Wednesday 3 August 2016

SSRS Prefiltering not working in CRM

SSRS Prefiltering not working in CRM


Hi All. Sometimes it happens in CRM that the prefiltering of the report doesn't work. It means if we run the report for a selected record, it runs for all records instead of the selected record. Here, i am going to explain one of the reason for this with an example with few steps and the solution for this:

1). Create a simple report in visual studio say Report_A. Don't add prefiltering on the data-set of the report.



2). Create a CRM report "Report A". Add "Report_A" in it.


3). Now open any Contact record. Go to report menu. Click on report. You will see that the report comes under the heading "Run on All Records". It means the report will run on all records and not on the selected record.


4). Now add prefiltering on the report and upload it to CRM. Refresh the page. You will still see the report under the heading "Run on All Records".

This is the bug with the CRM reporting. Even after adding the prefiltering in the report, it still runs on all records. So, the solution is, delete the report from CRM and add it again. Refresh the page. Now you will see the report under the heading "Run on Current Record".

Thank You

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