使用 Microsoft Dynamics 365 Web 服務發行報表

文章
03/04/2017

發佈日期： 2017年1月

適用對象： Dynamics 365 (online)、Dynamics 365 (on-premises)、Dynamics CRM 2016、Dynamics CRM Online

若要將報表發行至 Microsoft Dynamics 365，您可以建立新的報表記錄或是更新現有報表記錄。使用 IOrganizationService.Create 方法建立報表，或使用 IOrganizationService.Update 方法更新報表。您必須指定報表類型、報表顯示性、報表類別，以及報表的相關實體，如下所示。

指定報表類型

當您建立報表記錄時，可使用 Report.ReportTypeCode 屬性指定報表的類型。報表可以是下列其中一種類型：

Reporting Services 報表：對於此報表類型，請設定 Report.BodyText 屬性的值。此外，使用 Report.Filename 屬性指定內含報表定義的 .rdl 檔案名稱。
其他報表：對於此報表類型，請設定 Report.BodyBinary 屬性的值。使用 Report.Filename 屬性指定內含報表定義的 .rdl 檔案名稱。
連結的報表：對於此報表類型，請設定 Report.BodyUrl 屬性的值。

指定報表類別

若要顯示和執行不同報表類別 (例如行銷、銷售或服務) 中的報表，請使用 ReportCategory.CategoryCode 屬性指定類別。您可以為報表指定多個類別。

指定報表顯示性

根據預設，報表會在 [報表] 格線的 [所有報表 (包括內嵌報表)] 檢視表中顯示。若要在格線中的其他檢視表或不同區域中顯示報表，例如實體表單或實體格線，請使用 ReportVisibility.VisibilityCode 屬性指定檢視表或區域。您可以為報表指定多個檢視表和區域。

指定報表實體

若要指定報表的相關實體，請使用 ReportEntity.ObjectTypeCode 屬性。您可以指定多個相關實體。

範例

此範例將說明如何建立發行報表所需的記錄。



// 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)

另請參閱

Microsoft Dynamics 365 開發人員報表指南
 發行報表
 範例：發行報表
 管理離線模式的報表

Microsoft Dynamics 365

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