Friday, May 18, 2012

SSRS Reports for CRM 2011

                This post is about how to create SSRS reports (SQL Server Reporting Services) for a CRM 2011. The SSRS reports require BIDS (Business Intelligence Development Studio) installed which comes with Visual Stuio 2010 and  SQL Server 2008 R2.

               First Thing to do  before starting creating the Report is find the logic of the Report (Dont Panic!! just make a note of what your report want to display). and after that start the technical thing.

  • Start BIDS and File-> new Project
  • Select Report Server Project
  • Give proper Name to the Solution and choose the path for the report to be saved.
  • Now you'll be taken to a screen where you can see nothing.!!!
  • Dont worry the things are yet to come, in right hand side you'll see solution explorer.
  • Right Click on Reports folder in that and select Add New Report
  • Now it will ask you to connect the data base you want to make Report in. Select the Proper Database and Next is the query builder screen where you can type queries right into the screen and get the things that you want show in the results
  • Next screen will ask you to select Tabular or matrix form of report
  • Select Tabular as those are the standard form of report and click finish in next screen.
  • Violla!!!!! you report will be shown in next screen  and you need to click preview to view your report. :)

This is just a basic report creation you can do much more in depth things like adding Parameter in the Reports and getting user parameter in the Report to filter the data. Lots of other things.

Msdn Link fro SSRS
AcceleBrate Link (which i found usefull when i started working)

also a pdf is provided in the above link read through it.

Enjoy
Regards,
Hari 

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