how to create report rdl file in mscrm
1. Install Bids Tool in Visual Studio
2. Open new project in VS
3. Templates -> Business Intelligence ->Report Service
->Report Server Project
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4. Go to View ->Report Data
5. Click on Data Source -> Add Data Source
6. In Data Source Properties ->Connection String->
Enter Url “/” Oraganization Name and Enter
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7. Credentials -> check Use this user name and Password
of crm and click Enter
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8. Select the Data Sets -> Data Set Properties -> Data
Source ->DataSource1 ->Query type(Text)
Query(Enter Fetch Xml Code)
9. Enter Values dynamically using Parameters see the below
screen shots.
Fetchxml code:
<fetch
version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="account">
<attribute name="name" />
<attribute name="primarycontactid" />
<attribute name="telephone1" />
<attribute name="accountid" />
<order attribute="name" descending="false" />
<!--<filter
type="and">
<condition attribute="createdon"
operator="on-or-before" value="2017-12-12" />
<condition attribute="createdon"
operator="on-or-after" value="2017-12-18" />
</filter>-->
<filter type="and">
<condition attribute="createdon" operator="eq" value="@pramer1" />
<condition attribute="createdon" operator="eq" value="@pramer2" />
</filter>
</entity>
</fetch>
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10. Page Number Should be Dispalyed header or footer of the
report page
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11. Display the 5 records per page
a. select table row -> add group -> parent group
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b. group properties -> general tab ->Add -> fx
c. select ->constants -> Write the Expression
d. Ceiling(rownumber(nothing)/5) ->Enter
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12. Break the page of every 5 records
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13. Out Put of the Process
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