How Do I Specify Ranges for Other Root Data Sources on a CE Report?

This article describes how to apply the ranges within the Query wizard for a report - either as a relation or as a range.

Log in to Dynamics 365 Finance and Operations and navigate to Lasernet > Common > Reports, then click the Query wizard.

The following images provide examples of a relation and a range using a number of different sources.

The following image illustrates a relation between the entity quotes in Customer Engagement and the table CustTable in Finance and Operations:

The following image illustrates a range for the table CompanyInfo. Remember to set the Lock to Yes.

It is also possible to use an expression to set the value, such as setting the value for the field DataArea in the following image:

Ensure the Cross company button is toggled to Yes in case the data source/table is using the field dataAreId from a table in Finance and Operations.

Both if used within a relation or when used for setting a range.

This image shows the field dataAreaId used within a relation:

This image shows the field dataAreaId used for setting a range: