Creating Query-Based SSRS Reports in D365 F&O - Step-by-Step Guide

Rumman Ansari   Software Engineer   2024-09-22 03:11:14   1274  Share
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Query Based SSRS Report in D365 F&O

A Query-Based SSRS Report in Dynamics 365 Finance & Operations (D365 F&O) refers to a report generated using SQL Server Reporting Services (SSRS), where the data is fetched based on a query defined within the AOT (Application Object Tree). This type of report relies on an AOT query to retrieve data from various tables, which is then displayed in the report using SSRS.


Steps Need to follow to create a Query Based Report:

We will follow below steps to create a query based report.

Create a project

If you don't know how to create project click here.

Create a report from by right click on the project.

How to create a report from project
  • *Datasets: Based on requirement you can add multiple data sets.

  • *Design: Based on requirement you can add multiple data sets.

  • Images: if required you can add image in the report

Empty Report IN D365

Add Data Source and Select Query

Right click on the dataset and add new data source.

Dataset added in the report

After it just select a select data source type as query.

Dataset properties of report dataset

After it click on query and new window will open from there select Data set you need then after this all fields will open then select your required fields.

Data source properties of a report Query
Figure:

  • Click on NEXT button and then select required fields.

  • After that click on the OK button.
  • Now check in your data set you will get all fields which you have selected.
Data source properties of a report Query select fields

How to add design in the report.

Right Click on the design and click on Auto Design,

How to add design in the Report
After that Click on Auto Design and then click on New Table Design. How to add design in the Report

From Properties select Dataset and Style Template.

How to add design in the Report

Deploy Report

Deploy your report. By right clicking on the report.

Deploy report

View the report

To View the report add a Output Menu item.

Select the Object Type as SSRSReport. and Also select the Object and give labels.

After it just make your menu item as startup object. Then you can build and run your project to see the output.

Output  Menu Item based on Object Type