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() {
varparams=getReportingSession();
if (msieversion() >=1) {
encodePdf_IEOnly(params);
} else {
encodePdf(params);
}
}
function getReportingSession() {
varreportName=”My Report.rdl”; //set this to the report you are trying to download
varreportGuid=”000000-00000-0000-0000-000000000000″; //set this to the guid of the report you are trying to download
varselectedIds=Xrm.Page.data.entity.getId();
varpth=Xrm.Page.context.getClientUrl() +”/CRMReports/rsviewer/reportviewer.aspx”;
varretrieveEntityReq=newXMLHttpRequest();
varstrParameterXML=”<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);
varx=retrieveEntityReq.responseText.lastIndexOf(“ReportSession=”);
vary=retrieveEntityReq.responseText.lastIndexOf(“ControlID=”);
// alert(“x” + x + “y” + y);
varret=newArray();
ret[0] =retrieveEntityReq.responseText.substr(x+14, 24);
ret[1] =retrieveEntityReq.responseText.substr(x+10, 32);
returnret;
}
function createEntity(ent, entName, upd) {
varjsonEntity=JSON.stringify(ent);
varcreateEntityReq=newXMLHttpRequest();
varODataPath=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);
varnewEntity=JSON.parse(createEntityReq.responseText).d;
returnnewEntity;
}
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 () {
returnthis.parts.join(”);
}
}
var keyStr = “ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=”;
function encode64(input) {
varoutput=newStringMaker();
varchr1, chr2, chr3;
varenc1, enc2, enc3, enc4;
vari=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));
}
returnoutput.toString();
}
function encodePdf_IEOnly(params) {
varbdy=newArray();
varretrieveEntityReq=newXMLHttpRequest();
varpth=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=newVBArray(retrieveEntityReq.responseBody).toArray(); // minimum IE9 required
createNotesAttachment(encode64(bdy));
}
function encodePdf(params) {
varxhr=newXMLHttpRequest();
varpth=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) {
varuInt8Array=newUint8Array(this.response);
base64=encode64(uInt8Array);
createNotesAttachment(base64);
}
};
xhr.send();
}
function msieversion() {
varua=window.navigator.userAgent;
varmsie=ua.indexOf(“MSIE “);
if (msie>0||!!navigator.userAgent.match(/Trident.*rv\:11\./)) // If Internet Explorer, return version number
returnparseInt(ua.substring(msie+5, ua.indexOf(“.”, msie)));
else// If another browser, return 0
return0;
}
function createNotesAttachment(base64data) {
varpost=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”, “”);
}
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