Dynamics CRM 2011 Creating Custom Reports

Question

I'm trying to create some custom reports using BIDS. My proof of concept is using the quote entity.

I have created a sub-report using the following FetchXML:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="quotedetail">
<attribute name="productid" />
<attribute name="productdescription" />
<attribute name="priceperunit" />
<attribute name="quantity" />
<attribute name="extendedamount" />
<attribute name="quotedetailid" />
<attribute name="isproductoverridden" />
<order attribute="productid" descending="false" />
<link-entity name="quote" from="quoteid" to="quoteid" alias="aa">
<filter type="and">
<condition attribute="quotenumber" operator="eq" value="@quoteid" />
</filter>
</link-entity>
</entity>
</fetch>

This worked when the quoteid parameter was supplied at runtime. I then created the main report with the following FetchXML:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="quote" enableprefiltering="1" prefilterparametername="CRM_FilteredQuote">
<attribute name="name" />
<attribute name="totalamount" />
<attribute name="quoteid" />
<order attribute="name" descending="false" />
</entity>
</fetch>

I get the prompt for quote id, which when I enter I get the following error:

An error occurred during local report processing. An error has occurred during report processing. Cannnot read the next data row for the dataset DataSet1. The XML passed to the platform is not well-formed XML. Invalid XML.

I have read numerous blogs and articles and tried lots of variations with filters and prefilters but I can get no further. Hopefully someone can see my error and point me in the right direction.

Answer 1

In your sub-report - try changing this line:

<condition attribute="quotenumber" operator="eq" value="@quoteid" />

to:

<condition attribute="quoteid" operator="eq" value="@quoteid" />

It was looking for the quote number rather than the unique quote identifier as the key value.