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Please guide me about this. I am working on CRM online.

I need report(custom SSRS) which will be invoked from Campaign and it will print all the Leads belongs to that Campaign.

How should i achieve this.

I created a master report based on Campaign, and a child report which is added inside that master report using BIDS.

I am passing campaignId to the child and child report does it work simply.

Is it possible using single report instead of two report...??

Any help would be appreciated.

Thanks

Guido Preite
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Anish
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1 Answers1

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You can create a single report, isn't mandatory to use the Parent-Child relationship that is available with Dynamics CRM.

Inside your report you can create how many dataset you want, just define a dataset with a query (built with FetchXml because you are using CRM Online) that will fetch for the related leads of the selected campaign.

You can use Advanced Find to get the FetchXml to start.

Example: you have the FetchXml from the Advanced Find, this will retrieve all the leads with the attribute new_campaignid as the selected GUID value.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="lead">
    <attribute name="fullname" />
    <attribute name="companyname" />
    <attribute name="telephone1" />
    <attribute name="leadid" />
    <order attribute="fullname" descending="false" />
    <filter type="and">
      <condition attribute="new_campaignid" operator="eq" uiname="Test Campaign" uitype="campaign" value="{F7038DE4-B5A5-E211-8417-000C29E20CBC}" />
    </filter>
  </entity>
</fetch>

after create the dataset, I attached a screenshot of BIDS

enter image description here

Guido Preite
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  • dataset? I have no idea about dataset in Fetch XML reporting service. Can you please provide some examples or something so that i can start. Really i want to implement this if this is possible using single report. Please help, Thanks – Anish Jul 29 '13 at 11:47
  • So, here i need to create 2 Dataset. One for Campaign and another for Lead? Then how Dataset for Lead will receive campaignId from first Dataset? – Anish Jul 29 '13 at 12:21
  • if the first dataset get the campaignid from a parameter, you can create the second dataset to get the same parameter too. – Guido Preite Jul 29 '13 at 12:23