Recently I had a requirement to generate a report and add it as a Attachment to a record on click of a button.
In the following code just replace ‘reportname’,’reportGuid’, ‘strParameterXML’ and ‘CRM_ReportParameterIfAny’ with the actual values and bind AttachReport Method to ribbon button commannd.
var base64 = null;
function AttachReport() {
createAttachment();
}
function createAttachment() {
var params = getReportingSession();
if (msieversion() >= 1) {
encodePdf_IEOnly(params);
} else {
encodePdf(params);
}
}
function getReportingSession() {
var reportName = "My Report.rdl"; //set this to the report you are trying to download
var reportGuid = "000000-00000-0000-0000-000000000000"; //set this to the guid of the report you are trying to download
var selectedIds = Xrm.Page.data.entity.getId();
var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='enitity_name'><all-attributes/><filter type='and'><condition attribute='recordid' operator='eq' value='" + selectedIds + "' /> </filter></entity></fetch>";
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:CRM_ReportParameterIfAny=" + strParameterXML);
var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");
// alert("x" + x + "y" + y);
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);
return ret;
}
function createEntity(ent, entName, upd) {
var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc";
createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
createEntityReq.setRequestHeader("Accept", "application/json");
createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
return newEntity;
}
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
}
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
}
this.toString = function () {
return this.parts.join('');
}
}
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
}
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
}
return output.toString();
}
function encodePdf_IEOnly(params) {
var bdy = new Array();
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
bdy = new VBArray(retrieveEntityReq.responseBody).toArray(); // minimum IE9 required
createNotesAttachment(encode64(bdy));
}
function encodePdf(params) {
var xhr = new XMLHttpRequest();
var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
xhr.open('GET', pth, true);
xhr.responseType = 'arraybuffer';
xhr.onload = function (e) {
if (this.status == 200) {
var uInt8Array = new Uint8Array(this.response);
base64 = encode64(uInt8Array);
createNotesAttachment(base64);
}
};
xhr.send();
}
function msieversion() {
var ua = window.navigator.userAgent;
var msie = ua.indexOf("MSIE ");
if (msie > 0 || !!navigator.userAgent.match(/Trident.*rv\:11\./)) // If Internet Explorer, return version number
return parseInt(ua.substring(msie + 5, ua.indexOf(".", msie)));
else // If another browser, return 0
return 0;
}
function createNotesAttachment(base64data) {
var post = Object();
post.DocumentBody = base64data;
post.Subject = " Test";
post.FileName = "Test.pdf";
post.MimeType = "application/pdf";
post.ObjectId = Object();
post.ObjectId.LogicalName = Xrm.Page.data.entity.getEntityName();
post.ObjectId.Id = Xrm.Page.data.entity.getId();
createEntity(post, "Annotation", "");
}