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Add a report from outside Dynamics 365 Customer Engagement (on-premises)

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This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Add a report from outside Power Apps

If you've created a custom report outside of Dynamics 365 Customer Engagement (on-premises), you can easily add it to Customer Engagement (on-premises).

  1. Go to Reports.

  2. Choose New.

    Add a file created in another application

    1. In the Report Type box, select Existing File.

    2. Select Choose File and the browse to locate the file.

      -OR

    Add a link to a webpage

    1. In the Report Type box, select Link to Webpage.

    2. In the Webpage URL box, enter the URL of the webpage.

  3. Specify the properties for the report on the General tab.

    1. In the Details section, specify a meaningful name and description for the report.

    2. The Parent Report text box displays the parent report of the current report, if one exists.

    3. Categories. Choose the Select or change the values for this fieldEllipsis button. button, and then specify the categories to include in this report.

    4. Related Record Types. To have the report appear in the Reports list on a page for specific record types, choose the Select or change the values for this fieldEllipsis button. button, and then select record types.

    5. Display In. To specify where reports should be visible, choose the Select or change the values for this fieldEllipsis button. button, and then select one or more of the options.

      If no values are selected, the report won't be visible to end users.

  4. Edit the report ownership information on the Administration tab:

    • Owner

      This option is only available if you have Assign permission for the report.

    • Viewable By

      Select Organization to make the report organization-owned, and to make it viewable by anyone in the organization. Select Individual to make the report viewable only by the owner and anyone the owner shares the report with.

  5. Choose Save or Save and Close.

    To share the new report, see the instructions in Share a report with other users or teams.

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Add a report from outside Power Apps

If you've created a custom report outside of Dynamics 365 Customer Engagement (on-premises), you can easily add it to Customer Engagement (on-premises).

  1. Go to Reports.

  2. Choose New.

    Add a file created in another application

    1. In the Report Type box, select Existing File.

    2. Select Choose File and the browse to locate the file.

      -OR

    Add a link to a webpage

    1. In the Report Type box, select Link to Webpage.

    2. In the Webpage URL box, enter the URL of the webpage.

  3. Specify the properties for the report on the General tab.

    1. In the Details section, specify a meaningful name and description for the report.

    2. The Parent Report text box displays the parent report of the current report, if one exists.

    3. Categories. Choose the Select or change the values for this fieldEllipsis button. button, and then specify the categories to include in this report.

    4. Related Record Types. To have the report appear in the Reports list on a page for specific record types, choose the Select or change the values for this fieldEllipsis button. button, and then select record types.

    5. Display In. To specify where reports should be visible, choose the Select or change the values for this fieldEllipsis button. button, and then select one or more of the options.

      If no values are selected, the report won't be visible to end users.

  4. Edit the report ownership information on the Administration tab:

    • Owner

      This option is only available if you have Assign permission for the report.

    • Viewable By

      Select Organization to make the report organization-owned, and to make it viewable by anyone in the organization. Select Individual to make the report viewable only by the owner and anyone the owner shares the report with.

  5. Choose Save or Save and Close.

    To share the new report, see the instructions in Share a report with other users or teams.