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Published: 3/27/2008
Updated: 4/30/2009
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You can use the following links to articles that contain information about using and customizing reports.
Videos
Reporting overview
Though this video uses Microsoft Dynamics CRM Online, all the concepts and steps are the same for Microsoft Dynamics CRM (On-Premise Edition).
View this video...
Getting started articles
9 steps to get started with reporting
Learn the options for analyzing your Microsoft Dynamics CRM data, and find out how to get the information you need quickly.
Read this article...
Using Advanced Find
You can use the links in this article to go to helpful and needed content about using the Advanced Find feature in Microsoft Dynamics CRM.
Read this article...
Articles referencing default reports
Campaigns from start to finish
Learn how to manage your campaigns from inception through completion.
Read this article...
Are you neglecting any customers? Run a report to find out
Besides using the default Neglected Cases, Neglected Accounts, and Neglected Leads reports, you can make your own using Microsoft Office Excel 2003 and Microsoft Dynamics CRM.
Read this article...
Keep your knowledge base fresh with article reviews
Capture your team's comments and suggestions and then run reports to determine which articles to update.
Read this article...
Simple steps to take toward accurate case resolution
Find out why cases are being resolved by customizing the resolution type.
Read this article...
Customization articles related to reporting
Report customizations
Customizations often support requirements to provide data for reports. This article describes the types of reports that are available and options for creating and modifying reports.
Read this article...
State your terms: Use your organization's nomenclature
Change the names of entities in Microsoft Dynamics CRM so that they match the nomenclature used in your organization.
Read this article...
Blog posts
Solving the dashboard dilemma
Determine which business intelligence technology to use for your dashboard.
Read this blog post...
Report on processes, not just data
Build a report with the Report Wizard to track processes.
Read this blog post...
Reports for CRM 4.0 using SQL Server 2008 and Report Builder 2.0
Get the facts about new Reporting Services components that can be used in reports.
Read this blog post...
Customizing Report Templates
Learn how to customize templates for new reports.
Read this blog post...
How it works: Reporting Services and Dynamics CRM
Learn how reporting is implemented in Microsoft Dynamics CRM 4.0.
Read this blog post...
