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

Create, edit, or copy a report using the Report Wizard All reports that are created using the Report Wizard are Fetch-based reports. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.  Check your security role a.   Follow the steps in View your user profile.. b.   Don’t have the […]

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Customise and organise reports

Customise and organise reports Analyse data in Microsoft Dynamics CRM by using reports. Microsoft Dynamics CRM includes default reports for many common business needs. However, most organisations customise the default reports and add custom reports for specific needs. Ownership of reports System reports are available to all users. Individuals who own reports can share them […]

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Edit the default filter of a report

Edit the default filter of a report When a report is a Microsoft SQL Server Reporting Services report, is enabled for pre-filtering, and has a default filter, you can change the default filter to display the data you expect to see in the report. This filter is used each time any user runs the report. […]

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Determine who can use a report

Determine who can use a report By default, a report is a personal report and can be used only by the author unless it is shared. If you use Microsoft Dynamics CRM for Outlook all reports that you own will be available when you’re offline. More information:  Work offline with CRM for Outlook. Make sure […]

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Troubleshoot problems with data not displaying in a report

Troubleshoot problems with data not displaying in a report There are several possible reasons why data that you expect to be in a report does not appear: Insufficient security permissions. If you don’t have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report. Data is not entered. The […]

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Download a report

Download a report To edit a default report, you can download the report from Microsoft Dynamics CRM to a computer that is set up with the report development environment, and then make the necessary changes. Go to Reports. (How do I get there?) On the Actions  menu, click or tap Download Report. The RDL file […]

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Share a report with other users or teams

Share a report with other users or teams When you create a new report, share it with other people on your team or in your organisation so that they can also benefit from it. There are several ways that you can share your new report with other people. Share the report with other users or […]

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Organise and lay out your data

Organise and lay out your data When you create a report, you have to decide which columns to include, the order in which they are displayed, and whether to group data into subcategories. By grouping and summarising the data, you make it easier to see the patterns. For example, your report could use one level […]

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Add a report

Add a report If you’ve created a custom report outside of Microsoft Dynamics CRM, you can easily add it to CRM. Go to Reports. (How do I get there?) 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 […]

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