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Power Platform Community / Forums / Power Automate / Print detailed Dynamic...
Power Automate
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Print detailed Dynamics CRM SSRS report with Power Automate

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Posted on by

Hi Community,

 

I have been tasked with building a scheduled workflow for downloading a SSRS report (Opportunities) from our Dynamics CRM. As a baseline, I followed the suggestions/ solution here: SSRS Report Execution using Flow and used additional material from blogs and videos. 

While I have been able to implement the described solution successfully, I am still only able to download an aggregated view of the report, ie. a graphical illustration of the aggregated sum/ amount of opportunities. Below that graphical illustration is a link with the caption "Show All" - clicking on this will show the individual opportunities that I would be interested in.

 

Default view:

SundanceKid_0-1711280602330.png

View after clicking "Show All" (target view)

SundanceKid_1-1711280722734.png

 

My question is, if there is a way to change the view of the report in my Power Automate flow so that I can save the detailed opportunities as a PDF instead of just the aggregated amount?

 

So far I have already tried the following:

  1. I have used the developer tools from my browser to capture the network traffic. The information displayed in the "request" section I have included another HTTP-Request in my flow
  2. I have tried to change the "CRM-Filter" to show a drillthrough-view
  3. Added 156 to the target URL: /CRMReports/rsviewer/reportviewer.aspx:156, hoping this would request the subdocument
  4. Extracted the "drill-through-URL" from the original response and tried to use that in the following steps

Unfortunately, none of these approaches were successful so far.

Does anyone know, if it is even possible to change the view of a report from aggregated to detailed within Power Automate Flow?

 

Any help would be greatly appreciated.

Thanks

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I have the same question (0)
  • mwardm Profile Picture
    8 on at

    What's the output you get if you manually select PDF from within the report viewer.  Is that acceptable?

     

    The instructions at the link you posted have an explicit step in there for extracting and using the PdfDownloadUrl - are you definitely doing that bit?

     

    (Otherwise, I'd suggest building your own report that only show the detailed level and automating that report instead.)

     

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