[Applies to: Microsoft Dynamics CRM 4.0]

Edit the default filter for a report

Can I do this task?

If the report is a default report A report that included in Microsoft Dynamics CRM Online. Default reports may have been customized or removed by your system administrator or system customizer., or was created by using the Report Wizard A wizard that guides you through creating a report. Tasks include selecting data and deciding how data should be summarized and presented., you can change the default filter that will be used each time any user runs the report.

1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
2. Select a report.

   To see all reports, including sub-reports that are not visible in the default view, select the All Reports, Including Sub-Reports A view that shows all reports, including sub-reports and reports that have not been added to any categories or display areas. view.

3. On the Actions toolbar, click More Actions, and then click Edit Default Filter.
4. Modify the filter criteria.

   The criteria are grouped by record types that you can use in the filter, such as Accounts or Contacts.

   • To edit an existing row, click the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value. and select an operator, or click the underlined value and enter a new value.
   • Click the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value., and select an operator.
   • To add a criteria row:
     1. In the area for the record type that the field belongs to, click Select, and specify the field to filter on.
     2. Click the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value., and select an operator.
     3. Click Enter Value, and enter a value to filter on. For some values, you can click the Select Values button to open the Select Values dialog box and select the value you want.
   • To group criteria, you must select two or more rows for the same record type. For example, Sales Stage and Est. Revenue are both field values in the Opportunity record type and two rows that specify filter criteria for these fields can be grouped. However, rows with field values from different record types, such as Account and Opportunity record types, cannot be grouped.
     1. For each row you want to group, in detailed mode, click the Options menu button for that row, and then click Select Row.
     2. On the Filter toolbar, select Group AND or Group OR.
     3. To remove a row from a group, click the Options menu button for that row, and then click Delete.
     4. To select a group, click the Options menu button for that group, and then click Select Group.
     5. To add a criteria clause to a group, click the Options menu button for that group, click Add Clause, and then select the field, query relational operator, and value.
     6. To unselect a group that has been previously selected, click the Options menu button for that group, and then click Deselect Group.
     7. To ungroup a group, click the Options menu button for that group, and then click Ungroup.
     8. To change a Group AND group to a Group OR group, or a Group OR group to a Group AND group, click the Options menu button for that group, and then click Change to OR or Change to AND.

   Tips

   • To clear all criteria and start over, on the Filter toolbar, click Clear, and then click Confirm.
   • To delete a row, click the Options menu button for that row, and then click Delete.
5. Click Save Default Filter.
6. Click Save or Save and Close.