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SSRS Reports

SSRS reports for Dynamics

Dynamics and Model Driven Power Apps have the facility to render SQL Server Reporting Services (SSRS) reports. To create and customise them requires a very specific tool-chain.

To get started with using SQL Server Reporting Services (SSRS) report with model-driven PowerApps, you need to run some specific software. You will need to use FetchXML to write queries against Dataverse tables. You will need to install the following software in this order.

  1. Install Visual Studio Enterprise 2019
    • Include the 'Data storage and processing' workload under 'Other Toolsets'
  2. Install Visual Studio Extensions
    • Web Live Preview (Preview)
    • Microsoft Reporting Services Projects
    • Microsoft Analysis Services Projects
  3. Install the v9.0 Dynamics 365 Report Authoring Extension

You can then use Visual Studio 2019 to author reports.

To add a datasource, you use an embedded connection and choose �Microsoft Dynamics 365 Fetch� as your type. For the Connection String, type in your Dynamics 365 root URL.

Image shows the Date Source Properties screen showing the embedded connection details

Add a dataset and use FetchXML as your query text. Note, you can use FetchXML Builder from the XRM Toolkit to help you build FetchXML queries.

Image shows the FetchXML Query

Save the .rdl file and then to Power Apps and navigate to your solution. You can then upload your report and choose the related table (such as projects for a project status report). To overwrite an existing report, go into Edit mode for the report and then select Choose File and upload your .rdl to overwrite.

Image shows the New Report General tab

Altus Status Reports (Deprecated)

Previously, Altus shipped with a set of SSRS Status Reports which included;

  • Status Report (PPTX)
  • Status Report (Word-PDF)
  • Program Status Report
  • Portfolio Status Report

Customers who had made customisations to these reports should continue to see their customised reports. For customers who had not customised the reports, the reports will by default now be hidden from Altus.

If these Reports are hidden, they can be shown again by modifiying the Display In property of the Report to contain the values 'Forms for related record types' and 'Reports area'.

Image shows the Display In property for a SSRS Status Report

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