Resco Reports

Resco Reports provides you with a highly customizable tool for generating reports and documents based on your Dataverse / Dynamics data. This connector makes it possible to use the Resco Mobile Report templates to automate document generation or any other back-office scenarios.

This connector is available in the following products and regions:

Resco Reports provides you with a highly customizable tool for generating reports and documents based on your Dataverse / Dynamics data. This connector makes it possible to use the Resco Mobile Report templates to automate document generation or any other back-office scenarios.

Prerequisites

In order to use this connector, you will need the following:

• Dataverse / Dynamics organization with Woodford solution (available here).
• A user account with schema access privilege or system administrator privilege.
• Some reports created with Resco Report Designer

How to get credentials

This connector uses OAuth2 authentication. When creating a new connection, you'll be required to specify your Dataverse environment (its resource URI) and give the consent for Resco Reports Azure app to access your data. The connector will then use this connection to fetch the report definitions and all data necessary to generate the report document.

Getting started

This connector can follow many flow triggers. The most frequent scenarios are:

• When a row is selected (Dataverse) trigger, which allows to run it from Power Apps form via Flow command.
• When an HTTP request is received trigger, which can be used to run a flow from JavaScript button handler.
• PowerApps trigger, which allows to run a flow for manually entered arguments.

The output of this connector is a Report content which can be consumed as an input for various actions like filling the email attachment content, Note record document body or SharePoint document body. Report content output is supplemented by File name and Content type headers. In the case of HTTP request trigger, it can be used directly as a response.

Known Issues and Limitations

• Report is generated in the context of a certain table (let's say Accounts), and only a subset of report templates are relevant (those targeting Accounts table). Despite that, the connector offers all available report templates when choosing argument Report id or Name.

Common errors and remedies

The error is mostly caused by wrong arguments passed to the connector action. In such a case, the connector returns HTTP error 400 (Bad request) and the response body contains JSON data with an error message and additional data. The error message should explain which parameter had an unexpected format or value.

In case of unexpected errors, the connector returns HTTP error 500 (Internal server error), and the response body contains JSON data with an error message and aditional data. Please report such case to the support service.

FAQ

Q: How can I run a specific report from entity form? A: Define a new flow in Power Automate, specify trigger When a row is selected (Dataverse), add Resco Reports step, and choose Generate a single row report. Specify your Dataverse environment, choose your report name from the list as reportId argument, choose the report file format and use Dynamic content to choose your entity primary key field as sourceId argument. Finally, specify an action consuming resulting Report content and File name variables that will appear in Dynamic content for any step following the Resco Reports action.

Q: How can I generate a report for a set of records selected in the list? A: You can create a custom button with a Javascript function taking the list of currently selected records and posting an HTTP request to Power Automate flow with When an HTTP request is received trigger. This trigger can then take your custom arguments and pass them to Resco Reports action Generate a report on multiple rows.

Creating a connection

The connector supports the following authentication types:

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Actions

Generate a report on multiple rows

Generate a report on multiple rows (fetch XML)

Generate a Resco questionnaire report

Generate a single row report