System Settings Dialog Box - Reporting Tab

If you need to back up your settings, or export them for use in a different implementation of Microsoft Dynamics CRM Online, you can export them as part of exporting customizations. More information: Export Customizations and Configurations

Can I do this task?

1. Navigate to the report category settings.

   In the Navigation Pane, click Settings, click Administration, and then click System Settings.Click the Reporting tab.

2. Add categories, edit category names, or adjust the order of categories as needed.
3. Click OK.

Note

If you add a new category or change existing categories, you should also change the default views available for the Report record type. Otherwise, users won't have a way to see all reports in the new categories. More information: Work with Views