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Unlocking the Potential of SSRS Reporting with Custom Parameters
Greetings, fellow MS Dynamics CRM enthusiasts! As you may already know, SSRS (SQL Server Reporting Services) is a powerful tool for generating reports in MS Dynamics CRM. But did you know that you can enhance the functionality of SSRS even further by creating custom parameters? In this article, we will explore the benefits and steps of creating custom parameters for SSRS in MS Dynamics CRM.
What are Custom Parameters in SSRS?
Custom parameters in SSRS allow users to customize the data shown in a report by prompting them to input specific values. These values can be passed to the report query, allowing the report to display only relevant results. This feature can be especially useful for complex reports where showing all data can be overwhelming for the user.
Why Create Custom Parameters in MS Dynamics CRM?
Custom parameters can be useful in MS Dynamics CRM for generating reports that are tailored to specific user needs. For example, you can create a custom parameter that prompts the user to input a date range, and the report will only display data within that range. This can save time and effort for the user, as they no longer have to manually sort through data to find what they need.
How to Create Custom Parameters in MS Dynamics CRM
| Step | Description |
|---|---|
| Step 1 | In the Report Wizard, select the “Parameters” option. |
| Step 2 | Add a new parameter by clicking “Add” and filling in the necessary fields. |
| Step 3 | Set the parameter data type and default value as needed. |
| Step 4 | Use the parameter in the report query by referencing it with the “@” symbol. |
| Step 5 | Save and test the report to ensure the parameter is functioning correctly. |
Step 1: In the Report Wizard, Select the “Parameters” Option
The first step in creating a custom parameter in MS Dynamics CRM is to select the “Parameters” option in the Report Wizard. This will bring up a menu where you can add, edit, and delete parameters.
Step 2: Add a New Parameter by Clicking “Add” and Filling in the Necessary Fields
Once you have selected the “Parameters” option, click “Add” to create a new parameter. You will then be prompted to fill in fields such as the name, prompt, and data type of the parameter.
Step 3: Set the Parameter Data Type and Default Value as Needed
The data type and default value of a parameter can be set to ensure that the user inputs the correct data. For example, if the parameter is asking for a date range, the data type can be set to “Date/Time” and the default value can be set to today’s date.
Step 4: Use the Parameter in the Report Query by Referencing it with the “@” Symbol
To use the parameter in the report query, reference it with the “@” symbol followed by the parameter name. For example, if the parameter name is “DateRange”, the query would look like this: “SELECT * FROM Table WHERE Date BETWEEN @DateRangeStart AND @DateRangeEnd”.
Step 5: Save and Test the Report to Ensure the Parameter is Functioning Correctly
After creating and referencing the parameter in the report query, save the report and test it to ensure that the parameter is working correctly. Make sure that the report is only displaying relevant data based on the parameter input.
Frequently Asked Questions
1. Can I create multiple custom parameters for one report?
Yes, you can create as many custom parameters as needed for a report. However, too many parameters can make the report difficult to use and understand, so it’s important to strike a balance between customization and simplicity.
2. What data types can be used for custom parameters?
Custom parameters in SSRS can be set to various data types, such as Text, Integer, Date/Time, Boolean, and more.
3. Can I set default values for custom parameters?
Yes, default values can be set for custom parameters to ensure that the report displays data even if the user does not input a value for the parameter.
4. Can custom parameters be used in charts and graphs?
Yes, custom parameters can be used in charts and graphs to display only relevant data based on user input.
5. Can custom parameters be saved for future use?
Yes, users can save custom parameter values for future use by selecting the “Save Parameters” option in the report viewer.
6. Are there any limitations to custom parameters in SSRS?
Custom parameters in SSRS have some limitations, such as not being able to reference other parameters or use dynamic data sources. However, these limitations can be worked around with careful planning and customization.
7. Can custom parameters be used in subreports?
Yes, custom parameters can be used in subreports to display only relevant data based on user input.
Conclusion
Creating custom parameters for SSRS in MS Dynamics CRM can greatly enhance the functionality and usability of reports. By prompting users to input specific values, reports can display only relevant data, saving time and effort. With careful planning and customization, custom parameters can unlock the full potential of SSRS reporting in MS Dynamics CRM.
We encourage all MS Dynamics CRM users to explore the possibilities of custom parameters and take advantage of this powerful feature. Happy reporting!
Closing Disclaimer
The information provided in this article is based on our experiences and may not reflect the views and opinions of all users. While we have made every effort to ensure the accuracy and reliability of the information presented, we cannot be held responsible for any errors or omissions.
