SSRS Image Report T4

 

Task4: In student entity create attachments in notes with jpg or png related images.
Create a SSRS report with Specific student name, DOB, Date of Admission, along with student photo which is attached in notes. This should be work for individual students.

User story: Create an attachment in student entity in notes add the related image in jpg or png formant. Create a SSRS REPORT with student name, DOB, Date of Admission, along with student photo which is attached in notes. This should be shown for individual student record.

Entities:

Students

Fields:

Student Name

DOB

ADMISSION 

Creating notes:

Adding the time line to students entity for notes

Fetch xml to retrieve the data from them to students entity.

 

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

  <entity name="annotation">

    <attribute name="subject" />

    <attribute name="notetext" />

    <attribute name="filename" />

    <attribute name="annotationid" />

       <attribute name="documentbody" />

    <order attribute="subject" descending="false" />

    <link-entity name="effizz_students" from="effizz_studentsid" to="objectid" link-type="inner" alias="ap">

      <attribute name="effizz_name" />

      <attribute name="effizz_dateofbirth" />

      <attribute name="effizz_admissionnumber" />

      <filter type="and">

        <condition attribute="effizz_studentsid" operator="eq" uiname="Ram" uitype="effizz_students" value="{8559C283-7B08-EF11-9F8A-002248D654EE}" />

      </filter>

    </link-entity>

  </entity>

</fetch>

Now create a SSRS report for that go to visual studio

Step1: Open Visual studio Click on create project and search for the Reports 
Step2: Select Report Server Project in second Option and Click on Next   

Step3: Rename and click on create Then you see your SSRS reports screen

Step4: Right side we can see Reports Right click on Reports and then we can see some options in that click on Add ==> New Item. Then we can see Add Items Window in That we Have Three Options 1. Report 2. Data Source 3. Data Set .Now select Report because we are Doing for Reports. 

Change the Report name and Add it. By this we are getting a .rdl File (Report Definition Language)

Step5: Then we can see in Left Navigation some Options Like 1.Built in Fields, 2.Parameters, 3.Images, 4.Data Source, 5.Data Sets.

Now Right click on Data Source and click On Add Data Source. Then Data Source Properties page will be Visible.

Step6: In Data Source Properties we have two table 1. General 2. Credentials

1. General

Select General and Give Name, Click on Embedded Connection

 

Select Type as MD365 Fetch and provide the dynamics URL in Connection string

Step7: Next Click on Credentials and click on the option use this user name and password in that provide our Dynamics CRM 365 Credentials and click on ok Button.

Step8: Now for Data Set Right Click on Datasets and click on add Datasets

 

Step9: Then Data Set Properties in that we have many options like

1.      Query 2. Fields 3. Options 4. Filters 5. Parameters

Ø  Now Select Query and Name the Dataset after that click on option Use a Data Set Embedded in my report.

Ø  Then give Data Source which you created.

Ø  Next the query Type select as Text.

Ø  Now In query paste your Fetch XML code and click on Query Designer.

Step10: Create three datasets and paste.

In SSRS reports for Dataset make some changes in query.

Add the tag <attribute name="documentbody"/> into fetch xml which is not came by default, we need to add

In value remove default value and add parameter @Students

Image inserting process:

In photo field click on right, click on Insert and click on Image

Now Right click on image field and click on image properties

Make some changes in Image sources, field, MIME Type.

Click preview and see the output in SSRS report.

Step11: Now Create Report in CRM For that Open CRM, go to advance settings 

click on setting savron ==> click on Customization area ==> click on Customization sub area 

Inside the Customization click on Customize the System ==> click on Components ==> click on Reports

Create a New Report 

 

Step12: Now Select The Report Type as Existing File and Name the report in name text box.

Click on choose file, go to path of report and select . rdl file (Task3ProductDetails.rdl)

Step13: Now in Categorization we have 4 option 

1. Categorize 2.Related Record Type 3.Display in 4.Languages 

In Categorize Select modules Marketing, Sales, Service reports

Related Record Type select Record as Accounts 

For Display In select Forms for related records, List For Related Record, Report Area

For Language select English

Step14: Now Open CRM, Go to Students Record and click on Run Report.

There you can find the given report Student Attachment, click on In Students report and check the result.

Output: Final report in students entity

Bheem report with image

Ram report with image: