The relations or tables are not available when configuring the electronic reporting report

Recently we experienced an issue when we heeded to change one of the reports. The report was configured via electronic reporting. The issue was that we were not able to see the actual relations between the tables. Moreover, we could not see new tables when we were configuring the electronic reporting report. 

We checked our configuration in  Organization administration > Workspaces > Electronic reporting and opened Designer > Map model to datasource > Designer. Here is where we map the list of fields to be printed in the report against the data source in Dynamics 365.

I was not told that the tables which should be added to the report configuration were new. Those tables were delivered with the latest code release from our partners.

When I learned about that the solution was pretty clear - It is necessary to refresh the ER metadata to make the custom field that is added visible in the ER model mapping designer. It must be done with the Rebuild table references menu item (Organization administration > Electronic reporting > Rebuild table references) to bring the AOT changes into the ER metadata.

As a result, the lessons are:

  • Read the documentation thoroughly.
  • When you add new Application Object Tree (AOT) artifacts or update existing AOT artifacts that are used as data sources (tables, views, or data entities) in ER, use the Rebuild table references menu item (Organization administration > Electronic reporting > Rebuild table references) to bring your AOT changes into the ER metadata.

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