Add a report

If you’ve created a custom report outside of Microsoft Dynamics CRM, you can easily add it to CRM.

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  1. Go to Reports. (How do I get there?)
  1. Choose New.
Add a file created in another application

a.  In the Source section, in the Report Type box, select Existing File.

b.  In the File Location box, enter the path and file name of the file to add, or choose Browse to locate the file.

-OR-

Add a link to a webpage

a.  In the Source section, in the Report Type box, select Link to Webpage.

b.  In the Webpage URL box, enter the URL of the webpage.

    3.  Specify the properties for the report on the General tab.

a.  In the Details section, specify a meaningful name and description for the report.

b.  The Parent Report text box displays the parent report of the current report, if one exists.

Categories. Choose the Select or change the values for this field more_commands button, and then specify the categories to include in this report.

Related Record Types. To have the report appear in the Reports list on a page for specific record types, choose the Select or change the values for this field more_commands button, and then select record types.

Display In. To specify where reports should be visible, choose the Select or change the values for this field more_commands button, and then select one or more of the options. If no values are selected, the report won’t be visible to end users.

  1. Edit the report ownership information on the Administration tab:
  • Owner

This option is only available if you have Assign permission for the report.

  • Viewable By

Select Organization to make the report organisation-owned, and to make it viewable by anyone in the organisation. Select Individual to make the report viewable only by the owner and anyone the owner shares the report with.

5.  Choose Save or Save and Close.

To share the new report, see the instructions in Share a report with other users or teams.

See Also

Create, edit, or copy a report using the Report Wizard

Customise and organise reports

Report writing with CRM 2015 for online and on-premises