How do I start a Visit Report?

Question

How do I create a new visit (trip) report in Microsoft Dynamics 365?

Answer 1

Post/ask in the Dynamics forum:

https://community.dynamics.com/

Answer 2

To create a new visit (trip) report in Microsoft Dynamics 365, you can follow these general steps:

1. Navigate to the Reports Area: From the left navigation pane, select the reports area.
2. Create a New Report: On the command bar, select New. This will open the Report: New Report dialog.
3. Select Report Type: In the dialog, choose Report Wizard Report and then select the Report Wizard button.
4. Define Report Properties: Enter a name for your report and specify the record types that the report will use.
5. Set Filters: Define filters to determine which records are included in your report based on your visit criteria.
6. Layout the Report: Choose how you want your data to be grouped and displayed in the report.
7. Finish and Test the Report: After finishing the setup, review the summary, select Next, and then Finish. You can then test the report to ensure it meets your requirements.

These steps provide a basic outline for creating a visit report using the Report Wizard in Dynamics 365.

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References:

• Create a report using the Report Wizard
• Create or edit a report using the Report Wizard