Edit report properties

Can I do this task?

1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
2. Select the report, and on the Actions toolbar, click Edit Report .
3. Specify the properties for the report on the General tab:
   • Source

     This section specifies the source file for the report. If you are just changing properties for the report, do not change the information in this section.

   • Name

     The name for the report that is shown in the Reports area and on the Reports menu in forms and lists.

   • Description

     The description that is displayed in the Reports area.

Parent Report

Displays the parent report A Reporting Services report that links to a sub-report or a drill-through report. of the current report, if one exists.

• Categories

  To specify the categories in which to include this report, click the Select Values button , and then select the categories. More information: System Settings Dialog Box - Reporting Tab

• Related Record Types

  To have the report appear in the Reports list on a page for specific record types, click the Select Values button , and then select record types.

  For example, if your new report includes data from accounts and activities, select Accounts and Activities.

• Display In

  To specify where reports should be visible, click the Select Values button , and then select one or more options:

  • Reports area

    Report will be displayed in the Reports area.

  • Forms for related record types

    Report will be displayed on the form for the record type you select in Related Record Types

    If the report is enabled for prefiltering A setting in a Reporting Services report that enables use of a default filter on the report., from the record, users can specify running the report on the current record.

  • Lists for related records types

    Report will be displayed from specified list view pages.

    If the report has prefiltering enabled, from the list view, users can specify running the report on selected records.

  If no values are selected, the report will not be visible to end-users. To view or manage reports not visible to end-users, in the Reports area, select the All Reports, Including Sub-Reports view.

• Languages

  If your Microsoft Dynamics CRM Online implementation has multiple languages enabled, specify a language. The report will be displayed for all users who have selected that language in their personal options. To make this report available to all users, select All Languages.

  Note that this does not change the language used inside the report.

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

     The owner of the report. This option is only available if you have Assign A privilege required to give ownership of a record to another user. Which records can be assigned depends on the access level of the permission defined in your security role. permission for the report.

   • Viewable By

     Select Individual to make the report viewable only by the owner and anyone the owner shares the report with. Select Organization to make the report organization-owned Records that everyone in the organization needs to access, such as products or sales literature items., and to make it viewable by anyone in the organization.

2. Click Save or Save and Close.

Tips

Note

If multiple Language Packs are installed, only reports that are marked for display in the language you specified in Personal Options will be visible. More information: Set Personal Options