Microsoft Dynamics CRM Online includes default reports for many common business needs. However, most organizations customize the default reports and add custom reports for specific needs. To customize reports, you need to understand:
Reports can be owned by the system or by individual users. System reports are available to all users. Reports owned by individual users can be shared with specific colleagues or teams, or can be made available to the organization so that all users can use them.
All default Microsoft Dynamics CRM Online reports and all reports created using the Report Wizard are Microsoft SQL Server Reporting Services reports. In addition, reports can also be:
For each report, you can edit the report properties, including:
All reports read Microsoft Dynamics CRM Online data from filtered views, which filter the data based on the user's security role. Reports only display data that the person running the report has permission to view.
To create a new report, users with appropriate permissions can:
You cannot use any other development tools, such as Microsoft Visual Studio or text editors, for creating reports in Microsoft Dynamics CRM Online. As an alternative, you can use the following built-in reporting tools:
For existing reports, users with appropriate permissions can: