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

Charts editor


The chart editor has a ribbon from where we can select the type of chart we want to use. We can select one of the following options:

  • Column

  • Bar

  • Area

  • Line

  • Pie

  • Funnel

The Column type chart has the following subtypes:

  • Column

  • Stacked Column

  • 100% Stacked Column

The Bar type chart has the following subtypes:

  • Bar

  • Stacked Bar

  • 100% Stacked Bar

The Area type chart has the following subtypes:

  • Area

  • Stacked Area

  • 100% Stacked Area

Once we select the type of chart we want, we need to select the fields that we want to display in the legends as well as the fields that we want to be used in the categories. Entering the name is not required as it will be formed right after we select the fields.

For each Legend Entries (Series) field, we can select from one of the following aggregated functions:

  • Avg

  • Count:All

  • Count non empty

  • Max

  • Min

  • Sum

For example, if we select Account Name in the Legend Entries field and Address1: County in the Horizontal (Category) Axis Labels field, it will automatically fill in the name Account Name...