Improve performance of reports

Applies To: Dynamics CRM 2013

Here are some guidelines that can help you improve the performance of the report.

General

These guidelines are applicable for both SQL-based and Fetch-based reports.

Limit a report to display information from a specified time period, instead of displaying all records in the Microsoft Dynamics CRM database.
Pre-filter a report so that the dataset is limited.
Calculate aggregate totals by using SQL code or aggregations in a FetchXML query, instead of passing raw data to Reporting Services and grouping.
Limit the number of datasets used, if possible.
When you compare dates, use the UTC date fields for comparisons. For example, compare the createdonutc fields and not the createdon fields in a filtered view or the FetchXML query.

These guidelines are applicable for SQL-based reports only.

Don’t create a report that uses a large dataset or a complex SQL query available on-demand to all users.
Don’t select all columns from a Microsoft Dynamics CRM filtered view. Instead, explicitly specify the columns that you want to select in the SQL statement.
Use SQL stored procedures instead of inline SQL.