Hi Team,
I got a requirement where user wants to print all the reports into text format. Currently other than text I can see all other options. So need your expertise advise whether the option is feasible or not.
hi Experts,
Could you please share your ideas on this on how to achieve this?
I’m sorry, but your problem isn’t clear to me. Could you give us more details, please?
Hi Martin,
In D365, is it possible to export an SSRS report in text format and send it directly to a specific person? Currently, we see options to export reports in different formats like PDF, CSV, and HTML, but we want to check if there is a way to automate or specify a recipient for the text export
CSV and HTML are text formats. You seem to mean text in some other text format, but unfortunately, you didn’t tell us what kind of text formatting you have in mind.
Hi Martin,
They want to open the report in notepad format, currently the html or the CSV layout is something different.
I followed the below blog but still no luck.
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Unfortunately, your understand of file formats isn’t correct. There is nothing like “a Notepad format”. Notepad is a program for working with text files, which may be in any text format - unstructured text, CSV, JSON, XML…
If you aren’t able to describe the format, give us an example of a file that you’d like to get.
Hi Martin,
Below is the format,
Date printed: 24-6-24 Page No: 1 out of 2 Customer account: C000123 Customer Name: Sun Ltd. Voucher reference: V00005678 Invoice amount: 1456.90
File
Format = invoice.txt.
SSRS don’t provide such an output. You can either use SSRS, export to another format (such as XML) and transform the data, or you can use another approach (electronic reporting, Power Automate, custom development…).
Custom development - can you elaborate more?
Hi Martin,
In current AX2012 they are exporting specific reports in the form of text,in which they want the similar functionality to work in D365FO
Custom development covers anything that you’re able to design and develop.
Hi Martin,
Could you please help with the overview,I will implement the custom logic .
There are many possible ways. Which one you should choose depends on your particular business requirements, which are unknown to me. Let me reiterate a few options, but there are many other possible approaches.
You can build an electronic report producing a text file. You can create a Power Automate flow fetching the data from a data entity and composing a file. You can use data management to export the data and transform it to your format with XSLT. You can fetch the data and generate the text in X++. And so on.
Also, think about what you want to do with the file. Give it to users for download? What if thet want do it in batch? Attach the file to a record in F&O? Send it by e-mail? Store it in an Azure storage?
Thank you Martin for your valuable feedback
Hello,
Yes, it is possible to print SSRS reports in a text format, although it’s not directly supported by SSRS as an export option. One of the easiest workarounds is to use the CSV export format, which can be treated like a text file. While CSV is not exactly plain text, it is structured data separated by commas, and can be opened in a text editor such as Notepad. This way, users can view and print the report’s raw data without needing a spreadsheet application like Excel. However, the downside of using CSV is that it strips away formatting like fonts, colors, and charts, so if the user needs a simple text version of the data, this can be a quick and practical solution.
If the need for a true text format is more complex, you can develop a custom rendering extension for SSRS. This would allow you to generate the report in any desired format, including plain text. However, creating a custom rendering extension requires additional development effort and may not be necessary if you just need a basic text export. Another option could be to export the report to XML, which is structured but can also be opened as a text file. This can be useful if you need to print data in a text-based format with a bit more structure, though it may not always be as user-friendly as CSV.
Ivan, on one hand, you provide relevant replies. On the other hand, the promotional links turn your posts to spam. Could you help me to resolve the dilemma whether to delete your posts as spam by not including the promotional part?
Martin, is it okay now?
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