---
title: "Create a Test Report - Lasernet CE Connector - User Guide"
slug: "create-a-test-report"
description: "To create a test report: populate the entity report, run the test, define the parameters for the entity report, and run the final report through the Connector. "
tags: ["Lasernet CE Connector", "LACCRM", "Entity report", "Dataverse", "Sandbox", "Expression editor", "Dynamics 365", "XML", "Parameters", "Test"]
updated: 2025-12-01T11:41:13Z
published: 2025-12-01T11:41:13Z
canonical: "kb.lasernetgroup.com/create-a-test-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Test Report

## Populate the Entity Report

It is now necessary to send a message between the two systems through the user interface.

Previously, the **Entity Report**'s **Recording** button was toggled to **Yes**:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-H5D2BQ7H.png)

This is where the message from CE will be received in FO.

1. Navigate to the **Quotes** entity in CE.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-IUCL21KA.png)

1. Double-click a quote to open it.
2. On the **Quotes** form that opens, click the **Lasernet** button and then click **Quote**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Q1YDBH8N.png)

The following window will be displayed. These errors are expected:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-044QG4U6.png)

1. Close the dialog box and open Finance and Operations. There, navigate to **Lasernet** > **Setup** > **Dataverse/Dynamics365** > **Entity reports**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5DUZMOUD.png)

1. Select the **Entity Report** created earlier.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-ERLVBACL.png)

You can see that the criteria of this entity report have been filled in; this is the message that was sent from CE to FO. The connection is working well.

1. Click **Edit**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-T4LNELEA.png)

1. Toggle the **Recording** button to **No**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5K2OYUMK.png)

1. Scroll down through the criteria until you find **PassThroughData**. Select the checkbox within the **Check** column.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5SNUODDS.png)

1. Click **Save** and close the form.
2. Return to CE and navigate to the **Quotes** entity.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-KJ540D3M.png)

1. Double-click a quote to open it. On the **Quotes** form that opens, click the **Lasernet** button, then click **Quote**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-VFO64FM7.png)

A dialog box will be displayed again:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-EJ3YLHCL.png)

1. This time, no errors occurred. Click **Submit**.
2. The CE report will run, and the dialog box will disappear. To check this, return to FO, navigate to **Lasernet** > **Common** > **Reports,** and then select the **CESalesQuotation** class report that was created earlier.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3U7G1O07.png)

1. Click **Journal** to display the list of the previous runs of this report.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-64I3ROLH.png)

From within the **Journal** screen, you can view the previous runs of the report. Here, the timestamp on the top record matches the time the report was run from CE. This confirms that the integration is working as expected.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-YYJHG53Y.png)

## Run a Test Report

The following steps will help confirm that the contents of the report are as expected:

1. Return to CE and navigate to the **Quotes** entity.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3559FW09.png)

1. Double-click a quote to open it. On the **Quotes** form that opens, click the **Lasernet** button, then click **Quote**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-XVRXLV2Y.png)

A dialog box will be displayed again:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-EJ3YLHCL.png)

1. This time, no error occurred. Click **Submit**.

The CE report will run, and the dialog box will disappear again.

1. As before, check this by returning to FO, navigating to **Lasernet** > **Common** > **Reports,** and then selecting the **CESalesQuotation** class report, which was created earlier.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-58KDB65I.png)

1. Click **Journal** to display the list of the previous runs of this report.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-40YO9RPF.png)

1. From within the **Journal** screen, select the most recent run of the report.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-STFJY14G.png)

1. Click the **Preview** dropdown menu and then select **Show XML** to display the generated XML.

As in the previous test, the XML preview displays all the information that would be expected in the usual XML message generated by the Lasernet Connector, including all the fields defined in our query.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-02LINXWL.png)

However, this XML contains information for all the quotes in CE rather than just for the record that we selected when the report was run.

## Define Parameters for the Entity Report

The following steps will define parameters for the entity report within Lasernet CE Connector:

1. In FO, navigate to **Lasernet** > **Setup** > **Dataverse/Dynamics 365** > **Entity reports**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5DUZMOUD.png)

1. Expand the **Commands** and **Report ranges** FastTabs.
2. Click **Predefined Destinations,** and for the purposes of testing, select **Lasernet Screen**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Z7FF9GXV.png)

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-09Y0NGEV.png)

1. Click **OK**.
2. On the **Entity Report**, click **Default ranges**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-D6F78F66.png)

Here, we define which records will be included in the XML message sent to Lasernet. By default, this range is empty, which is why, during the test run of the report, all CE quotes were included in our XML, rather than just the one we had selected.

1. Click **New**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-ALM6KCWH.png)

1. On the displayed line, select the **Field** column and then **quoteid**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-8990L6EI.png)

1. Click the **＋** icon in the **Range** column. You will see that this **quote ID** value corresponds to the **GUID** in CE, which is the unique identifier for the quote.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3W19DFCG.png)

1. When we run our report, we want to run it only for the **quote ID** linked to the **Quote** that we have selected. To do this, click the **Expression editor** icon next to the **Range** column.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-20IWB3G0.png)

The Expression Editor opens.

1. Click the **Select value** dropdown.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-PJZNVQ4Q.png)

1. Select **Parameter** from the list.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QAGOTMQ0.png)

1. Select **PrimaryItemIds** from the available parameters. The expression will validate.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-56TO6XYW.png)

1. Click **OK** and **OK** again.
2. Save the form, then close it.

## Run the Final Report Through Lasernet CE Connector

Follow these steps to run the report one last time to check that the outcome is as expected:

1. Return to CE and navigate to the **Quotes** entity.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-GUJMPD1R.png)

1. Double-click a quote to open it. On the **Quotes** form that opens, click the **Lasernet** button, then click **Quote**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-SV4Z5IBU.png)

A dialog box will be displayed again:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-9591HU1J.png)

1. Click **Submit**.

The CE report will run, and the dialog box will disappear. Depending on your browser settings, the output will either download or be displayed on the screen.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-C47STDBH.png)

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-P2CEY613.png)

This **Report is not recognized** output is expected here, as no Lasernet form output has been defined yet.

### Check the XML Message in FO

To check the XML message in FO to ensure the filters applied in the previous step are working as expected, follow these steps:

1. Return to FO, navigate to **Lasernet > Common > Reports**, and then select the **CESalesQuotation** class report that was created earlier.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-7EB79QTZ.png)

1. Click **Journal** to display the list of the previous runs of this report.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-2GRB85R7.png)

1. From within the **Journal** screen, select the most recent run of the report.
2. Click the **Preview** dropdown menu and select **Show XML** to display the generated XML.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-2Z891Y0A.png)

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-6GMP1UVP.png)