Publish a Report Using the Microsoft Dynamics CRM Web Application

[Applies to: Microsoft Dynamics CRM 2011]

To publish a report in Microsoft Dynamics CRM by using the Web application

  1. Create a new report or modify a report by using Business Intelligence Development Studio. For detailed information, see Create Custom Reports Using Business Intelligence Development Studio.

  2. Log on to Microsoft Dynamics CRM, and click Reports in the navigation pane.

  3. Click New in the toolbar located above the Reports grid.

  4. In the Report:New dialog box, click Existing File in the Report Type list, and then specify the location of the .rdl file in the File Location box.

  5. Specify appropriate data in the Details section of the Report:New dialog box.

  6. Click Save and Close.

After the report is tested and functions correctly, follow these steps to add the report to context-sensitive lists and forms in Microsoft Dynamics CRM.

To add the report to context-sensitive lists and forms

  1. Select the report in the Reports grid, and click Edit on the grid toolbar.

  2. In the Report dialog box, specify values in the Categorization section: according to the following descriptions:

  3. Categories: Categorizes the report according to its intended purpose. For example, a sales report can be included in context-sensitive lists and forms in the Sales area of Microsoft Dynamics CRM.

  4. Related Record Types: Associates the report to specific entities, such as accounts or contacts.

  5. Display In: Enables the report to be displayed in context-sensitive forms and lists. You can restrict where the report is displayed. If you intend to publish a hidden report, clear the Display In box.

  6. Click Save and Close.

By default, a report is uploaded as a user-owned report. To make the report visible to the whole organization, you can do either of the following when editing a report:

  • In the Report dialog box, click the Administration tab, and then click Individual for the Viewable By field.

  • In the Report dialog box, click Actions on the toolbar, and then click Make Report Available to Organization.

Specify a Default Filter for the Report

You can define a default filter for a report so that the filter criteria is used every time the report is run. To do this, do the following:

  1. Select a report in the Reports grid, and click Edit Default Filter on the grid toolbar.

  2. In the Report Viewer dialog box, define the default filter criteria that will be used every time the report runs, and click Save Default Filter.

See Also

Concepts

Publish Reports

Microsoft Dynamics CRM 2011
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