How to Create Report on Microsoft Dynamics CRM 2013

After 2013 now everyone is working with cloud computing and they update their daily work on it. Just like their activities, leads and opportunities. So they do it daily. When they need to submit a report from the field work to their manager, the administration’s key role is very important. The administrator creates the report on either a monthly early basis. That should be created by admin in one of three ways. One is admin creates the report individually, the second is admin creates the report for a selected user and the third is admin creates the report for the total group. So that manager can see all the reports at a time and it also helps the user at the official appraisal time.

All reports that are created using the Report Wizard are Fetch-based reports depending on your requirements. Be sure you have a System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

Use the following procedure to check your security role:

  • In the web app, in the upper-right corner of the screen, choose the Settings button > Options.
  • In CRM for Outlook, choose File > CRM > Options.
  • Scroll down to the very bottom of the Set Personal Options dialog box and then choose View your user information.
  • To check your security role, on the nav bar, choose the down arrow.
  • Next to your name choose Security Roles.
  • To view other profile information, such as Work Hours, Connections, and Services, on the nav bar, choose the down arrow.
  • Next to your name do something.

Go to Reports

For finding the report, you must go as Figure 1.



Figure 1: Microsoft Dynamic CRM

  • To add a new report, click New.
  • In the Report: New Report dialog box, in the Report Type list, select Report Wizard Report and then choose Report Wizard.

You can only use the Report Wizard to edit reports that were created with the wizard.

  • Select the starting point for your report.
  • To createa  new report, click start new report.
  • If you want to overwrite the report, you can click Start from Existing report.

Then click Next. Then:

  • Enter the name of the report, and provide the name of which record types the report will be use.
  • You should store or filter the data related to the records.
  • Enter the data into the field, the data from all the fields in this record type and related record types will be available when you are defining criteria for which records to include.

Choose Next. Then:

  • Add a filter to determine which records are included in your report.
  • Select a format that you comfortable to see the report. there are various types of formats, like Table only, Chart and table, Show table below the chart on same page, Show chart. To view data for a chart region, click the chart region.

Then select Next.  Then:

  • Review the summary of the report, choose Next, and then choose Finish.
  • After you have finished defining the report, return to the Report form, and if required, update the name and description of the report, and determine where the report is displayed.
  • Test the report. On the Reports tab, in the Actions group, choose Run Report. If the report needs modifications, edit the report.
  • Test the report. On the Reports tab, in the Actions group, choose Run Report. If the report needs modifications, edit the report.
  • All reports generated with the Report Wizard print in landscape mode.
  • If you need to change data on the General or Administration tabs for a new report, wait until the report is saved before making the changes. Any changes on these tabs made before a report is saved will be ignored.