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.

green_diamond_arrow

  1. Go to Reports. (How do I get there?)
  1. On the Actions actions menu, click or tap Download Report.

The RDL file for the report contains tags that specify whether the report is a Fetch-based report or an SQL-based report.

  1. Click or tap Save, and specify the location in which to save the file. If you’re creating a new report rather than modifying a report, rename the file.
  2. In the Download Complete dialog box, click or tap Close.

See Also

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