In order to use an Excel report in a process, it needs to:

1. Must be a [custom report] - not a section report or page report
2. Have the [Available in process] option checked (this option only shows if it's a custom report type)

Ryan

Ryan Farley,

Yes that made the process element works. Thank you!
 

Hi Fulgen,

The development team has confirmed that the app is compatible with Creatio version 8.1.0 and higher. We’ve also updated the compatibility details for this app on the Creatio Marketplace.

To install and use the app, please consider upgrading your Creatio instance to version 8.1.0 or later.

@Irina,

Do you have still the old version for 7.18.1? while we are still working on the updrade of our system. Thank you so much.

Hello Danny,

Unfortunately Excel report builder does not support virtual objects.

Dymytriy Vykhodets,

ah, thank you!

It only allows "Custom Reports", not Section Report or Edit Page Reports. Also, for Custom Reports, there is a new checkbox on the report page that allows it to be used in processes. You need to check that, then it will show up in the process element to select.

Ryan

Ryan Farley,

Thks. Ryan. 

Hi Federica,

This process is assigning the access to all employees.

You can create a new version with appropriate access rights you want to apply.

I hope this helps!

Thanks Franck! Smart idea :)

+1 Also really hoping this gets updated, or even better some enterprise level reporting functionality. 

Yes, I'd rather it become an OOTB functionality in Creatio 8.1 ... an enterprise grade tools requires enterprise grade reporting

Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

Hello Damien,



Please contact our support team (suuport@creatio.com) and describe the issue.

Bogdan,

Hi I did already, they told me to ask the question on the community..





Damien

Damien Collot,

Please create a new case and write that it was recommended to create case on the community, 

The code I'm using to access the web service (based on this) is as follows, the cookie is definitely retrieved (though I'm not 100% sure what the `_appUrl` should be):

string _output = "";
string _userName = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX";
string _userPassword = "XXXXXXXXXXXX";
string _authServiceUrl = "https://XXXXXX-crm-bundle.creatio.com/ServiceModel/AuthService.svc/Login";
string _authServiceUrl2 = "https://XXXXXX-crm-bundle.creatio.com/0/rest/IntExcelReportService/GetExportFiltersKey";
string _appUrl = "https://XXXXXX-crm-bundle.creatio.com/";
var _authCookie = new CookieContainer();
 
TryLogin();
TryForKey();
Set<string>("ProcessSchemarequestResult", _output);
 
// Sends a request to the authentication service and processes the response.
void TryLogin() {
    var authData = @"{
        ""UserName"":""" + _userName + @""",
        ""UserPassword"":""" + _userPassword + @"""
    }";
    var request = CreateRequest(_authServiceUrl, authData);
    //_authCookie = new CookieContainer();
    request.CookieContainer = _authCookie;
    // Upon successful authentication, we save authentication cookies for
    // further use in requests to Creatio. In case of failure
    // authentication application console displays a message about the reason
    // of the mistake.
    using (var response = (HttpWebResponse)request.GetResponse())
    {
        if (response.StatusCode == HttpStatusCode.OK)
        {
            using (var reader = new StreamReader(response.GetResponseStream()))
            {
                var responseMessage = reader.ReadToEnd();
                //Console.WriteLine(responseMessage);
                _output = _output + responseMessage + "\n\n";
                if (responseMessage.Contains("\"Code\":1"))
                {
                    throw new UnauthorizedAccessException($"Unauthorized {_userName} for {_appUrl}");
                }
            }
            string authName = ".ASPXAUTH";
            string authCookeValue = response.Cookies[authName].Value;
            _authCookie.Add(new Uri(_appUrl), new Cookie(authName, authCookeValue));
        }
        else
        {
        	_output = _output + response.StatusDescription + "\n\n";
        }
    }
}
 
