Improve performance of reports

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Here are some guidelines that can help you improve the performance of the report.

These guidelines are applicable for both Fetch-based and SQL-based reports.

  • Limit a report to display information from a specified time period, instead of displaying all records in the Microsoft Dynamics 365 database.

  • Pre-filter a report so that the dataset is limited.

  • Calculate aggregate totals by using aggregations in a FetchXML query or a SQL statement, instead of passing raw data to Reporting Services and grouping.

  • Limit the number of datasets used, if possible.

  • When you compare dates, use the UTC date fields for comparisons. For example, compare the createdonutc fields and not the createdon fields in the FetchXML query or a filtered view.

These guidelines are applicable for SQL-based reports only.

  • Don’t create a report that uses a large dataset or a complex SQL query available on-demand to all users.

  • Don’t select all columns from a Microsoft Dynamics 365 filtered view. Instead, explicitly specify the columns that you want to select in the SQL statement.

  • Use SQL stored procedures instead of inline SQL.

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