report-writing-environment-using-sql-server-data-tools.md

title	description	ms.custom	ms.date	ms.reviewer	ms.suite	ms.tgt_pltfrm	ms.topic	applies_to	ms.assetid	caps.latest.revision	author	ms.author	tags	search.audienceType
Required tools for report writing in Dynamics 365 Customer Engagement (on-premises)	This page explains the tools and privileges that are needed to write and publish reports in Dynamics 365 Customer Engagement (on-premises).		06/28/2021				article	Dynamics 365 for Customer Engagement (online)	4c31abe1-7c07-4498-b69a-ddfed2686d08	23	Mattp123	matp	MigrationHO	customizer

Report writing environment using SQL Server Data Tools

This article describes what’s needed to author [!INCLUDEpn_dynamics_crm] apps reports.

You must have the required development tools and appropriate privileges in [!INCLUDEpn_dynamics_crm] apps to write and publish a report. Also, you should be familiar with:

• [!INCLUDEpn_Visual_Studio].

• Creating [!INCLUDEpn_SQL_Server_Reporting] reports using [!INCLUDEpn_sql_server_data_tools_SSDT].

• To write Fetch-based reports, the [!INCLUDEpn_dynamics_crm] apps FetchXML language.

Required tools

The following are required to write a custom report for [!INCLUDEpn_dynamics_crm] apps:

• [!INCLUDEpn_Visual_Studio]. For specific versions, see Report Authoring Extension requirements.

• [!INCLUDEpn_sql_server_data_tools]. This is a report authoring environment that is available as a plug-in with [!INCLUDEpn_Visual_Studio].

• Dynamics 365 Report Authoring Extension. This is required if you are writing custom Fetch-based reports. Notice that Dynamics 365 customer engagement apps, such as Dynamics 365 Sales and Dynamics 365 Customer Service, only support Fetch-based reports. Dynamics 365 Report Authoring Extension must be installed on the computer where [!INCLUDEpn_Visual_Studio] and [!INCLUDEpn_sql_server_data_tools] are installed. Download: Dynamics 365 Report Authoring Extension. For installation instructions, see Install Dynamics 365 Report Authoring Extension.

• Microsoft Reporting Services Projects extension. Used to create report server projects. The extension is included with Visual Studio 2015. For later versions, see Report Services Projects extension.

Note

• You can’t use SQL Server Reporting Services Report Builder to author FetchXML reports. The Dynamics 365 Report Authoring Extension for SQL Server Data Tools is used to author FetchXML reports.
• Dynamics 365 Report Authoring Extension is available only in a 32-bit version.

Required privileges

To deploy custom reports to [!INCLUDEpn_dynamics_crm] apps, you must have a [!INCLUDEpn_dynamics_crm] apps account and a security role assigned to you that includes the PublishReport privilege. By default, the System Customizer and System Administrator security roles include these privileges.

Report development process

The following lists the steps for developing custom [!INCLUDEpn_dynamics_crm] apps reports. You may have to repeat some steps while you develop a report:

1. Develop a report concept or specification based on what business information is to be displayed.

2. Create a custom report or use an existing report to modify using [!INCLUDEpn_sql_server_data_tools] in [!INCLUDEpn_Visual_Studio].

   • Create a new (custom) report. [!INCLUDEproc_more_information] Create custom reports using SQL Server Data Tools

   • Download an existing [!INCLUDEpn_dynamics_crm] apps report definition language (.rdl) file. To do this, open a customer engagement app, select the Reporting tab, select the report you want, and then select Edit on the command bar. On the report properties page, select Download Report from the Actions toolbar.

3. Create basic report parameters. [!INCLUDEproc_more_information] Use Parameters in Reports

4. Specify datasets and filtering criteria for retrieving data:

   • Enable pre-filtering on the primary entities. [!INCLUDEproc_more_information] Use Filters in Reports

5. Define the basic layout of the report, including headers and footers.

6. Add report items as required based on the report specification. [!INCLUDEproc_more_information] Add Report Navigation

7. Preview the report in [!INCLUDEpn_Visual_Studio], and resolve any errors. [!INCLUDEproc_more_information] Test and Troubleshoot Reports

8. Deploy the report to the reporting server by using [!INCLUDEpn_dynamics_crm] apps. [!INCLUDEproc_more_information] Publish Reports

9. Run the deployed report to verify.

See also

Build queries with FetchXML
Create Custom Reports Using SQL Server Data Tools

[!INCLUDEfooter-include]