Dynamics CRM Online (2013) - Can I specify a custom export filename via my fetch-based reports? RRS feed

  • Question

  • Hi,

    I've got several custom fetch-based reports that I created with SQL Server Data Tools. When these reports are run and the option of "save > export to PDF" is chosen, the filename is set to the report.rdl filename, for example "GRM_Quotation".

    I'm currently manually changing the filename each time the report is run to make it unique to the record it's been run against, for example "GRM_Quotation_1234".

    I was wondering if anybody knows if it's possible to set a variable or something else that will be picked up by the report viewer's export command to automatically build my report with the custom filename, saving users from having to manually change the filename?

    I know this can be done via JS but I'd like a more supported option if available? Also, I believe the JS hack will apply to all reports assigned to an entity which wouldn't work for me as I have the need for "GRM_Quotation_1234" and "GRM_BusinessProposal_1234" against the Quote entity.

    Any input would be appreciated.

    Many Thanks,


    James Bratley

    Thursday, January 16, 2014 11:37 AM