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Monday 24 June 2013

CRM 2011: SSRS custom report query returns blank report when queried against Filtered Views

Problem

SSRS custom report returns no data or blank report when queried against Filtered views and returns data when queried directly against the database table.

Please bear in mind that writing a SQL query against the table is not supported/recommended by Microsoft and there is a good reason for it.

By writing a SQL query in your report that directly retrieves data from the database table, you are bypassing the CRM security and allowing users to see anything and everything, WHICH IS WRONG!

The ONLY way to query CRM data in your custom report is to do it through Filtered views.

Solution

Add the user to "PrivReportingGroup" group in your Active Directory.

Other things to check 
  • Make sure SSRS report’s "Data Source" connection is using Windows Authentication.
  • “MSCRM_DataSource” should be used as data source in SSRS (shared) and should be using Windows Authentication.
  • Find “ReportingGroup” under SQL security and add this group as dbReader on CRM database.

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