How to Create SSRS Report - in D365 F&O

Rumman Ansari   Software Engineer   2023-05-04   2421 Share
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Table of Content:

How to Create SSRS Report - in D365 F&O

Below we have types of reports based on data source, click first one or second one you will redirect to another page for process of creation of report. But before start read all the information present in this page so it will be easier for you to understand it better.

Types of SSRS Report based on Data Source Type

  1. Query Based Report
  2. Report Data Provider based Report
  3. AX Enum Provider

To Create a SSRS Report you need to understand below Terminology:

SSRS (SQL Server Reporting Services) reports in D365 F&O (Dynamics 365 Finance and Operations) are built using various components and terminology specific to the D365 F&O development framework. Here are some key components and terminology related to SSRS reports in D365 F&O:

  1. Data Provider (DP) class: The DP class is a key component in D365 F&O development. It is responsible for retrieving and manipulating data from the D365 F&O database. The DP class is used extensively in SSRS report development to define the data source for the report.

  2. Data Contract class: A Data Contract class is used to define the data structure that is returned by the DP class. It defines the data that is passed between different layers of the D365 F&O application, including the DP class and the SSRS report.

  3. Temporary tables: Temporary tables are used in D365 F&O to store data temporarily during report processing. Temporary tables are useful for storing intermediate results or for performing complex calculations.

  4. Controller class: The Controller class is responsible for handling user interaction and controlling the flow of the report. It is used to define report parameters, handle user input, and process the data returned by the DP class.

  5. Menu item: A menu item is a link to a report that is displayed in the D365 F&O user interface. Menu items are used to make reports available to users in the application.

  6. Security artifacts: Security artifacts are used in D365 F&O to control access to reports. They include security roles, duties, and privileges, which are used to define the level of access that users have to specific reports. Security artifacts ensure that reports are only accessible to users who have the appropriate permissions.

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