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How do I Create a Replacement Report in Dynamics 365? - Knowledgebase / Lasernet FO Connector / Lasernet FO Connector FAQs - Formpipe Support Portal

How do I Create a Replacement Report in Dynamics 365?

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To create a replacement report, ensure you have the prerequisite described:

1. Add the SSRS report you wish to replace in Lasernet > Common > Reports.

2. Navigate to the Action pane > Setup > Tools and click Refresh to refresh the SSRS report and load the data sources and fields.

To create a replacement report, follow these steps:

1. Navigate to Modules > Lasernet > Common > Reports and open a list of reports.

2. Select the report for which you want a replacement, and then click the Replacement button in the Replacement group of the Setup tab.

3. The Replacement report pane will open. Click the Create New radio button, and then type a report name (it helps identify the replacement). Once you are done, click OK.

As a result, the replacement report is shown in the report list. It may be empty.

4. Locate it in the list, and then launch the Query wizard to check everything. To this end, click Query wizard in the Query group of the Setup tab.

5. Navigate to the Tables tab, and then to the Select fields tab to make sure all tables and fields you need are defined. At this point, you can make any changes needed. Once you are done, click Finish to save the changes and refresh the report style sheet.

While creating a replacement report, it is possible to adjust how tables used in the replacement report are to be initialized.

Using the same TMP tables multiple times for the replacement report used to be a problem. The new enhancement allows using the same TMP table multiple times.

The following example illustrates the settings of the replacement report being created for a Formletter report like SalesInvoice (SSRS) which uses createdTransactionId for the range:

The following image illustrates the settings of the replacement report (Query) being created for the CustListReport SSRS report using (copying) the same ranges used for the SSRS report:

Initialization of ranges can be disabled by clearing the Active check box within the required record.

Disabling the copy range action for the CustTable_1 data source as well as for the CustListReport report allows adding all customers to the output as the Account numbers are not added to the ranges when the report is initialized.

Information about a table type and a data provider is now shown in the replacement form. This information may be useful to ensure the proper combination of the table type and the extension in the DP class.

In the following image, you can see information shown when a replacement is selected for the ReturnAcknowledgementAndDocument report.

In the following image, you can see information shown when a replacement is selected for the SalesInvoice report:


The same information is shown for the SSRS report under Data sources.

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