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June 23, 2008

What To Do If A Report Won’t Upload to Microsoft CRM

So you write your fantastic SRS report in Visual Studio, but when you upload it to CRM, you get a generic error message. What should you do?

Verify if it is a CRM problem or a problem with the report. Select any of the standard CRM reports, click the "Edit report" button, and on the Edit Report screen, click "More Actions" and "Download Report." This will download the RDL file for the report. Rename the report (For Example, change Account Summary.rdl to Account summary 2.rdl), and attempt to upload this new report to CRM. If the report uploads successfully, you have adequate permissions to upload reports, and there is a problem with your report.
Test the report on the report server. Go to your report manager URL (http://servername/reports) and upload the report there. If there is a problem with the report, it may give you a more specific error message than CRM did.
Check your rdl file in Visual Studio. Don't forget to check the basics—make sure that you have used an embedded data source, not a shared data source. This is a common problem that can be frustrating, because if you use a shared data source, the report will preview correctly in Visual Studio, but will not work with CRM.

Do you have any other report troubleshooting tips? Please share them in the comments.

Posted by Joel Lindstrom on June 23, 2008 at 04:44 PM in Microsoft CRM Tricks and Tips | Permalink

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