote and Quoteline.

    Below is my fetchxml which gives all the records with all quotes.

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
    <entity name="quotedetail">
    <attribute name="quantity" />
    <attribute name="quotedetailid" />
    <attribute name="quoteid" />
    <attribute name="wa_modelyear" />
    <attribute name="wa_country" />
    <attribute name="wa_color" />
    <attribute name="baseamount" />
    <attribute name="priceperunit" />
    <order attribute="quantity" descending="false" />
    <link-entity name="lead" from="leadid" to="wa_leadquotelineid" visible="false" link-type="outer" alias="a_cbccfd48dd4fe61180f2c4346bdc5eb1">
    <attribute name="wa_variant" />
    <attribute name="wa_model" />
    <attribute name="wa_brand" />
    </link-entity>
    <link-entity name="quote" from="quoteid" to="quoteid" visible="false" link-type="outer" alias="a_ff5a49bd001a45f7a14dd99a28f37f91" enableprefiltering="1" prefilterparametername="QuoteFilter" >
    <attribute name="wa_window" />
    <attribute name="wa_tyre" />
    <attribute name="wa_suspension" />
    <attribute name="wa_steering" />
    <attribute name="wa_sidetrim" />
    <attribute name="wa_seats" />
    <attribute name="wa_seatingcapacity" />
    <attribute name="wa_safetyone" />
    <attribute name="wa_safety" />
    <attribute name="wa_reverse" />
    <attribute name="wa_retarder" />
    <attribute name="quotenumber" />
    <attribute name="wa_panel" />
    <attribute name="wa_otherone" />
    <attribute name="wa_othertwo" />
    <attribute name="wa_otherthree" />
    <attribute name="wa_otherfour" />
    <attribute name="wa_other" />
    <attribute name="wa_mirror" />
    <attribute name="wa_maxspeed" />
    <attribute name="wa_luggage" />
    <attribute name="wa_lcddvd" />
    <attribute name="wa_hp" />
    <attribute name="wa_gearbox" />
    <attribute name="wa_fueltank" />
    <attribute name="wa_engine" />
    <attribute name="wa_driverseat" />
    <attribute name="wa_door" />
    <attribute name="wa_dimensioninmm" />
    <attribute name="wa_colour" />
    <attribute name="wa_clutch" />
    <attribute name="wa_clock" />
    <attribute name="wa_axles" />
    <attribute name="wa_aircondition" />
    </link-entity>
    </entity>
    </fetch>

    although i have use enablefiltering and filterparametername but none of use.

    can anybody let me know if this is possible.

    Thursday, August 4, 2016 1:09 PM

All replies

  • Have a look at this article, https://msdn.microsoft.com/en-us/library/gg328288.aspx#Fetch_basedPre_filtering

    The prefilterparametername must start with CRM_ so in your case it should be CRM_FilteredQuote

    Alternatively, have you considered using the new templates feature? Have a look at https://www.microsoft.com/en-us/dynamics/crm-customer-center/using-word-templates-in-crm.aspx

    Friday, August 5, 2016 12:18 PM
    Moderator
  • Just to start with, Do you have 2 different reports i.e., Main Report (Since, you are looking for your report to run on selected records) and Sub Report?
                                       
    Main Report would have the pre-filtering fetch as below
     
    Code Snippet
     
    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
      <entity name="quote" enableprefiltering="1" >  
        <attribute name="quoteid" />
      </entity>
    </fetch>
     
    Then you need to pass on the quoteid parameter to your subreport.                            
     

    On the Sub Report, you need to use the quoteid passed from the Main Report for your further operations.

    Thanks,

    Sam


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    Saturday, August 6, 2016 9:36 AM