Udgive en rapport vha. Microsoft Dynamics 365-webtjenesten

Artikel
03/04/2017

Udgivet: januar 2017

Gælder for: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Hvis du vil udgive en rapport til Microsoft Dynamics 365, kan du oprette en ny rapportpost eller opdatere en eksisterende rapportpost. Brug metoden IOrganizationService.Create til at oprette en rapport, eller brug metoden IOrganizationService.Update til at opdatere en rapport. Du skal angive rapporttypen, rapportsynligheden, rapportkategorier og relaterede objekter til rapporten, som vist nedenfor.

Angiv rapporttype

Når du opretter rapporten, kan du angive typen rapport vha. attributten Report.ReportTypeCode. En rapport kan være en af følgende typer:

Reporting Services-rapport: For denne rapporttype kan du angive en værdi for attributten Report.BodyText. Du kan også angive navnet på den .rdl-fil, der indeholder den ønskede rapportdefinition vha. attributten Report.Filename.
Anden rapport: For denne rapporttype kan du indstille en værdi for attributten Report.BodyBinary. Angiv navnet på den .rdl-fil, der indeholder den ønskede rapportdefinition vha. attributten Report.Filename.
Kædet rapport: For denne rapporttype kan du angive en værdi for attributten Report.BodyUrl.

Angiv rapportkategori

Hvis du vil have vist og køre en rapport i forskellige rapportkategorier, f.eks. marketing, salg eller service, skal du bruge attributten ReportCategory.CategoryCode til at angive en kategori. Du kan angive flere kategorier for en rapport.

Angiv rapportsynlighed

Som standard er rapporten synlig i visningen Alle rapporter, herunder underrapporter i gitteret Rapporter. Hvis du vil have vist en rapport i flere visninger i gitteret eller forskellige områder, såsom objektformular eller -gitter, skal du bruge attributten ReportVisibility.VisibilityCode til at angive visningen eller området. Du kan angive flere visninger og områder for en rapport.

Angiv rapportobjekter

Hvis du vil angive et relateret objekt for rapporten, kan du bruge attributten ReportEntity.ObjectTypeCode. Du kan angive flere relaterede objekter.

Eksempel

I dette eksempel vises, hvordan du opretter poster, der er nødvendig for at udgive en rapport.



// Define an anonymous type to define the possible values for
// report type.
var ReportTypeCode = new
{
    ReportingServicesReport = 1,
    OtherReport = 2,
    LinkedReport = 3
};

// Define an anonymous type to define the possible values for
// report category.
var ReportCategoryCode = new
{
    SalesReports = 1,
    ServiceReports = 2,
    MarketingReports = 3,
    AdministrativeReports = 4
};

// Define an anonymous type to define the possible values for
// report visibility
var ReportVisibilityCode = new
{
    ReportsGrid = 1,
    Form = 2,
    Grid = 3,
};

// Instantiate a report object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.

Report sampleReport = new Report
{
    Name = "Sample Report",
    BodyText = File.ReadAllText("SampleReport.rdl"),
    FileName = "SampleReport.rdl",
    LanguageCode = 1033, // US English
    ReportTypeCode = new OptionSetValue(ReportTypeCode.ReportingServicesReport)
};
// Create a report record named Sample Report.
_reportId = _serviceProxy.Create(sampleReport);


// Set the report category.
ReportCategory sampleReportCategory = new ReportCategory
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    CategoryCode = new OptionSetValue(ReportCategoryCode.AdministrativeReports)
};
_reportCategoryId = _serviceProxy.Create(sampleReportCategory);

// Define which entity this report uses.
ReportEntity reportEntity = new ReportEntity
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    ObjectTypeCode = Account.EntityLogicalName
};
_reportEntityId = _serviceProxy.Create(reportEntity);


// Set the report visibility.
ReportVisibility rv = new ReportVisibility
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    VisibilityCode = new OptionSetValue(ReportVisibilityCode.Form)
};
_reportVisibilityId1 = _serviceProxy.Create(rv);

rv = new ReportVisibility
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    VisibilityCode = new OptionSetValue(ReportVisibilityCode.Grid)
};
_reportVisibilityId2 = _serviceProxy.Create(rv);

rv = new ReportVisibility
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    VisibilityCode = new OptionSetValue(ReportVisibilityCode.ReportsGrid)
};
_reportVisibilityId3 = _serviceProxy.Create(rv);

Console.WriteLine("{0} published in Microsoft Dynamics CRM.", sampleReport.Name);



' Define an anonymous type to define the possible values for
' report type.
Dim ReportTypeCode = New With {
     Key .ReportingServicesReport = 1,
     Key .OtherReport = 2,
     Key .LinkedReport = 3}

' Define an anonymous type to define the possible values for
' report category.
Dim ReportCategoryCode = New With {
     Key .SalesReports = 1,
     Key .ServiceReports = 2,
     Key .MarketingReports = 3,
     Key .AdministrativeReports = 4}

' Define an anonymous type to define the possible values for
' report visibility
Dim ReportVisibilityCode = New With {
     Key .ReportsGrid = 1,
     Key .Form = 2,
     Key .Grid = 3}

' Instantiate a report object.
' See the Entity Metadata topic in the SDK documentation to determine
' which attributes must be set for each entity.

Dim sampleReport As Report =
 New Report With {
  .Name = "Sample Report",
  .BodyText = File.ReadAllText("SampleReport.rdl"),
  .FileName = "SampleReport.rdl",
  .LanguageCode = 1033,
  .ReportTypeCode = New OptionSetValue(ReportTypeCode.ReportingServicesReport)
 }
' Create a report record named Sample Report.
_reportId = _serviceProxy.Create(sampleReport)


' Set the report category.
Dim sampleReportCategory As ReportCategory =
 New ReportCategory With {
  .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
  .CategoryCode = New OptionSetValue(ReportCategoryCode.AdministrativeReports)
 }
_reportCategoryId = _serviceProxy.Create(sampleReportCategory)

' Define which entity this report uses.
Dim reportEntity As ReportEntity =
 New ReportEntity With {
  .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
  .ObjectTypeCode = Account.EntityLogicalName
 }
_reportEntityId = _serviceProxy.Create(reportEntity)


' Set the report visibility.
Dim rv As ReportVisibility =
 New ReportVisibility With {
  .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
  .VisibilityCode = New OptionSetValue(ReportVisibilityCode.Form)
 }
_reportVisibilityId1 = _serviceProxy.Create(rv)

rv = New ReportVisibility With {
 .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
 .VisibilityCode = New OptionSetValue(ReportVisibilityCode.Grid)
}
_reportVisibilityId2 = _serviceProxy.Create(rv)

rv = New ReportVisibility With {
 .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
 .VisibilityCode = New OptionSetValue(ReportVisibilityCode.ReportsGrid)
}
_reportVisibilityId3 = _serviceProxy.Create(rv)

Console.WriteLine("{0} published in Microsoft Dynamics CRM.", sampleReport.Name)

Se også

Udviklervejledning til rapporter for Microsoft Dynamics 365
Udgivelse af rapporter
Eksempel: Udgive en rapport
Administrere en rapport i offlinetilstand

Microsoft Dynamics 365

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