[Applies to: Microsoft Dynamics CRM 4.0]

Add a report without using the Report Wizard

Can I do this task?

1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
2. To add a new report, click New.

   Add a new file that reads data from the Microsoft Dynamics CRM Online database.

   You can add a static A file that does not change when data changes in Microsoft Dynamics CRM Online. file, or a dynamic A file that refreshes data from the Microsoft Dynamics CRM Online database each time it is opened. Microsoft Office, Microsoft SQL Server Reporting Services or other ODBC-compliant file that reads data from the Microsoft Dynamics CRM Online database.

   1. In the Source section, in the Report Type box, select Existing File.
   2. 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.

      When you add a new Reporting Services report, if the report is enabled for prefiltering A setting in a Reporting Services report that enables use of a default filter on the report. and the report doesn't already have a 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., a default filter that limits the data in the report to records modified within the past 30 days that have status set to active is added. For information about creating Microsoft Office files or other ODBC-compliant files that read directly from the Microsoft Dynamics CRM Online database, see: Write a Report Using Report-Writing Tools.

   Tips

   • To change a file that has been added as a report, you must download it, make any changes, and then add it again.
   • By default, the maximum size of the file that you can upload is 4 megabytes (MB). This can be changed by your administrator. More information: Microsoft Knowledge Base Article 295626.

   Add a new link to a Web page

   1. In the Source section, in Report Type, select Link to Web page.
   2. In the Web Page URL box, enter the URL of the Web page to add.
3. Specify the properties for the report on the Generate Mappings 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.

4. 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.

5. Click Save or Save and Close.

Tips

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