# SSRS Template Workflow

Click2Export supports exporting the Dynamics CRM Report Templates using Click2Export workflow. 

Given below are the steps to export reports through automation:

* Navigate to **Settings > Processes** and click on ‘**New**’ to create a new workflow.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89Le-PJhjesexcC_Gq%2F-M89MA5iSn7mirlQNSwS%2F1.png?alt=media\&token=5cda9fdd-6c82-4282-b52c-68ff3a5a8ce2)

* Enter the ‘**Process Name**’, select the ‘**Category**’ as ‘**Workflow**’ and ‘**Entity**’ for which you want to create this workflow. Click on ‘**OK**’.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89Le-PJhjesexcC_Gq%2F-M89MnWAB0Ffd-1IVbzy%2F2.png?alt=media\&token=0b1ff517-8030-431c-b52c-96c99b676084)

* Here you can select whether you want the **Workflow** to be **On Demand** or trigger on a change of Options for Automatic Processes.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89Le-PJhjesexcC_Gq%2F-M89N6nojRePM608k8vK%2F3.png?alt=media\&token=6cadc1d1-81e8-420d-9cae-ee85c68b5760)

* First user needs to click on ‘**Add Step**’.  Click2Export ships with one workflow assembly namely ‘**Inogic.Click2Export.ExportReport.ExportAndScheduleReports**’. This step is required to call the workflow for performing the selected action.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89Le-PJhjesexcC_Gq%2F-M89Na9irmHm8FdPzIs9%2F4.png?alt=media\&token=795c5aac-f188-42ca-8871-d5d82fae7903)

* For **On-Premises**, the work flow assembly will be as follows:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MBcadHjNT3JeC1PEA1a%2F-MBccAOgatAxbiNkWjix%2FSSRS_7.jpg?alt=media\&token=4d10fb77-d56f-43d5-96e5-7ff1d28538e5)

* Now click on ‘**Set Properties**’ for **Inogic.Click2Export.ExportReport.ExportAndScheduleReports**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89Le-PJhjesexcC_Gq%2F-M89ORCpEM-0pLDkiw1g%2F5.png?alt=media\&token=13eb3d1a-6a56-43c8-b1c1-c0cc5f185f03)

* Once the properties window opens, fill in the correct details as explained below:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89Oxk2hKm12iGvnAcQ%2F-M89Pj93TFWZpZuBlm1l%2F1.png?alt=media\&token=878fbd1d-99c9-4409-9585-103b2bd93076)

**CRM Report Template:** CRM Report Template for the SSRS report that you want to be converted.

**Attach as a Notes:** If marked as True, then it will attach the converted file against the record as a Note else it will not.

**Attach to an Email:** If marked as True, then it will attach the converted file in an email. The **Email Recipients** and the **Sender** would be selected based off the **Email Configuration** done on the selected **CRM Report Template.**

**Upload to SharePoint:** If marked as True, the converted file will be uploaded against the record’s respective SharePoint folder.

* For **On-Premises**, it will be as follows:

![On-Premises](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MBcadHjNT3JeC1PEA1a%2F-MBccWT1s_AlGJq89c8y%2FSSRS_8.jpg?alt=media\&token=b1c6f7b1-c4c6-4565-a247-355cce8e7fe6)

* Now ’**Save**’  and then ‘**Activate**’ the process.
* You can now see the workflow in ‘**My Processes**’.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89Oxk2hKm12iGvnAcQ%2F-M89Q75WiLXTtMJPi7ph%2F6.png?alt=media\&token=9cc909d8-515f-46f8-80f4-83506fc3366c)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}