d365fo-report-discovery

name	d365fo-report-discovery
description	Use when user asks about D365FO reports, SSRS reports, or print management. "does a standard report exist for vendor aging", "what datasets does PurchPurchaseOrder report use", "find reports related to sales confirmation", "what data provider class does a report use", "find the SSRS report for customer statement", "which report covers open purchase orders", "existing report for inventory value", "report datasets for LedgerTransVoucher"
license	MIT
metadata	{"version":"1.0"}

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").

2. 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

3. 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.

4. 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 name	Design	Module	Print management
PurchPurchaseOrder	Report	Procurement	Yes
VendAgingReport	Report	Accounts payable	No

Report datasets

Dataset name	Data provider class	Key table(s)
PurchPurchaseOrderDS	PurchPurchaseOrderDP	PurchTable, PurchLine
VendorDS	VendTableDP	VendTable

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.