Create a Custom Fetch-Based Reporting Services Report
All reports created by using the Report Wizard are Fetch-based reports. These reports provide basic report authoring capabilities. However, to create complex reports (such as drill-through reports or sub reports) or to change the layout and formatting of reports, create a custom Fetch-based report using the Business Intelligence Development Studio. To create a complex report, you need a report development environment. For more information, see How to set up a report development environment.
- Open Business Intelligence Development Studio.
- Create a report server project. For more information, see How to: Create a Report Server Project.
- In Solution Explorer, right-click the Reports folder, and then click Add New Report.
The Report Wizard opens.
- On the Welcome to the Report Wizard page, click Next.
- On the Select the Data Source page, click New Data Source, and then specify the following details:
- Name. Type a name for the data source.
- Type. Select Microsoft Dynamics CRM Fetch as the data source type.
- Connection string. Type the connection string for the data source.
The connection string should be: <ServerURL>;<OrganizationUniqueName>;<HomeRealmURL>
In this connection string, only <ServerURL> is mandatory.
To find the organization unique name, in the Navigation Pane, click Settings, click Customizations, and then click Developer Resources.
If an organization name is not specified, the first organization that the user (who is running this query) belongs to is used. If the home realm URL is not specified, the value is retrieved from the registry value "HKLM\SOFTWARE\Microsoft\MSCRMBidsExtensions\HomeRealmUrl".
- Click Next.
- Specify the credentials to connect to Microsoft Dynamics CRM Server 2011, and then click OK.
- On the Design the Query page, type the Microsoft Dynamics CRM Report Authoring Extension query to use for the report.
You can either filter records using Advanced Find in Microsoft Dynamics CRM, and use that query here, or you can write your own query. To obtain a query from Microsoft Dynamics CRM, use Advanced Find to find the records, and then click Download Fetch XML. Paste the query from the downloaded file in the query area.
Microsoft Dynamics CRM Report Authoring Extension queries do not support using "Managed Property" as a data type attribute.
- Click Next.
- Select whether you want to create a tabular report or a matrix report.
- Design the report.
- Select a style to apply to the report, and then click Next.
- Verify the the fields that you want will be included in the report, and then name the report.
For more information about creating Fetch-based reports in Microsoft Dynamics CRM, see Create, Edit, or Copy a Report Using the Report Wizard. For detailed information about using the Report Wizard in Business Intelligence Development Studio to create reports, see Creating a Report Using Report Wizard and How to: Create a Report (Reporting Services).
- Add the new report to Microsoft Dynamics CRM. For more information, see Add a report to Microsoft Dynamics CRM.
To share the new report, see the instructions in Share your report with other users.