Edit a default report or create a Reporting Services report

Can I do this task?

The default reports Reports that are included in Microsoft Dynamics CRM Online. Default reports may have been customized or removed by your system administrator or system customizer. in Microsoft Dynamics CRM Online are all Reporting Services A component of Microsoft SQL Server that is used to create and display reports. Reporting Services is installed as part of Microsoft Dynamics CRM Online, and all default reports are written using Reporting Services. reports. Default reports cannot be edited with 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.. To edit the default reports or create a new Reporting Services report other than one created by using the Report Wizard, you need a report development environment A computer with the Report Designer component of Reporting Services installed on a computer in the same domain as the Reporting Services report server, and a product that uses the Visual Studio .NET integrated development environment.:

How to set up a report development environment

1. Identify the existing report that is closest in design to your new report.
2. Download the report from Microsoft Dynamics CRM Onlineto a computer that is set up with the report development environment.
   1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
   2. On the Actions toolbar, click Edit Report , and then on the Actions menu, click Download Report.
   3. Click Save, and specify the location in which to save the file. If you are creating a new report rather than modifying a report, rename the file.
   4. In the Download Complete dialog box, click Close.
3. In a product using the Visual Studio integrated development environment (IDE), open the report, and make the required changes.

   If you are making major changes, first read Writing Reporting Services Reports (Microsoft Dynamics CRM SDK).

4. Add the report to Microsoft Dynamics CRM Online.
   1. In the Microsoft Dynamics CRM Online Reports area, click New.
   2. In the Report Type box, select Existing File.
   3. In the File Location box, enter the path and file name of the dynamic A file that refreshes data from the Microsoft Dynamics CRM Online database each time it is opened. or static A file that does not change when data changes in Microsoft Dynamics CRM Online. file to add, or click Browse to locate the file.
   4. Specify the properties for the report on the General tab:
      • Name

        The name for the report that is shown in the Reports area and on the Reports menu in forms and lists.

      • Description

        The description that is displayed in the Reports area.

      • Parent Report

        If this report is a sub-report A Reporting Services report that is embedded inside another Reporting Services report. or a drill-through report A Reporting Services report that includes data that you can click to go directly to a Microsoft Dynamics CRM Online record., specify an existing parent report A Reporting Services report that links to a sub-report or a drill-through report.. If this is not specified, the parent report will display a "Report not found" error.

      • Categories

        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

      • Related Record Types

        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.

      • Display In

        To specify where reports should be visible, click the Select Values button , and then select one or more options:

        • Reports area

          Report will be displayed in the Reports area.

        • Forms for related record types

          Report will be displayed on the form for the record type you select in Related Record Types

          If the report is enabled for prefiltering A setting in a Reporting Services report that enables use of a default filter on the report., from the record, users can specify running the report on the current record.

        • Lists for related records types

          Report will be displayed from specified list view pages.

          If the report has prefiltering enabled, from the list view, users can specify running the report on selected records.

        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.

      • Languages

        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.

   5. Edit the report ownership information on the Administration tab:
      • Owner

        The owner of the report. This option is only available if you have Assign A privilege required to give ownership of a record to another user. Which records can be assigned depends on the access level of the permission defined in your security role. permission for the report.

      • Viewable By

        Select Individual to make the report viewable only by the owner and anyone the owner shares the report with. Select Organization to make the report organization-owned Records that everyone in the organization needs to access, such as products or sales literature items., and to make it viewable by anyone in the organization.

   6. Click Save.
   7. To modify the filter for the report, on the Actions toolbar, click More Actions, and then click Edit Default Filter.

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