Sample: Download report definition
Applies To: Dynamics CRM 2013
This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\Reporting\DownloadReportDefinition.cs
SampleCode\VB\Reporting\DownloadReportDefinition.vb
Requirements
For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Demonstrates
This sample shows how to download a report definition (.rdl) file using the DownloadReportDefinitionRequest message.
Example
using System;
using System.IO;
using System.Xml;
using System.ServiceModel;
using System.ServiceModel.Description;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to download the report definition (RDL) file.
/// </summary>
public class DownloadReportDefinition
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
// Define the variables needed for this sample.
String _currentDirectoryPath;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Download the report definition.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
// Query for an an existing report: Account Overview. This is a default report in Microsoft Dynamics CRM.
QueryByAttribute reportQuery = new QueryByAttribute(Report.EntityLogicalName);
reportQuery.AddAttributeValue("name", "Account Overview");
reportQuery.ColumnSet = new ColumnSet("reportid");
// Get the report.
EntityCollection retrieveReports = _serviceProxy.RetrieveMultiple(reportQuery);
// Convert retrieved Entity to a report
Report retrievedReport = (Report)retrieveReports.Entities[0];
Console.WriteLine("Retrieved the 'Account Overview' report.");
// Use the Download Report Definition message.
DownloadReportDefinitionRequest rdlRequest = new DownloadReportDefinitionRequest
{
ReportId = retrievedReport.ReportId.Value
};
DownloadReportDefinitionResponse rdlResponse = (DownloadReportDefinitionResponse)_serviceProxy.Execute(rdlRequest);
// Get the current directory path.
_currentDirectoryPath = Directory.GetCurrentDirectory();
// Access the xml data and save to disk
XmlTextWriter reportDefinitionFile = new XmlTextWriter( _currentDirectoryPath + "\\NewReport.rdl", System.Text.Encoding.UTF8);
reportDefinitionFile.WriteRaw(rdlResponse.BodyText);
reportDefinitionFile.Close();
if (File.Exists(_currentDirectoryPath + "\\NewReport.rdl"))
{
Console.WriteLine("Downloaded the report definition (NewReport.rdl) to '{0}'.", _currentDirectoryPath.ToString());
}
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// All the entity records in this sample are created in the Run() method.
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user to delete
/// the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want the records to be deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
File.Delete(_currentDirectoryPath + "\\NewReport.rdl");
Console.WriteLine("The downloaded report definition has been deleted.");
}
}
#endregion How To Sample Code
#region Main
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
DownloadReportDefinition app = new DownloadReportDefinition();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe
= ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main
}
}
Imports System.IO
Imports System.Xml
Imports System.ServiceModel
Imports System.ServiceModel.Description
' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Discovery
Imports Microsoft.Xrm.Sdk.Messages
' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Crm.Sdk.Messages
Namespace Microsoft.Crm.Sdk.Samples
''' <summary>
''' This sample shows how to download the report definition (RDL) file.
''' </summary>
Public Class DownloadReportDefinition
#Region "Class Level Members"
''' <summary>
''' Stores the organization service proxy.
''' </summary>
Private _serviceProxy As OrganizationServiceProxy
' Define the variables needed for this sample.
Private _currentDirectoryPath As String
#End Region ' Class Level Members
#Region "How To Sample Code"
''' <summary>
''' Create and configure the organization service proxy.
''' Download the report definition.
''' Optionally delete any entity records that were created for this sample.
''' </summary>
''' <param name="serverConfig">Contains server connection information.</param>
''' <param name="promptforDelete">When True, the user will be prompted to delete all
''' created entities.</param>
Public Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptForDelete As Boolean)
Try
' Connect to the Organization service.
' The using statement assures that the service proxy will be properly disposed.
_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
Using _serviceProxy
' This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes()
' Call the method to create any data that this sample requires.
CreateRequiredRecords()
' Query for an an existing report: Account Overview. This is a default report in Microsoft Dynamics CRM.
Dim reportQuery As New QueryByAttribute(Report.EntityLogicalName)
reportQuery.AddAttributeValue("name", "Account Overview")
reportQuery.ColumnSet = New ColumnSet("reportid")
' Get the report.
