[Applies to: Microsoft Dynamics CRM 4.0]
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
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.
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.
The name for the report that is shown in the Reports area and on the Reports menu in forms and lists.
The description that is displayed in the Reports area.
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.
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
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
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.
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.
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.
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.
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.