aurelienclere-365/d365fo-cowork-plugin/d365fo-report-discovery

D365FO Report Discovery

Find existing SSRS reports and inspect their dataset definitions before building new ones. Avoids duplicating standard reports and reveals the data provider classes behind them.

When to use

• User needs to know if a standard D365FO report covers a business requirement
• User is extending or replacing a standard report and needs its dataset/DP class
• User is documenting print management requirements in an SFD
• User wants to know which data provider class a report uses (for CoC extension)

Workflow

1. Search for reports. Call search_reports(query) with business keywords

(e.g. "vendor aging", "purchase order", "sales confirmation", "customer statement").

1. Get report metadata. Call get_report(reportName) — returns:

• Report datasets and their data provider (DP) class
• Report design names
• Whether the report is part of print management

1. Identify the data provider class. The DP class (extends SrsReportDataProviderBase

or SrsReportDataProviderPreProcess) is the extension point for adding fields or changing report data. Note it for the technical spec.

1. Recommend.

• Standard report found → document it. If customisation is needed, the CoC extension

point is on the DP class processReport() method.

• No standard report → describe the dataset needed and suggest a new report with a

SysOperation-based data provider.

Output Format

Report match

Report datasets

Extension approach (if customisation needed)

Extension point : PurchPurchaseOrderDP::processReport()  (CoC)
Add field to    : PurchPurchaseOrderTmp (temp table — add via table extension)
Expose in SSRS  : Add field to dataset in Visual Studio report designer

Notes

• D365FO reports use temporary tables (TmpTable) as the dataset source — you cannot

directly add fields from base tables to a report without modifying the DP class and its temp table.

• Print management reports (e.g. purchase order, sales confirmation) have strict upgrade

implications — prefer CoC on the DP class over full replacement.

• SrsReportDataProviderPreProcess DP classes run as a batch before rendering — large

data volumes are processed async; take this into account in the SFD.