[Applies to: Microsoft Dynamics CRM 4.0]
This section specifies the source file for the report. If you are just changing properties for the report, do not change the information in this section.
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.
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, 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 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, and to make it viewable by anyone in the organization.
If multiple Language Packs are installed, only reports that are marked for display in the language you specified in Personal Options will be visible. More information: Set Personal Options