Create a custom Fetch-based report

 

Applies To: Dynamics CRM 2013

You can create a number of reports by using the Report Wizard. However, to create complex reports (such as drill-through reports or sub reports) or to change the layout and formatting of reports, create a custom Fetch-based report using the Business Intelligence Development Studio or SQL Server Data Tools. To create a complex report, you need a report development environment. More information: Report development environment for Fetch-based and SQL-based custom reports 

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. Open Business Intelligence Development Studio or SQL Server Data Tools.

3. Create a report server project.

4. In Solution Explorer, right-click the Reports folder, and then click Add New Report.

   The Report Wizard opens.

5. On the Welcome to the Report Wizard page, click Next.

6. On the Select the Data Source page, click New Data Source, and then specify the following details:

   • Name. Type a name for the data source.

   • Type. Select Microsoft Dynamics CRM Fetch as the data source type.

   • Connection string. Type the connection string for the data source.

     The connection string should be: <ServerURL>;<OrganizationUniqueName>;<HomeRealmURL>

     In this connection string, only <ServerURL> is mandatory.

     Note

     To find the organization unique name, in the Navigation Pane, click Settings, click Customizations, and then click Developer Resources.

     If an organization name is not specified, the first organization that the user (who is running this query) belongs to is used. If the home realm URL is not specified, the value is retrieved from the registry value "HKLM\SOFTWARE\Microsoft\MSCRMBidsExtensions\HomeRealmUrl".

7. Click Next.

8. Specify the credentials to connect to Microsoft Dynamics CRM Server 2011, and then click OK.

9. On the Design the Query page, type the Microsoft Dynamics CRM Report Authoring Extension query to use for the report.

   You can either filter records using Advanced Find in Microsoft Dynamics CRM and use that query here, or you can write your own query. To obtain a query from Microsoft Dynamics CRM, use Advanced Find to find the records, and then click Download Fetch XML. Paste the query from the downloaded file in the query area.

   Note

   Microsoft Dynamics CRM Report Authoring Extension queries don’t support using "Managed Property" as a data type attribute.

10. Click Next.

11. Select whether you want to create a tabular report or a matrix report.

12. Design the report.

13. Select a style to apply to the report, and then click Next.

14. Verify the fields that you want will be included in the report, and then name the report.

    For more information about creating Fetch-based reports in Microsoft Dynamics CRM, see Create, edit, or copy a report using the Report Wizard. For detailed information about creating reports using the Report Wizard in Business Intelligence Development Studio, see Creating a Report Using Report Wizard and How to: Create a Report (Reporting Services).

15. Add the new report to Microsoft Dynamics CRM. More information: Add the report to Microsoft Dynamics CRM

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

See Also

[Max]Customize and organize reports [On prem]
Use parameters in reports

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