SoapException sexc = ex as SoapException Result = reportService.Render(formatType, devInfo, out extension, out mimeType, out encoding, out warnings, out streamIDs) ReportService.SetExecutionParameters(parameters, "en-us") ReportService.LoadReport(reportName, historyID) ReportService.ExecutionHeaderValue = execHeader Var reportService = new ReportExecutionService()ĮxecutionHeader execHeader = new ExecutionHeader() Init reporting execution service with network credential. NetworkCredential cred = new NetworkCredential(userName, passWord, domain) Create a network credential to authenticate with the reporting service Create a device information for the report String reportName, ParameterValue parameters, string formatType) Until now, it's ready to write your code to execute the report public byte RenderSSRSReport(string userName, string passWord, string domain, string reportingServiceUrl, Open a report, then select Actions \ Publish Report for External UseĮxcute report and generate PDF file using C# Since we're going to execute the reports from outside, we need to publish them for external use. It's almost ready to execute the report using C# Open your solution (source code) in visual studio, then add a Service reference for a projectĮnter the reporting service url into the URL boxĪfter adding successfully, you can see the reporting service is added to your project under Web References Take note of this URL because you will need it for next stepĬreate web reference to the reporting service In this case, the reporting service is If you open this URL in a browser, you will see the XML response link this The reporting web service is the URL above concat with the sring "reportexecution2005.asmx" If you open the Web Service URL, you can see your reports Open the "Web Service URL", you will see the report server URL If you install reporting service correctly, you can open the "Reporting Services Configuration Manager" Follow this document if you have not installed Make sure you install reporting service for CRM. Excute report and generate PDF file using C#.Create web reference to the reporting service.Here are steps we will do in this article To do this, we need programmatically call the reporting service to execute and generate PDF files Create a custom ribbon button to allow user to download the PDF report directly instead of opening the standard report in CRM and downloading PDF file.Provide an API for an external system to execute report and download PDF file.Automatically run report on a record, then generate the PDF/Word/Excel file and attach to the email record then send to customer.In Dynamics CRM, user can manually run reports on a record, or view (list of records) but there are some special cases when you need to run and download report programmatically. Select ItemID, Path from Catalog Where Catalog.Dynamics 365 Programmatically export PDF from SSRS report Insert Into Catalog_Path (ItemID, PriorPath) IF not EXISTS (SELECT 1 FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE='BASE TABLE' AND TABLE_NAME='Catalog_Path') Maybe changing the dates I am looking at will make it work the report subscription typically needs to be on a shared subscription for this to work. This procedure updates paths for report subscriptions Latest Updates: Changed the dates it is looking for as it didn't work over midnight runs. You can change the timing by changing the between 0 and 15 ranges at the end of the procedure. Set Path = Path ' ' CONVERT(Char(15), getdate(), 106) to Set Path = Path ' ' Whatever you want REQUIREMENTS: You must setup a SQL Job on the same server as the ReportServer database to run every 15 minutes (unless timing changed) for this to work correctly. In order for this to work it must be executed by a SQL Job every 15 minutes.ĭuring the 15 minutes that the path has been changed, you cannot access from report server directly as the path has been changed. It does this so that the filename of the attached report will have the date in the file name. PURPOSE: The purpose of this procedure is to replace the Path in the catalog table for reports which are about to be distributed by email. Recently have updated my code as follows after a few errors at certain report subscription times:
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