Run SSRS report on selected record using java script and attached report in Note section

Pre-requisites:

• Download the CRM SDK for your CRM version from here : Download SDK Here (Imp: Choose your correct version of SDK)

• Once you downloaded the SDK extract the package and you will see the below directory structure after extraction.

Now navigate the below path and you will get 3 java script files as per below screenshot.

Path

C:\Users\Sanjaya\Desktop\Dynamics CRM SDK 2011\SDK\SampleCode\JS\RESTEndpoint\JavaScriptRESTDataOperations\JavaScriptRESTDataOperations\Scripts

We only require two scripts json2.js & SDK.REST from this folder.

• Now create two JScript web resources in Dynamics CRM and upload these above two javascript in the web resources.

The Libraries order should be.

• json2.js
• SDK.REST.js
• FormScript_Report_REST.js

Add events required and point to the function written in FormScript_Report_REST.js script.

Javascript Code:

/* Guid: Report GUID

Report Name: Report Name

Name: ReportName.rdl

format: Excel */

//Replace Entity Name / ID and SSRS parameter name CRM_"Paramentername"

function generateReport() {

    debugger;

    try{

    //if (Xrm.Page.getAttribute("new_createattachment").getValue() == false) {

        //var reportName = Xrm.Page.getAttribute("new_name").getValue();

        var reportName = "Contract Risk Assessment Report.rdl";

        //var reportGuid = Xrm.Page.getAttribute("new_reportid").getValue();

        var reportGuid = "ccbd5594-4be3-e911-a812-000d3af0205e";

        

        var selectedIds = Xrm.Page.data.entity.getId();

        //selectedIds=selectedIds.replace('{', '').replace('}', '');

        var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/reportviewer.aspx";  

        var reportPrefilter = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='new_riskassessment'  enableprefiltering='1' prefilterparametername='CRM_riskassessment'> <all-attributes /> <filter type='and'> <condition attribute='new_riskassessmentid' operator='eq' value='" + selectedIds + "' /></filter></entity></fetch>";      

        var query = "id=%7B" + reportGuid 

                    + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName()

                    + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName

+ "&isScheduledReport=false&p:CRM_Parameter=" + encodeURI(reportPrefilter);

            var retrieveEntityReq = new XMLHttpRequest();

            retrieveEntityReq.open("POST", pth, false);

            retrieveEntityReq.setRequestHeader("Accept", "*/*");

            retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

    retrieveEntityReq.send(query);

//retrieveEntityReq.onreadystatechange = function() {

            //if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {

                var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");

                var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

                var ret = new Array();

                ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);

                ret[1] = retrieveEntityReq.responseText.substr(y + 10, 32);

                convertToDocument(ret);

            //};

       // };

        //retrieveEntityReq.send(rptPathString);

        //retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:tmeic_riskassessmentid=" + selectedIds + "");

        //retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false");

    }

    catch(err)

    {

        alert(err.message);

    }

}

function convertToDocument(responseSession) {    

    //var format = Xrm.Page.getAttribute("tmeic_reportformat").getValue();

    var format="Excel";

    var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=" + reportAttributes(format).urlAttribute;

    

    var retrieveEntityReq = new XMLHttpRequest();

    retrieveEntityReq.open("GET", pth, true);

    retrieveEntityReq.setRequestHeader("Accept", "*/*");

    retrieveEntityReq.responseType = "arraybuffer";

    retrieveEntityReq.onreadystatechange = function() {

        if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {

            var binary = "";

            var bytes = new Uint8Array(this.response);

            for (var i = 0; i < bytes.byteLength; i++) {

                binary += String.fromCharCode(bytes[i]);

            }

            var bdy = btoa(binary);

            createNote(bdy, format);

        };

    };

    retrieveEntityReq.send();

}

function createNote(data, format) {

    var note = {};

    var recordId = Xrm.Page.data.entity.getId();

    recordId = recordId.replace('{', '').replace('}', '');

    //var RecordNumber = Xrm.Page.getAttribute("new_reportname").getValue()

    var RecordNumber = "Contract Risk Assessment Report";

    var refScheduleReports = new Object();

    //refScheduleReports.LogicalName = "new_schedulereports";

    refScheduleReports.LogicalName = "new_riskassessment";

    refScheduleReports.Id = recordId;

    note.ObjectId = refScheduleReports;

    note.ObjectTypeCode = refScheduleReports.LogicalName;

    //note.Subject = "Report: " + RecordNumber;

    //note.NoteText = "Report";

    note.MimeType = reportAttributes(format).mimeTypeAttribute;

    note.DocumentBody = data;

    note.FileName = RecordNumber + reportAttributes(format).fileNameAttribute;

    SDK.REST.createRecord(

        note,

        "Annotation",

        function(result) {            

            Xrm.Page.data.entity.save();

        },

        function(error) {

            alert(error.message);

        },

        true

    );

}

function reportAttributes(format) {

    var reportObject = {};

    reportObject["urlAttribute"] = "";

    reportObject["mimeTypeAttribute"] = "";

    reportObject["fileNameAttribute"] = "";

    if (format == "Excel") {

        reportObject.urlAttribute = "EXCELOPENXML";

        reportObject.mimeTypeAttribute = "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet";

        reportObject.fileNameAttribute = ".xlsx";

    } else if (format == "PDF") {

        reportObject.urlAttribute = "PDF";

        reportObject.mimeTypeAttribute = "application/pdf";

        reportObject.fileNameAttribute = ".pdf";

    }

    return reportObject;

}