How to customize electronic reporting in D365

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1. Overview


This Article provides an overview of how to customize electronic reporting (ER) from scratch.


2. Basic customize.


    2.1 Custom reporting configurations

  •  Overview configurations



  • Data Model


  • Data Mapping configurations




  • Format




    2.2 Data Contract

  • Extends ERFormatMappingRunBaseContract
  • Specifies the data contract that should be used to run the configured ER format.



    2.3 UI builder class

  • Extends SysOperationAutomaticUIBuilder
  • The provided code looks up only ER formats that contain a data source of the Data model type that refers to the data model by using the Root definition.

Notes:


ERCustomerModel = name of the data model.

ERCustomerDataContainer = name of definition in Model to data source mapping (in image 2)




    2.4 Data provider class


        Used to run the configured ER format.




    2.5 Report service class

  • Extends SysOperationServiceBase
  • Calls an ER format, identifies it by a format mapping ID, and provides a data contract as a parameter.

Notes:

           ERModelDataSourceName = name of model data source (default = model)

           DefaultExportedFileName = name of the file that you want to save

           ParametersDataSourceName = name of parameters data source (custom)




2.6 Report controller class

  • Extends ERFormatMappingRunBaseController.
  • Runs an ER format in either synchronous mode or batch mode.



3. Advance Standard sample.


Refer to D365FO standard ER: Fix asset roll forward report



    3.1 Data model + Data mapping + Format on UI



    3.2 Data contract class

  • Name: AssetRollForwardContract
  • Notes: customize to add more parameters to dialog



    3.3 UI builder class


    Name: AssetRollForwardUIBuilder




    3.4  Data provider class


    Name: AssetRollForwardDP

  • Customize process data into a temp table based on parameters that you input.



    3.5 Report service class


    Name: AssetRollForwardService

    



    3.6 Report controller class

    Name: AssetRollForwardController




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