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

Report parameters in detail


CRM uses some predefined report parameters we can use in our report to get context information about the user and the environment where the report is running. These report parameters are as follows.

CRM_FilterText

CRM_FilterText is a hidden parameter that CRM 2011 uses to pass the current prefilters used.

We can display this value on our report by adding a textbox control and assigning it the value =Parameters!CRM_FilterText.Value.

As we can see, this is a value that is displayed in the account distribution report under the Filter Summary header.

CRM_FormatDate

CRM_FormatDate is a parameter that depends on the DSNumandCurrency data set that allows us to know what the user date and time configuration are, so we can display the date in the user format he or she has specified on his or her personal settings.

As we can have users located in different countries, some users in the U.S. would like to see the dates in the mm/dd/yyyy format while users in Latin America would...