CRM 4.0 Publish Report for External Use Puts Default Filter In Report

The other day I was working on a few custom SSRS reports for a client. They need these reports viewable both inside and outside of CRM. Sounds easy enough. After I built the first report I logged in to CRM and went to create/upload it as an existing file. The file uploads great and I was able to relate the report to similar record types and choose where the reports would be available. The report works great!

Here comes the part where I got stumped. When I went to publish the report for external use and went to test the report on our report server, the data returned was incomplete. For some reason the report kept returning me a smaller portion of the data without me choosing any parameters. I was worried that the filtered views were not working correctly when I published the report externally. They worked fine in CRM? So for the next hour I did everything by profiling the database when the report runs to changing permissions in SSRS to try and be able to view all the records for the report. I then started testing the report that was in CRM and noticed every time I went to run my new report it had a default filter of modified on 30 days. Could that be the issue? So as a test I decided to remove the report from SSRS and then remove the default filter in CRM for the report. Once the filter was removed and the report was saved I published it back for external use and went back to the report server to test. Ding Ding Ding! The report returned all the data now. Microsoft probably does this to prevent the database from returning too many records when the report is ran and just copies the default filter over to SSRS when it publishes it.

So for a potential gotcha that you might have in publishing report for external use, make sure to remove the default filter Microsoft puts on all uploaded RDL files in CRM, unless you want a filter added to your external report.

Comments

[Roshan]

Hi,

Can you tell me how to remove the default filter?

[Customer Effective]

from the crm list of reports, select the report and click "more actions" and edit the default filter. delete the default filter then save and close, then publish the report for external use.