How to use one report as both standalone AND subreport

Question

Hello.

I have a set of reports that need to be run individually, as well as 'packaged' together as subreports on one main report. These reports are using fetchxml datasources, and deployed in MS CRM 2011 online.

Is there a way to design the individual reports so that they can be run as-is either standalone OR as subreports? All of them are run from CRM entity records - Opportunities, specifically.

Thanks for the help.

Answer 1

I am not familiar with MS CRM 2011 but a SQL report is a SQL report. Subreports are only dependent on the parent report to provide values for the parameters. So they should run directly or as subreport.

If you have created Hidden parameters in your report/subreport that are being set by the parent report, you may need to set them visible instead so the user can set them when run as a standalone report.

Are you getting errors when you run them as standalones?

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Answer 2

Hi Djsmitherman,

A subreport is a report item that displays another report inside the body of a main report. Conceptually, a subreport in a report is similar to a frame in a Web page. It is used to embed a report within a report. And we can design the parent report to pass parameters to the subreport.

Any report can be used as a subreport. So the subreport can be run as-is either standalone OR as subreports. For more information about how to add a subreport and parameters, please see:
http://msdn.microsoft.com/en-us/library/ms160348(v=sql.100).aspx

If you have any questions, please feel free to ask.

Regards,
Charlie Liao

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Charlie Liao
TechNet Community Support