Work with reports

Reports help you monitor your progress towards your business goals by helping you see how you’re doing. You can also track trends - which can give you an advantage over your competitors.

For more information on organizing and creating reports, see: Customize and organize reports.

Run a report

  1. From the left navigation pane, select the reports area.

  2. Choose the report you want > Run Report.

    Note

    In Report Viewer dialog box, you can leave the search criteria as is, or change it as needed.

    Run a report

Share a report with other users or teams

  1. From the left navigation pane, select the reports area.

  2. In the list of reports, select the report you want to share.

  3. On the command bar, select Share.

    share a report

  4. On the Share Report dialog box, select Add User/Team.

  5. In the Look Up Records dialog box, find the users or team record that you want to share the report with, and select the check box next to the record.

    Select user to share a report

  6. Choose Select to add the user or team record to the Selected records box and then select Add.

    Add user to share a report

  7. In the Share Report dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share. This will add the user or team record to the Selected records box.

    Choose share access

Share a report with your organization (for admins)

If the report would be useful for all users, make it available to the organization.

  1. From the left navigation pane, select the reports area.

  2. In the list of reports, select the report you want to share.

  3. On the command bar, select select Edit.

  4. On the Actions menu, select Make Report Available to Organization.

    Share report with org

Download a report

  1. From the left navigation pane, select the reports area.
  2. In the list of reports, select the report you want to share.
  3. On the command bar, select select Edit.
  4. On the Actions menu, select Download Report.
    The RDL file contains the fetchXML that the report is based on.
  5. Open the report once the download is complete.

See Also

Create a report using the Report Wizard

Add a existing report

Edit report filter

Troubleshoot problems with data not displaying in a report