Dim retrieveReports As EntityCollection =
_serviceProxy.RetrieveMultiple(reportQuery)
' Convert retrieved Entity to a report
Dim retrievedReport As Report = CType(retrieveReports.Entities(0), Report)
Console.WriteLine("Retrieved the 'Account Overview' report.")
' Use the Download Report Definition message.
Dim rdlRequest As DownloadReportDefinitionRequest =
New DownloadReportDefinitionRequest With {
.ReportId = retrievedReport.ReportId.Value
}
Dim rdlResponse As DownloadReportDefinitionResponse =
CType(_serviceProxy.Execute(rdlRequest), DownloadReportDefinitionResponse)
' Get the current directory path.
_currentDirectoryPath = Directory.GetCurrentDirectory()
' Access the xml data and save to disk
Dim reportDefinitionFile As New XmlTextWriter(_currentDirectoryPath & "\NewReport.rdl", System.Text.Encoding.UTF8)
reportDefinitionFile.WriteRaw(rdlResponse.BodyText)
reportDefinitionFile.Close()
If File.Exists(_currentDirectoryPath & "\NewReport.rdl") Then
Console.WriteLine("Downloaded the report definition (NewReport.rdl) to '{0}'.", _currentDirectoryPath.ToString())
End If
DeleteRequiredRecords(promptForDelete)
End Using
' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
' You can handle an exception here or pass it back to the calling method.
Throw
End Try
End Sub
''' <summary>
''' This method creates any entity records that this sample requires.
''' </summary>
Public Sub CreateRequiredRecords()
' All the entity records in this sample are created in the Run() method.
End Sub
''' <summary>
''' Deletes any entity records that were created for this sample.
''' <param name="prompt">Indicates whether to prompt the user to delete
''' the records created in this sample.</param>
''' </summary>
Public Sub DeleteRequiredRecords(ByVal prompt As Boolean)
Dim deleteRecords As Boolean = True
If prompt Then
Console.WriteLine(vbLf & "Do you want the records to be deleted? (y/n)")
Dim answer As String = Console.ReadLine()
deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y"))
End If
If deleteRecords Then
File.Delete(_currentDirectoryPath & "\NewReport.rdl")
Console.WriteLine("The downloaded report definition has been deleted.")
End If
End Sub
#End Region ' How To Sample Code
#Region "Main"
''' <summary>
''' Standard Main() method used by most SDK samples.
''' </summary>
''' <param name="args"></param>
Public Shared Sub Main(ByVal args() As String)
Try
' Obtain the target organization's Web address and client logon
' credentials from the user.
Dim serverConnect As New ServerConnection()
Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()
Dim app As New DownloadReportDefinition()
app.Run(config, True)
Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
Console.WriteLine("The application terminated with an error.")
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp)
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode)
Console.WriteLine("Message: {0}", ex.Detail.Message)
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText)
Console.WriteLine("Inner Fault: {0}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
Catch ex As TimeoutException
Console.WriteLine("The application terminated with an error.")
Console.WriteLine("Message: {0}", ex.Message)
Console.WriteLine("Stack Trace: {0}", ex.StackTrace)
Console.WriteLine("Inner Fault: {0}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
Catch ex As Exception
Console.WriteLine("The application terminated with an error.")
Console.WriteLine(ex.Message)
' Display the details of the inner exception.
If ex.InnerException IsNot Nothing Then
Console.WriteLine(ex.InnerException.Message)
Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) =
TryCast(ex.InnerException, FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
If fe IsNot Nothing Then
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp)
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode)
Console.WriteLine("Message: {0}", fe.Detail.Message)
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText)
Console.WriteLine("Inner Fault: {0}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
End If
End If
' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
Finally
Console.WriteLine("Press <Enter> to exit.")
Console.ReadLine()
End Try
End Sub
#End Region ' Main
End Class
End Namespace
See Also
DownloadReportDefinitionRequest
Sample code for reporting
Developers guide to reports for Microsoft Dynamics CRM 2013
Sample: Get the report history limit