This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Report Permissions
There is one record type for each type of data, such as accounts, contacts, or services.
In addition, there are separate record types for:
If your report includes data from communication activities Tasks, e-mail messages, phone calls, faxes, letters, appointments., you have two options:
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To edit an existing Report Wizard report, select the report, on the Actions toolbar, click Edit Report , and then click Report Wizard.
You can only use the Report Wizard to edit reports that were created with the wizard.
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To start from a copy of an existing report, select Start from an existing report, select the report, and also clear the Overwrite existing report check box.
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To edit an existing report, select Start from an existing report, select the report, and check the Overwrite existing report check box.
The purpose of this step is to identify where the data in the report comes from. You can include data from one or two record types, plus data from related records Records that are referenced in the current record. For example, an account might have many related contact records..
Tip: If you don't need data from a related record type, don't select one, as it makes the report take longer to load.
The purpose of this step is to determine which records are included in your report. This information is saved as the default filter Criteria used to limit data in Microsoft SQL Server Reporting Services reports. Typically, the default filter restricts data to active records that have been modified within a certain time period. for the report.
You can select criteria based on the selected record types or on columns from related records.
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To define which records to include by selecting criteria:
For each row you want to group, click the Select Row button for that row, and then click Select Row.
On the Filter toolbar, select Group AND or Group OR.
To remove a row from a group, click the Options menu button for that row, and then click Delete.
To select a group, click the Options menu button for that group, and then click Select Group.
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.
To unselect a group that has been previously selected, click the Options menu button for that group, and then click Deselect Group.
To ungroup a group, click the Options menu button for that group, and then click Ungroup.
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.
The purpose of this step is to determine which columns to include, the order in which they are displayed, and whether to group data into subcategories. At a minimum, a report just includes columns. By grouping and summarizing the data, you make it easier to see the patterns.
For example, your report could use one level of grouping to group opportunities by salesperson, or add a second level of grouping to show each quarter's opportunities, or add a third level to show the percentage won and lost in each quarter.
To use a chart in your report, if your report has no grouping, you must select at least one numeric column. If your report uses grouping, you must select at least one numeric column with a summary type defined.
The purpose of this step is to determine whether to use a chart, and which type of chart to use.
The purpose of this step is to specify the type of chart, and how the data is displayed in the chart.
The Chart preview area shows how the data will be displayed.
When you finish defining the report, you return to the Report form, where you can update the name and description of the report, and determine where the report is displayed:
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
By default, a new report is not put into any category. If you want the report to be included in the category views in the Reports area, such as the Marketing Reports view, add a category in the Categories box.
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.
To specify where reports should be visible, click the Select Values button , and then select one or more options:
Report will be displayed in the Reports area.
Report will be displayed on the form for the record type you select in Related Record Types
Report will be displayed from specified list view pages.
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.
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.
Tip:If you use the Microsoft Dynamics CRM Online for Outlook with Offline Access, by default all reports that you own will be available when you are offline. More information: Work with Data to Take Offline
On the Report toolbar, click Run Report .
If the report needs modifications, start with step 2 and edit the existing report.
By default, the report is a personal report A report that can be viewed by its owner, and can also be shared with other users or teams.. This means that you are the only one who can use it.
If you use the Microsoft Dynamics CRM Online for Outlook with Offline Access, by default all reports that you own will be available when you are offline. More information: Work with Data to Take Offline