Ye, I haven't tried this yet, but the following should help.
The 'Order' report uses Automatic Filtering. This is accomplished in a CRM Report by defining a dataset wherein the Entity table is aliased in a special way; for instance:
SELECT TOP (20) salesorderid AS quoteid
FROM FilteredSalesOrder AS CRMAF_FilteredSalesOrder
When a report for which an automatic filtering alias (CRMAF_FilteredSalesOrder) is defined, is uploaded to the CRM, the CRM creates a hidden parameter in the report that is used for pre-filtering.
You can find the definition of this hidden parameter by looking at the definition of the report in the ReportServer database (the GUID is the entity instance identifier of the report in CRM):
select Parameter from Catalog where Name = '{87B29E15-E222-DD11-892E-0003FF6D78E5}';
For the 'Order' report, the hidden parameter is as follows:
<Parameter>
<Name>P1</Name>
<Type>String</Type>
<Nullable>False</Nullable>
<AllowBlank>False</AllowBlank>
<MultiValue>False</MultiValue>
<UsedInQuery>True</UsedInQuery>
<State>MissingValidValue</State>
<Prompt />
<PromptUser>True</PromptUser>
<DefaultValues>
<Value>select salesorder0.* from FilteredSalesOrder as salesorder0 where ( salesorder0.modifiedonutc >= dbo.fn_BeginOfLastXDay(GetUTCDate(), 30) and salesorder0.modifiedonutc <= GetUTCDate() )</Value>
</DefaultValues>
<Values>
<Value>select salesorder0.* from FilteredSalesOrder as salesorder0 where ( salesorder0.modifiedonutc >= dbo.fn_BeginOfLastXDay(GetUTCDate(), 30) and salesorder0.modifiedonutc <= GetUTCDate() )</Value>
</Values>
</Parameter>
So, simply change the name of the parameter to be 'P1' and the query value to be the select statement that locates your 'salesorder':
parameters[0].Name = @"P1";
parameters[0].Value = String.Format(@"select {0}0.* from Filtered{1} as {0}0 where ({0}0.{0}id='{2}')", context.PrimaryEntityName, primaryEntitySchemaName, context.PrimaryEntityId.ToString());
By the way, primaryEntitySchemaName is obtained with the following:
// Obtain info about Primary Entity
RetrieveEntityRequest reqEntity = new RetrieveEntityRequest();
reqEntity.EntityItems = EntityItems.EntityOnly;
reqEntity.LogicalName = context.PrimaryEntityName;
RetrieveEntityResponse respEntity = (RetrieveEntityResponse)metaService.Execute(reqEntity);
string primaryEntitySchemaName = respEntity.EntityMetadata.SchemaName;
If you're hard-coding this, you won't need all this, but I was writing a generic solution, so it had to work everything out from the entity that was currently being processed.
--pogo (pat)
