Resco Reports
Resco Reports provides you with a highly customizable tool for generating reports and documents based on your Dataverse / Dynamics data. This connector makes it possible to use the Resco Mobile Report templates to automate document generation or any other back-office scenarios.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | Resco experts are ready to listen and help |
URL | https://www.resco.net/contact-support/ |
mobilecrm@resco.net |
Connector Metadata | |
---|---|
Publisher | Resco |
Website | https://www.resco.net/platform/ |
Privacy policy | https://www.resco.net/privacy-notice/ |
Categories | Sales and CRM;Productivity |
Resco Reports provides you with a highly customizable tool for generating reports and documents based on your Dataverse / Dynamics data. This connector makes it possible to use the Resco Mobile Report templates to automate document generation or any other back-office scenarios.
In order to use this connector, you will need the following:
- Dataverse / Dynamics organization with Woodford solution (available here).
- A user account with schema access privilege or system administrator privilege.
- Some reports created with Resco Report Designer
This connector uses OAuth2
authentication. When creating a new connection, you'll be required to specify your Dataverse environment (its resource URI) and give the consent for Resco Reports Azure app to access your data.
The connector will then use this connection to fetch the report definitions and all data necessary to generate the report document.
This connector can follow many flow triggers. The most frequent scenarios are:
When a row is selected (Dataverse)
trigger, which allows to run it from Power Apps form viaFlow
command.When an HTTP request is received
trigger, which can be used to run a flow from JavaScript button handler.PowerApps
trigger, which allows to run a flow for manually entered arguments.
The output of this connector is a Report content
which can be consumed as an input for various actions like filling the email attachment content, Note record document body or SharePoint document body. Report content output is supplemented by File name
and Content type
headers. In the case of HTTP request trigger, it can be used directly as a response.
- Report is generated in the context of a certain table (let's say Accounts), and only a subset of report templates are relevant (those targeting Accounts table). Despite that, the connector offers all available report templates when choosing argument
Report id or Name
.
The error is mostly caused by wrong arguments passed to the connector action. In such a case, the connector returns HTTP error 400 (Bad request) and the response body contains JSON data with an error message and additional data. The error message should explain which parameter had an unexpected format or value.
In case of unexpected errors, the connector returns HTTP error 500 (Internal server error), and the response body contains JSON data with an error message and aditional data. Please report such case to the support service.
Q: How can I run a specific report from entity form?
A: Define a new flow in Power Automate, specify trigger When a row is selected (Dataverse)
, add Resco Reports
step, and choose Generate a single row report
. Specify your Dataverse environment, choose your report name from the list as reportId
argument, choose the report file format and use Dynamic content
to choose your entity primary key field as sourceId
argument. Finally, specify an action consuming resulting Report content
and File name
variables that will appear in Dynamic content
for any step following the Resco Reports action.
Q: How can I generate a report for a set of records selected in the list?
A: You can create a custom button with a Javascript function taking the list of currently selected records and posting an HTTP request to Power Automate flow with When an HTTP request is received
trigger. This trigger can then take your custom arguments and pass them to Resco Reports
action Generate a report on multiple rows
.
The connector supports the following authentication types:
Default | Parameters for creating connection. | All regions | Not shareable |
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Name | Type | Description | Required |
---|---|---|---|
Dataverse resource URL | string | Dataverse resource URL | True |
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Generate a report on multiple rows |
Generates a report for provided list of table rows. |
Generate a report on multiple rows (fetch XML) |
Generates a report for a set of table rows defined by fetch XML query. |
Generate a Resco questionnaire report |
Generates a report or an auto-report for specific Resco questionnaire. |
Generate a single row report |
Generates a report for specific table row. |
Generates a report for provided list of table rows.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Report id or Name
|
reportid | True | string |
Mobile report id or name |
Comma-delimited list of record IDs
|
sources | True | string |
Comma-delimited list of record IDs |
Format
|
format | string |
Report file format. Default is PDF. |
Generates a report for a set of table rows defined by fetch XML query.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Report id or Name
|
reportid | True | string |
Mobile report id or name |
Fetch XML request defining source entities
|
sourcefetch | True | string |
Fetch XML request defining source entities |
Format
|
format | string |
Report file format. Default is PDF. |
Generates a report or an auto-report for specific Resco questionnaire.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Source questionnaire entity id
|
questionnaireid | True | string |
Source questionnaire entity id |
Report id or Name
|
reportid | string |
Mobile report id or name |
|
Format
|
format | string |
Report file format. Default is PDF. |
Generates a report for specific table row.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Report id or Name
|
reportid | True | string |
Mobile report id or name |
Source entity id
|
sourceid | True | string |
Source entity id |
Format
|
format | string |
Report file format. Default is PDF. |