First part is filters – you can filter by Users/Groups with who record is shared and by type of record:
Users and Groups are populated automatically. Regarding type of record – out of box it contains only 4 types of records (Account, Contact, Opportunity and Lead) but it is possible to extend it with additional types (I will show how to do it in this post).
This is how report looks like in action:
Following part of article describes how to extend this report to include additional entity (entities):
1. Download report and copy it to your development environment where you have BIDS.
2. Create empty reporting project and add this report into it:
3. Expand “Data sources” node and change it to your environment, save “Data Source”:
4. Next step is to get information for new entity. You will need Logical Name of entity, Logical Name of attribute which will be displayed and entity type code (in my sample new_entity and new_name):
To get entity type code I used SQL Query but you can use Metadata Browser to get this information:
5. Expand “Parameters” node and open “EntityType” parameter to include your new entity:
6. Next step is to modify your Fetch Query to fetch results. Expand “Datasets” node and open “Results” dataset:
7. Copy fetch request and modify it in following way:
Here is the pattern that can be used for new entity:
<link-entity name='{Logical Name of new Entity}' from='{Logical Name of new Entity}id' to='objectid' link-type='outer' alias='{Any Unused alias}'> <attribute name='{Display Attribute of New Entity}' alias='name{Logical Name of new Entity}'/> </link-entity>
9. Click”Ok” to save changes of Dataset. Now you can recheck that report works:
10. To import this report to CRM you should do following steps:
10.1. Navigate to CRM reports.
10.2. Click "New report".
10.3. Choose "Existing File".
10.4. Select the RDL-File.
10.5. Click "Save and close".
Nice .. Loved it..
ReplyDeleteWelcome!
DeleteGreat post Andrii
ReplyDeleteThanks, Mubasher.
DeleteNice work Andrii! I was looking at this via SQL - I like your approach better!
ReplyDeleteAre you capturing both the direct shares and inherited shares - is there a way to differentiate between the two?
@ScottSewell
Hello Scott,
DeleteQuery of this report fetches only direct shares and ignores inherited. I believe that it would not take a lot of time to modify it to work with both types of shares.
Andrii: does this report work with CRM Online?
ReplyDeleteHello Dave,
DeleteI though that it would not. But.. I tried it with online and it worked without any issues (everything like display, rights, drilldown).
One thing - that list of entities should be modified manually.
Hey Andrii,
ReplyDeleteI could not find report on codeplex. It just downloaded process template. Can you please check.
Thanks,
Amol
Hello Amol,
DeleteTry to check following url - https://sharingsummary2011.codeplex.com/releases/view/92366
Kind regards,
Andrii.