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How to Filter SSRS Report on Model Driven App

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Posted on by MinhPham96

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Hi, currently we are trying to implement a custom report using this tutorial. We were able to create and embed the SSRS report to the Model Driven App. But the problem is that at the final step, the report will display all the data from the current table, we want to apply filter to run the report for a selected record only. Is this possible ? Thank you.

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Microsoft Dataverse with Power Apps

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ChrisPiasecki 6,422 Most Valuable Professional on at

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Hi @MinhPham96,

You can add a parameter to the report, and then reference that parameter in your FetchXml filter section. Take a look at the thread below for details on what this looks like.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/224300/how-to-filtered-reports-on-current-record-fetchxml

You can then run the report when viewing a specific record.

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MinhPham96 156 on at

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Hi @ChrisPiasecki , Thank you for the answer, I tried to follow the guide that you sent and this is my setup

First I created a Parameter called "CRM" and set the default to the field "number" in the dataset

In the Report, I edit Filter in the Tablix Properties to filter the field "number" to be equal to the Parameter "CRM"

When I tested on the preview, I can see the Parameter on top, when I selected the number, the report data is filtered by the selected number

But when I publish the report and run the report on the Model Driven App, we cannot select the Parameter, and it always take the First number as the default value

So is there anyway to set the default value of the parameter to be equal to the "number" value of the record that you are selected in the view or form ?

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ChrisPiasecki 6,422 Most Valuable Professional on at

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Hi @MinhPham96 ,

Apologies for the late response. Also, please disregard my latest response, you don't need to manually define the parameter, so please remove that parameter.

Go into your dataset properties, then query. Add the enableprefiltering="1" attribute to your FetchXML as shown below, then hit Refresh Fields.

It should then automatically generate a parameter similar to what you see below, with a name of CRM_<tableName>.

Finally, when you are uploading the report to Dataverse, ensure the Related Record Types is set to the correct table, and ensure Display In is set to Forms for related record types, similar to my example below.

You should then be able to open a record for your table, and in the command bar select Run Report, then see your report listed under Run on selected records.

Hope this helps.

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ChrisPiasecki 6,422 Most Valuable Professional on at

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Hi @MinhPham96,

Just following up on whether the above steps worked for you.

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