Resco Reports connector
| Warning | Work in progress! We are in the process of updating the information on this page. Subject to change. |
The Resco Cloud connector is a feature that allows you to generate reports directly from Dataverse/Dynamics backend using Power Automate Flow. It is compatible with Microsoft Power Automate, Microsoft Power Apps, and Azure Logic Apps.
Prerequisites
- The setup is done only by the admin
- Report Template created in the organization
- Power Automate license for an admin
- Resco license
- Dataverse Admin License
Setup
1. Go to the form of the record you want to build a flow for. Click on the hamburger menu.
2. Go to the Flow.
3. Select Create a flow
4. Click on Continue.
5. Click on Next Step, search for Resco Reports, and select it.
6. Select “Generate a single row report”.
7. Select the correct Report id or Name, Source entity id (in this case Account), and your preferred format.
Known issues and limitations
Report is generated in the context of a certain table (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 the `Report id or Name` argument.
Common errors and remedies
The error is mainly 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 additional data. Please report such cases to the support service.
FAQ
Q: How can I run a specific report from the entity form?
A: Define a new flow in Power Automate, specify trigger `When a row is selected (Dataverse),` add `Resco Reports` step, 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 appearing 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 the `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`.