Edit a default report or create a SQL-based Reporting Services report

 

Applies To: Dynamics CRM 2013

The default reports in Microsoft Dynamics CRM are all SQL-based Reporting Services reports. Default reports can’t be edited with the Report Wizard. To edit the default reports other than ones created by using the Report Wizard, you need a report development environment.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. More information: Permissions required for customization tasks[CRM]

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Identify the existing report that is closest in design to your new report.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.

   2. Click or tap the work area name, and then click or tap Reports.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then expand Workplace.

   2. Expand My Work, and then click or tap Reports.

3. Download the report from Microsoft Dynamics CRM to a computer that is set up with the report development environment. More information: Download a report [CRM]

4. In a product using the Visual Studio integrated development environment (IDE), open the report, and make the required changes.

5. Add the updated report to Microsoft Dynamics CRM. More information: Add a report [CRM]

To share the updated report, see the instructions in [Min]Share a report with other users or teams [CRM].

See Also

Report Writers Guide for Microsoft Dynamics CRM 2013
Report development environment for Fetch-based and SQL-based custom reports
[Max]Create, edit, or copy a report using the Report Wizard
[Max]Customize and organize reports [On prem]

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