We help IT Professionals succeed at work.

Check out our new AWS podcast with Certified Expert, Phil Phillips! Listen to "How to Execute a Seamless AWS Migration" on EE or on your favorite podcast platform. Listen Now


Microsoft CRM 4.0 - Adding a SSRS report to Account

Medium Priority
Last Modified: 2012-05-11
I have created an SSRS report and added the rdl to the Reports menu.  It is functioning correctly.

I now need instructions on how to add this report under Accounts > Open an account > Reports > Run on Current Record.

The more step-by-step the instructions the better.  A link would also be good

Watch Question

Unlock this solution with a free trial preview.
(No credit card required)
Get Preview


I added it to Contacts (it had already been added to Accounts).   When I open a contact, it shows it  as "Run for All Records" instead of "Current Record".

The weird thing is that for Accounts, it runs for the Current Record so the SELECT *
FROM filteredaccount AS CRMAF_Acct appears to be added there.

For contacts, would it be something like  SELECT * FROM filteredcontact AS CRMAF_Cont?

Thanks for your help
that's correct. If your report includes multiple tables/views joined together and you want filtering to occur on all, use the CRMAF_ on all...


Thanks - that is very helpful.

The report is actually based on a stored procedure and then a query in the dataset to add some parameter values.  Would the prefilter go in the dataset query?

hmmm, that I've never tried. I would think that would do it though.
Unlock the solution to this question.
Thanks for using Experts Exchange.

Please provide your email to receive a free trial preview!

*This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.


Please enter a first name

Please enter a last name

8+ characters (letters, numbers, and a symbol)

By clicking, you agree to the Terms of Use and Privacy Policy.