Book Image

Microsoft Dynamics CRM 2011 Reporting

By : Damian Hernan Sinay
Book Image

Microsoft Dynamics CRM 2011 Reporting

By: Damian Hernan Sinay

Overview of this book

All of the data entered into a CRM means nothing if it is unable to report the important information to our managers and executives in such a way that they can easily and quickly get the results they need. A better reporting system would enable them to make the necessary improvements to the processes that any business needs in a dynamic business world.For users and developers wishing to take advantage of using the report capabilities of Dynamics CRM, this is the book for you. Microsoft Dynamics CRM 2011 Reporting is a practical and excellent reference guide that provides you with a number of different options you can use to create and empower the Reporting capabilities of Dynamics CRM. This will give you a good grounding in using the reports in your Dynamics CRM 2011 implementations. This book looks at all the different options we can use to create reports in Dynamics CRM 2011, starting with SQL Reporting Services and custom reports, created in either CRM Report Wizard, SQL Report Builder, or Visual Studio. It will also show other options we can use such as dashboards, charts, and different ways to optimize and automate reports.We will also learn how to build our own reports either using the different wizards for basic reports or using Visual Studio for more complex reports. We will explore the options mobile CRM users have who want to run and see reports on these mobile devices.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Reporting
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a new report


Now that we have our shared dataset created, we can close the dataset designer and open Report Builder again to select the option to create a new report.

The options available to create a new report are:

  • Table or Matrix Wizard

  • Chart Wizard

  • Map Wizard

  • Blank Report

We will see that the list of the available report types we can create is very similar to the one exposed by the CRM Report Wizard we saw in Chapter 3, Creating your first Report in CRM, with the exception of the Map Wizard, which we will show later.

The Blank Report option would be a good option for advanced users who won't need to start from a wizard, letting us decide what controls and layout we want to use.

Table or Matrix Wizard

Since this is the first report we will create with Report Builder, we will use Table or Matrix Wizard.

If you have downloaded a report from CRM, you can select the Open option.

Going to the Recent section will show us the latest report we designed for the server we are connected to.

Chart...