[Applies to: Microsoft Dynamics CRM 4.0]

Create one-time or scheduled report snapshots

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To create a snapshot of a Reporting Services report, you create a snapshot definition, which can be used to create on-demand snapshots or to schedule snapshots to occur at specific times. Each snapshot definition can create and store up to eight snapshots. When the ninth snapshot is created, the first snapshot is automatically deleted. Caution: When you make a snapshot available to other users, all the data in the snapshot is visible, whether or not the other users have permission to view this data directly in Microsoft Dynamics CRM Online. Make sure you don't share information that other users do not have permission to view.

  1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
  2. Select a report.
  3. On the More Actions menu, click Schedule Report and complete the steps in the wizard.

Tips

Related Topics

Create and Work with Reports

Customizing and Organizing Reports

Running Reports - Troubleshooting

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