How to Create SSRS Reports in Dynamics 365 Finance and Operations

ssrs report in d365fo

Introduction

In Elements 365 Finance and Tasks (D365FO), SQL Server Reporting Administrations (SSRS) reports assume a significant part in providing insightful examination and visual portrayals of information. These reports permit clients to examine business information successfully and go with informed choices. Creating SSRS reports in D365FO involves a progression of steps, from setting up brief tables to designing the report format. In this aide, we’ll stroll through the most common way of creating SSRS reports in D365FO.

  1. Setting up Transitory Tables

The most important phase in creating a ssrs report in d365fo is to set up a transitory table to store the information that will be shown in the report. For instance, we should make an impermanent table named “CustReportTmp”. Guarantee to set the table sort property to “InMemory” for better execution.

CREATE TABLE CustReportTmp
(
— Add fields here
) TYPE = InMemory;

2. Defining Fields

Once the temporary table is created, add the fields that you want to include in the report. These fields should be selected from the tables you intend to retrieve data from. Define the necessary fields based on the requirements of your report.

— Add fields to the temporary table

3. Creating an RDP Class

Next, create a new Report Data Provider (RDP) class. It’s considered a best practice to suffix the RDP class name with “DP” to denote its purpose. The RDP class will serve as the data source for your SSRS report.

public class CustReportDP extends SRSReportDataProviderBase
{
// Implement methods to retrieve data for the report
}

4. Implementing Data Retrieval Logic

Within the RDP class, implement the logic to retrieve data from the database tables and populate the temporary table created earlier. Use standard X++ or SQL queries to fetch the required data based on the report parameters or filters.

public void processReport()
{
// Implement data retrieval logic here
}

  1. Designing the Report Format

When the information recovery rationale is executed, now is the ideal time to plan the format of the SSRS report. In Visual Studio, make another SSRS report undertaking and add another report. Plan the report format by adding information areas, text boxes, pictures, and different components as required.

  1. Binding Information to Report

In the SSRS report configuration, bind the dataset to the RDP class made before. This will guarantee that the report gets information from the predefined information source when executed.

  1. Deploying the Report

In the wake of designing the report format, convey the SSRS report to the Elements 365 climate. Guarantee that all essential designs are made to make the report available to clients within D365FO.

End

Creating SSRS reports in Elements 365 Finance and Tasks is a crucial undertaking for generating meaningful insights from business information. By following the means outlined in this aide, you can proficiently make SSRS reports custom-made to your association’s particular prerequisites. From setting up transitory tables to designing the report format, each step adds to the improvement of a powerful reporting arrangement within D365FO. Mastering SSRS reporting capacities engages associations to pursue information driven choices and drive business development actually.