void TryForKey() {
	string esqStr = "{\"rootSchemaName\":\"Contact\",\"operationType\":0,\"includeProcessExecutionData\":true,\"filters\":{\"items\":{\"a99615bf-66bc-4ad4-b6da-e2d8949e090b\":{\"filterType\":1,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpression\":{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"98dae6f4-70ae-4f4b-9db5-e4fcb659ef19\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6},\"columns\":{\"items\":{\"Full name\":{\"caption\":\"Full name\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Name\"}}}},\"isDistinct\":false,\"rowCount\":-1,\"rowsOffset\":-1,\"isPageable\":false,\"allColumns\":false,\"useLocalization\":true,\"useRecordDeactivation\":false,\"serverESQCacheParameters\":{\"cacheLevel\":0,\"cacheGroup\":\"\",\"cacheItemName\":\"\"},\"queryOptimize\":false,\"useMetrics\":false,\"adminUnitRoleSources\":0,\"querySource\":0,\"ignoreDisplayValues\":false,\"isHierarchical\":false}";
	string callData = "EsqString : " + esqStr + ", RecordCollection : [\"98dae6f4-70ae-4f4b-9db5-e4fcb659ef19\"], ReportId : \"ebf37bad-134c-423e-af16-aa0897522de6\"";
    var request = CreateRequest(_authServiceUrl2, callData);
    request.CookieContainer = _authCookie;
    using (var response = (HttpWebResponse)request.GetResponse())
    {
        if (response.StatusCode == HttpStatusCode.OK)
        {
            using (var reader = new StreamReader(response.GetResponseStream()))
            {
                var responseMessage = reader.ReadToEnd();
                //Console.WriteLine(responseMessage);
                _output = _output + responseMessage + "\n\n";
                if (responseMessage.Contains("\"Code\":1"))
                {
                    throw new UnauthorizedAccessException($"Unauthorized {_userName} for {_appUrl}");
                }
            }
        }
        else
        {
        	_output = _output + response.StatusDescription + "\n\n";
        }
    }
}
 
// Create request to the authentication service.
HttpWebRequest CreateRequest(string url, string requestData = null)
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create(url);
            request.ContentType = "application/json";
            request.Method = "POST";
            request.KeepAlive = true;
            if (!string.IsNullOrEmpty(requestData))
            {
                using (var requestStream = request.GetRequestStream())
                {
                    using (var writer = new StreamWriter(requestStream))
                    {
                        writer.Write(requestData);
                    }
                }
            }
            return request;
        }
 
return true;

The error that results:

System.Net.WebException: The remote server returned an error: (401) Unauthorized.
   at System.Net.HttpWebRequest.GetResponse()
   at Terrasoft.Core.Process.UsrProcess_3608a7dMethodsWrapper.<ScriptTask1Execute>g__TryForKey|1_1(<>c__DisplayClass1_0& )
   at Terrasoft.Core.Process.UsrProcess_3608a7dMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.ExecuteItem(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

Gareth Osler,

I was able to implement this in the end, if anyone happens this way and would like to know the solution by all means DM me.

Gareth Osler,

hello Gareth i want to do the same to export a forecast in business process can you please share with me the solution 

Gareth Osler,

Would you mind sharing the solution? I am in the process of trying to achieve the same thing as well. Trying to use a file in a business process.

The solution is long since lost in the mists and fogs of time, I should have posted it, apols.

Hi Lewis,

I understand that you would like to bind custom reports from Excel reports builder to Creatio.

In that case, you have to bind data from three main objects (see the attached screenshot) using out-of-the-box data binding tools.

To bind columns and filters setup to Excel report, you have to bind data from SysProfileData table where key like 'IntExcelReportFilterDetail' or key like 'IntExcelReportPageIntRelatedSchemasDetail'.

Hi Patrick,

Unfortunately, the Excel reports builder is a free add-on, so there are no options for online assistance. The only support available is via the Creatio Community.

The add-on is quite simple and doesn't cover all complex cases. I recommend using an app guide as a list of available features. For example, the app doesn't allow downloading data from different objects in one spreadsheet. You could consider a workaround by developing a data view and downloading this data view like one object using the app.