CODEWITHSUNDEEP
reporting-servicesdynamics-crm-2011
jimminybob
jimminybob

Reputation: 1442

Link rdl report to multiple parent reports in CRM 2011

I have created some reports to go into CRM, one of these reports uses the other as a sub-report and I have linked the two together so that it all works. But now I have a second report that will need the same sub-report on it. So is there any way that I can link a sub-report to multiple parents so that both can see it? Or will I need to have a copy of the sub-report for each report I want to use it in?

Thanks

Upvotes: 1

Views: 1412

Answers (3)

TRezendes
TRezendes

Reputation: 108

Old though this question may be, I just wanted to back up Andrew's answer. Looking at the Report entity in the Solution, you can see that Report:Parent Report is defined as a N:1 relationship; one report can have multiple sub-reports, but a given sub-report can only have one parent. Screenshot from within Microsoft Dynamics 365 showing the N:1 relationships for the Report entity. One row of the list is highlighted: {'Schema Name':'report_parent_report', 'Primary Entity':'Report', 'Related Entity':'Report', 'Type of Behavior':'Parental', 'Field Name':'Parent Report', 'State':'Managed', 'Customizable':'True', 'Field Description':'Unique identifier of the parent report.'}

Upvotes: 0

guusvanw
guusvanw

Reputation: 41

Better late than never, and for future reference:

I solved this issue by using a IF/ELSE structure, this way I can use the parent to select which selection to make. When the sub-report is run directly it uses the CRM Automatic Filtering context. When the sub-report is provisioned with an account ID from a parent it uses this to determine the context.

IF(@AccountId IS NULL OR @AccountId = '')
BEGIN
SELECT TOP(3) ava_campaignparticipationid AS CampaignParticipationId
FROM Filteredava_campaignparticipation AS CRMAF_Filteredava_campaignparticipation
END
ELSE
BEGIN
SELECT ava_campaignparticipationid AS CampaignParticipationId
FROM Filteredava_CampaignParticipation
WHERE ava_accountid = @AccountId
AND ava_participation = 915240002
END

Hope this helps someone out there.

Regards.

Upvotes: 0

Andrew
Andrew

Reputation: 10033

From my experience you can only link a sub report to one parent via the Dynamics interface.

I am looking at other options to get around this at the moment, but haven't found any as of yet.

I am currently creating two sub-reports in cases like this.

Upvotes: 2

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