> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2export/configuration/automation/ssrs-template-workflow.md).

# 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.

![](/files/-M89MA5iSn7mirlQNSwS)

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

![](/files/-M89MnWAB0Ffd-1IVbzy)

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

![](/files/-M89N6nojRePM608k8vK)

* 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.

![](/files/-M89Na9irmHm8FdPzIs9)

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

![](/files/-MBccAOgatAxbiNkWjix)

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

![](/files/-M89ORCpEM-0pLDkiw1g)

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

![](/files/-M89Pj93TFWZpZuBlm1l)

**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](/files/-MBccWT1s_AlGJq89c8y)

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

![](/files/-M89Q75WiLXTtMJPi7ph)

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


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