Report Name Customer

Hi

We have created a custom report in Visual Studio which shows all the service
activities per customer in CRM.

I now would like to display the customer name which was used in the filter
as the heading of the report. If no customer was selected the heading should
be blank. Do I need to use CRM_FilterText to achieve this? I have attempted
to insert a parameter without success.

I would really appreciate some guidance in how to achieve this.

Many Thanks
Mark

Ian
Mon Sep 22 05:39:19 CDT 2008

no you can easily achieve this with a table group heading


"Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> wrote in
message news:6FD53154-4333-4C4C-BB51-34F0A9027C66@microsoft.com...
> Hi
>
> We have created a custom report in Visual Studio which shows all the
> service
> activities per customer in CRM.
>
> I now would like to display the customer name which was used in the filter
> as the heading of the report. If no customer was selected the heading
> should
> be blank. Do I need to use CRM_FilterText to achieve this? I have
> attempted
> to insert a parameter without success.
>
> I would really appreciate some guidance in how to achieve this.
>
> Many Thanks
> Mark

MarkBraithwaite
Mon Sep 22 06:34:00 CDT 2008

Hi Ian

Thanks for getting back to me. I have recently started creating CRM custom
reports and I am struggling to find how to do basic things.

I now understand what CRM_FilterText does and I see that if I insert
=Fields!customeridname.Value it will return the name of the customer that the
first table relates to. This is fine if I search for details related to one
customer. How do I set the header not to display any details if I search for
more than on customer?

I am sure this may seem like quite a simple thing to do. I also noticed that
if I insert, Customer:=Fields!customeridname.Value no data is returned. Is it
possible to also auto insert the date that the report relates to.

Thanks so much for your help.
Mark

"Ian Watson" wrote:

> no you can easily achieve this with a table group heading
>
>
> "Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> wrote in
> message news:6FD53154-4333-4C4C-BB51-34F0A9027C66@microsoft.com...
> > Hi
> >
> > We have created a custom report in Visual Studio which shows all the
> > service
> > activities per customer in CRM.
> >
> > I now would like to display the customer name which was used in the filter
> > as the heading of the report. If no customer was selected the heading
> > should
> > be blank. Do I need to use CRM_FilterText to achieve this? I have
> > attempted
> > to insert a parameter without success.
> >
> > I would really appreciate some guidance in how to achieve this.
> >
> > Many Thanks
> > Mark
>
>
>

Ian
Mon Sep 22 06:46:53 CDT 2008

you and me both, we seem to be on about an even level here...

you may have to work with visible/hidden/expression radio buttons in the
properties of the header:

actually what does
First(Fields!customeridname.Value, "DataSet1")

the "dataSet" is whatever your dataset name is on the left hand side


"Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> wrote in
message news:768912DD-A6B3-4A98-B409-FFF46C634104@microsoft.com...
> Hi Ian
>
> Thanks for getting back to me. I have recently started creating CRM custom
> reports and I am struggling to find how to do basic things.
>
> I now understand what CRM_FilterText does and I see that if I insert
> =Fields!customeridname.Value it will return the name of the customer that
> the
> first table relates to. This is fine if I search for details related to
> one
> customer. How do I set the header not to display any details if I search
> for
> more than on customer?
>
> I am sure this may seem like quite a simple thing to do. I also noticed
> that
> if I insert, Customer:=Fields!customeridname.Value no data is returned. Is
> it
> possible to also auto insert the date that the report relates to.
>
> Thanks so much for your help.
> Mark
>
> "Ian Watson" wrote:
>
>> no you can easily achieve this with a table group heading
>>
>>
>> "Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> wrote in
>> message news:6FD53154-4333-4C4C-BB51-34F0A9027C66@microsoft.com...
>> > Hi
>> >
>> > We have created a custom report in Visual Studio which shows all the
>> > service
>> > activities per customer in CRM.
>> >
>> > I now would like to display the customer name which was used in the
>> > filter
>> > as the heading of the report. If no customer was selected the heading
>> > should
>> > be blank. Do I need to use CRM_FilterText to achieve this? I have
>> > attempted
>> > to insert a parameter without success.
>> >
>> > I would really appreciate some guidance in how to achieve this.
>> >
>> > Many Thanks
>> > Mark
>>
>>
>>

MarkBraithwaite
Mon Sep 22 07:11:02 CDT 2008

Hi Ian

Thanks again. I have attempted to do this without success. So
frustrating.... at least I know what I need to do though.

Should I use First(Fields!customeridname.Value) as oppossed to
=Fields!customeridname.Value?

Thanks again


Do I need to use First

"Ian Watson" wrote:

> you and me both, we seem to be on about an even level here...
>
> you may have to work with visible/hidden/expression radio buttons in the
> properties of the header:
>
> actually what does
> First(Fields!customeridname.Value, "DataSet1")
>
> the "dataSet" is whatever your dataset name is on the left hand side
>
>
> "Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> wrote in
> message news:768912DD-A6B3-4A98-B409-FFF46C634104@microsoft.com...
> > Hi Ian
> >
> > Thanks for getting back to me. I have recently started creating CRM custom
> > reports and I am struggling to find how to do basic things.
> >
> > I now understand what CRM_FilterText does and I see that if I insert
> > =Fields!customeridname.Value it will return the name of the customer that
> > the
> > first table relates to. This is fine if I search for details related to
> > one
> > customer. How do I set the header not to display any details if I search
> > for
> > more than on customer?
> >
> > I am sure this may seem like quite a simple thing to do. I also noticed
> > that
> > if I insert, Customer:=Fields!customeridname.Value no data is returned. Is
> > it
> > possible to also auto insert the date that the report relates to.
> >
> > Thanks so much for your help.
> > Mark
> >
> > "Ian Watson" wrote:
> >
> >> no you can easily achieve this with a table group heading
> >>
> >>
> >> "Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> wrote in
> >> message news:6FD53154-4333-4C4C-BB51-34F0A9027C66@microsoft.com...
> >> > Hi
> >> >
> >> > We have created a custom report in Visual Studio which shows all the
> >> > service
> >> > activities per customer in CRM.
> >> >
> >> > I now would like to display the customer name which was used in the
> >> > filter
> >> > as the heading of the report. If no customer was selected the heading
> >> > should
> >> > be blank. Do I need to use CRM_FilterText to achieve this? I have
> >> > attempted
> >> > to insert a parameter without success.
> >> >
> >> > I would really appreciate some guidance in how to achieve this.
> >> >
> >> > Many Thanks
> >> > Mark
> >>
> >>
> >>
>
>
>