Publish reports

  • Article

 

Applies To: Dynamics CRM 2013

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. More information: Create custom reports using Business Intelligence Development Studio 

  2. Sign in to Microsoft Dynamics CRM, and on the nav bar, click or tap Microsoft Dynamics CRM > Sales.

    On the nav bar, click or tap Sales > Reports.

  3. On the command bar, click or tap New.

  4. In the Report:New Report dialog box, in the Report Type list, click or tap Existing File, 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. Click or tap 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.

Add the report to context-sensitive lists and forms

  1. Select the report in the Reports grid, and click 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.

    • Languages: Select if the report is available only for English or for all the languages.

  3. Click or tap 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 or tap the Administration tab, and then in the Viewable By field, select Individual.

  • In the Report dialog box, on the Actions menu, click or tap 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, click or tap 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 click or tap Save Default Filter.

See Also

Test and troubleshoot reports
Report Writers Guide for Microsoft Dynamics CRM 2013
Copy reports between Microsoft Dynamics CRM deployments

© 2016 Microsoft Corporation. All rights reserved. Copyright