Report Writers Guide
[Applies to: Microsoft Dynamics CRM 4.0]
Find the latest SDK documentation: CRM 2015 SDK
Microsoft Dynamics CRM includes reports that provide useful business information to the user. You can use these reports as templates for creating your own custom reports. This guide shows you how to create new reports or modify existing reports in Microsoft Dynamics CRM 4.0.
Microsoft Dynamics CRM provides a set of features, such as Advanced Find, data pre-filtering, and drill-through to Microsoft Dynamics CRM that are used in report development. By using these features, your reports will be able to take advantage of the unique and powerful capabilities built into Microsoft Dynamics CRM.
Creating Reports in Microsoft Dynamics CRM Online
This guide does not include information about how to create the reports in Microsoft Dynamics CRM Online. To create the reports in Microsoft Dynamics CRM Online, you must use Report Wizard, which can be found in the Web application. You cannot use any other development tools, such as Microsoft Visual Studio or text editors, for creating reports in Microsoft Dynamics CRM Online. For more information about Report Wizard, see Microsoft Dynamics CRM online Help.
To use the information that is provided in the Report Writers Guide, the following prerequisites are needed:
- Knowledge of how to write reports for SQL Server Reporting Services.
- Knowledge of the SQL language and Microsoft SQL Server 2005.
- Experience writing Reporting Services reports within the Report Designer component of Microsoft Visual Studio.
Writing Microsoft Dynamics CRM Reports
The following table contains the steps for developing Microsoft Dynamics CRM reports. You may have to repeat some steps while you develop the report.
|Develop a report concept or specification based on what business information is to be displayed.|
|Copy (and rename) an existing Microsoft Dynamics CRM report or create a new report.||Writing Reporting Services Reports|
|Create basic report parameters.||Using Parameters|
|Create datasets that contain Microsoft Dynamics CRM data obtained from the filtered views. Review the report specification and make adjustments and additions to the datasets. Enable pre-filtering on the primary tables.||Filtered Views|
|Define the basic layout of the report including headers and footers.|
|Add report items as required based on the report specification.||Report Navigation|
|Preview the report in Visual Studio .NET and resolve any reporting errors.||Testing and Troubleshooting|
|Deploy the report to the reporting server through Microsoft Dynamics CRM.||Publishing a Report|
|Run the deployed report to verify its operation.|
- For more information about how to create Reporting Services reports in Visual Studio, see the Reporting Services Books Online. The book appears in the Visual Studio online Help after it has been installed from the Reporting Services installer.
- For more information about the administration of reports in Microsoft Dynamics CRM, see the Administrator's Guide that is available within the Microsoft Dynamics CRM online Help.
- Books about how to write reports for Reporting Services, such as Microsoft SQL Server 2005 Reporting Services by Brian Larson, are available.
In This Section
Read what's new in report development.
Read about the development environment that is needed for creating reports.
Read about the Microsoft Dynamics CRM database.
Learn about the entities that are used for managing reports in Microsoft Dynamics CRM.
Read about filtered views and how to use them for accessing business data.
Learn how to write reporting services reports.
Learn how to test and troubleshoot reports.
Learn how to publish a report.
Read how to categorize and display reports in different languages.
Read how to manage reports in the offline mode.
Read about best practices in writing reports.
Learn how to improve a report performance.