使用 Microsoft Dynamics CRM Web 服务发布报表

项目
07/06/2017

发布日期： 2016年11月

适用于： Dynamics CRM 2015

若要将报表发布到 Microsoft Dynamics 365，您可以创建新的报表记录或者更新现有报表记录。使用 IOrganizationService.Create 方法可创建报表，使用 IOrganizationService.Update 方法可更新报表。必须指定报表类型、报表可见性、报表类别和报表的相关实体，如下所示。

指定报表类型

创建报表记录时，可使用 Report.ReportTypeCode 属性指定报表类型。报表可以为以下类型之一：

Reporting Services 报表：对于此报表类型，设置 Report.BodyText 属性的值。还要使用 Report.Filename 属性指定包含报表定义的 .rdl 文件的名称。
其他报表：对于此报表类型，设置 Report.BodyBinary 属性的值。使用 Report.Filename 属性可指定包含报表定义的 .rdl 文件的名称。
链接报表：对于此报表类型，设置 Report.BodyUrl 属性的值。

指定报表类别

若要在不同的报表类别（如“市场营销”“销售”或“服务”）中显示并运行报表，请使用 ReportCategory.CategoryCode 属性指定类别。可为一个报表指定多个类别。

指定报表可见性

默认情况下，报表显示在“报表”网格的“所有报表，包括子报表”视图中。若要在该网格的其他视图或者不同区域（实体窗体或实体网格）中显示报表，请使用 ReportVisibility.VisibilityCode 属性指定视图或区域。可为一个报表指定多个视图和区域。

指定报表实体

若要为报表指定相关实体，请使用 ReportEntity.ObjectTypeCode 属性。您可以指定多个相关实体。

示例

此示例演示如何创建发布报表所需的记录。



// Define an anonymous type to define the possible values for
// report type.
var ReportTypeCode = new
{
    ReportingServicesReport = 1,
    OtherReport = 2,
    LinkedReport = 3
};

// Define an anonymous type to define the possible values for
// report category.
var ReportCategoryCode = new
{
    SalesReports = 1,
    ServiceReports = 2,
    MarketingReports = 3,
    AdministrativeReports = 4
};

// Define an anonymous type to define the possible values for
// report visibility
var ReportVisibilityCode = new
{
    ReportsGrid = 1,
    Form = 2,
    Grid = 3,
};

// Instantiate a report object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.

Report sampleReport = new Report
{
    Name = "Sample Report",
    BodyText = File.ReadAllText("SampleReport.rdl"),
    FileName = "SampleReport.rdl",
    LanguageCode = 1033, // US English
    ReportTypeCode = new OptionSetValue(ReportTypeCode.ReportingServicesReport)
};
// Create a report record named Sample Report.
_reportId = _serviceProxy.Create(sampleReport);


// Set the report category.
ReportCategory sampleReportCategory = new ReportCategory
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    CategoryCode = new OptionSetValue(ReportCategoryCode.AdministrativeReports)
};
_reportCategoryId = _serviceProxy.Create(sampleReportCategory);

// Define which entity this report uses.
ReportEntity reportEntity = new ReportEntity
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    ObjectTypeCode = Account.EntityLogicalName
};
_reportEntityId = _serviceProxy.Create(reportEntity);


// Set the report visibility.
ReportVisibility rv = new ReportVisibility
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    VisibilityCode = new OptionSetValue(ReportVisibilityCode.Form)
};
_reportVisibilityId1 = _serviceProxy.Create(rv);

rv = new ReportVisibility
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    VisibilityCode = new OptionSetValue(ReportVisibilityCode.Grid)
};
_reportVisibilityId2 = _serviceProxy.Create(rv);

rv = new ReportVisibility
{
    ReportId = new EntityReference(Report.EntityLogicalName, _reportId),
    VisibilityCode = new OptionSetValue(ReportVisibilityCode.ReportsGrid)
};
_reportVisibilityId3 = _serviceProxy.Create(rv);

Console.WriteLine("{0} published in Microsoft Dynamics CRM.", sampleReport.Name);



' Define an anonymous type to define the possible values for
' report type.
Dim ReportTypeCode = New With {
     Key .ReportingServicesReport = 1,
     Key .OtherReport = 2,
     Key .LinkedReport = 3}

' Define an anonymous type to define the possible values for
' report category.
Dim ReportCategoryCode = New With {
     Key .SalesReports = 1,
     Key .ServiceReports = 2,
     Key .MarketingReports = 3,
     Key .AdministrativeReports = 4}

' Define an anonymous type to define the possible values for
' report visibility
Dim ReportVisibilityCode = New With {
     Key .ReportsGrid = 1,
     Key .Form = 2,
     Key .Grid = 3}

' Instantiate a report object.
' See the Entity Metadata topic in the SDK documentation to determine
' which attributes must be set for each entity.

Dim sampleReport As Report =
 New Report With {
  .Name = "Sample Report",
  .BodyText = File.ReadAllText("SampleReport.rdl"),
  .FileName = "SampleReport.rdl",
  .LanguageCode = 1033,
  .ReportTypeCode = New OptionSetValue(ReportTypeCode.ReportingServicesReport)
 }
' Create a report record named Sample Report.
_reportId = _serviceProxy.Create(sampleReport)


' Set the report category.
Dim sampleReportCategory As ReportCategory =
 New ReportCategory With {
  .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
  .CategoryCode = New OptionSetValue(ReportCategoryCode.AdministrativeReports)
 }
_reportCategoryId = _serviceProxy.Create(sampleReportCategory)

' Define which entity this report uses.
Dim reportEntity As ReportEntity =
 New ReportEntity With {
  .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
  .ObjectTypeCode = Account.EntityLogicalName
 }
_reportEntityId = _serviceProxy.Create(reportEntity)


' Set the report visibility.
Dim rv As ReportVisibility =
 New ReportVisibility With {
  .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
  .VisibilityCode = New OptionSetValue(ReportVisibilityCode.Form)
 }
_reportVisibilityId1 = _serviceProxy.Create(rv)

rv = New ReportVisibility With {
 .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
 .VisibilityCode = New OptionSetValue(ReportVisibilityCode.Grid)
}
_reportVisibilityId2 = _serviceProxy.Create(rv)

rv = New ReportVisibility With {
 .ReportId = New EntityReference(Report.EntityLogicalName, _reportId),
 .VisibilityCode = New OptionSetValue(ReportVisibilityCode.ReportsGrid)
}
_reportVisibilityId3 = _serviceProxy.Create(rv)

Console.WriteLine("{0} published in Microsoft Dynamics CRM.", sampleReport.Name)

另请参阅

针对 Microsoft Dynamics CRM 2015 报表的开发人员指南
 发布报表
 示例：发布报表
 在脱机模式下管理报表

通过