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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Extended filtering/sor...
Supply chain | Supply Chain Management, Commerce
Answered

Extended filtering/sorting SSRS reports: Sharing of user's saved filter criterias to other

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Posted on by GS-24011313-0
Hi there
 
We are searching for the possibility to share extended and saved filterings while preparation a filtered processing of SSRS reports.
On views it is easy to create personalizations and to share them by using the administrator's role. 
We see no way to export personalizations. Also there is no possibilty to find reports in the user personalization area.
Who can help us? 
Kind regards 
Georg
 
 
 
Categories:
Dynamics 365 Supply Chain Management
  • Waed Ayyad Profile Picture
    Waed Ayyad 8,485 Super User 2025 Season 1 on at
    Extended filtering/sorting SSRS reports: Sharing of user's saved filter criterias to other

    Hi, 

    Is your issue resolved? If yes, mark the answers that helped you as verified. 

    Thanks,

    Waed Ayyad

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 295,143 Super User 2025 Season 1 on at
    Extended filtering/sorting SSRS reports: Sharing of user's saved filter criterias to other
    Hi Georg,
     
    The report queries are stored in the table SysLastValue and can be viewed via User Options > Usage data with record type UserSetupQuery.
    There is no support out of the box to copy these to other users or perform an export and import. You might consider a customization to copy these settings to other users or depending on the number of occasions manually create these per user.
  • Waed Ayyad Profile Picture
    Waed Ayyad 8,485 Super User 2025 Season 1 on at
    Extended filtering/sorting SSRS reports: Sharing of user's saved filter criterias to other

    Hi, 

    Is your issue resolved? If yes, mark the answers that helped you as verified. 

    Thanks,

    Waed Ayyad

  • Verified answer
    Waed Ayyad Profile Picture
    Waed Ayyad 8,485 Super User 2025 Season 1 on at
    Extended filtering/sorting SSRS reports: Sharing of user's saved filter criterias to other
    Hi,
     
    You can't share the filtering, and sorting using personalization in SSRS report, if you want specific filters, you can do it using the Query ranges, in AOT query that is used in the report.
     
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

     
     

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