Publish reports

  • Article

 

Applies To: Dynamics CRM 2015

To make reports available to users, you publish the report in Microsoft Dynamics CRM.

Publish a report in Microsoft Dynamics CRM by using the web application

  1. Create a new report or modify a report by using SQL Server Data Tools. More information: Create a new report using SQL Server Data Tools 

  2. Sign in to Microsoft Dynamics CRM, and select Sales > Reports.

  3. On the command bar, select New.

  4. In the Report:New Report dialog box, in the Report Type list, select Existing File, select Browse, 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 Report dialog box.

  6. Select Save and Close.

    You can test the report by selecting it from the Available Reports list. To add the report to context-sensitive lists and forms in Microsoft Dynamics CRM follow the steps in Determine where the report will appear.

    Tip

    To update the report or to update the information that is displayed in Microsoft Dynamics CRM, such as the description, in the Available Reports list select the report and then select Edit on the command bar.

Determine where the report will appear

  1. Select the report in the Reports view, and select Edit on the command bar.

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

    • 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.

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

    • 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.

  3. Select 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, select the Administration tab, and then in the Viewable By field, select Individual.

  • In the Report dialog box, on the Actions menu, select Publish Report for External Use.

Specify a default filter for the report

You can define a default filter for a report so that the filter criteria are used every time the report is run.

  1. Select a report in the Reports grid, and on the More Actions (…) menu, select Edit Default Filter.

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

See Also

Report writing with CRM 2015 for online and on-premises
Report considerations and best practices

© 2016 Microsoft Corporation. All rights reserved. Copyright