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How to add a pre-filter to SSRS Report using FetchXML

Posted on 5 Oct 202210 Feb 2024 By Mohamed Elgharably

Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM.

Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data.

Pre-filtering passes the set of selected records or a specific record for which the report is being run in such a way that the report is executed, and the data is pulled from the context of the current (or selected) record.

Follow these steps to add a pre-filter in SSRS report using Fetch-XML
  1. Add parameter in the report itself -make it internal or hidden and allow blank and allow null

2. Pass this parameter to the dataSet

3. Add this attributes <enableprefiltering="1" prefilterparametername="Parameter1"> to the main entity-tag in the fetch to be like:

<entity name="salesorder" enableprefiltering="1" prefilterparametername="Parameter1">

Dynamics CRM Tags:FetchXML, Reports, SSRS

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