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Developers guide to reports for Microsoft Dynamics CRM 2013

  • Article

 

Applies To: Dynamics CRM 2013

Microsoft Dynamics CRM includes reports that provide useful business information to the user. These reports are based on Microsoft SQL Server Reporting Services, and provide the same set of features that are available for the Microsoft SQL Server Reporting Services reports. More information: SQL Server Reporting Services

The Report Writers Guide has been moved to the Implementation Guide. The topics here are for developer scenarios.

The report definition (data and layout) of Microsoft Dynamics CRM reports are contained in an .rdl file, and the contents of the .rdl file conform to the Microsoft SQL Server Report Definition Language Specification. More information: Report Definition Language Reference

Microsoft Dynamics CRM provides many out-of-box reports for viewing your business data. You can create custom reports using one of these reports as templates or can create a custom report from scratch.

There are two types of reports in Microsoft Dynamics CRM:

  • SQL-based
    These reports use SQL queries to securely retrieve data for reports from filtered views defined by the system. These are the same reports that have been available for previous versions of Microsoft Dynamics CRM. The default reports that are shipped with Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online are SQL-based reports.

    For security reasons, you cannot deploy custom SQL-based reports to Microsoft Dynamics CRM Online.

  • Fetch-based
    These reports are introduced in Microsoft Dynamics CRM and use FetchXML queries to retrieve data for reports. You can deploy custom fetch-based reports to Microsoft Dynamics CRM Online and to Microsoft Dynamics CRM (on-premises). All reports that are created using the Report Wizard in the Microsoft Dynamics CRM are Fetch-based reports.

    Reports in Microsoft Dynamics CRM Online run in sandbox mode, and this is done by enabling RDL sandboxing in Microsoft SQL Server Reporting Services. As a result, certain features might not be available in Microsoft Dynamics CRM Online. For example, custom code in your report definition will not work. More information: Enabling and Disabling RDL Sandboxing

In This Section

Publish reports

Publish a report using the Microsoft Dynamics CRM 2013 web service

Manage a report in offline mode

Report configuration file schema

Report entities

Sample code for reporting

Reference

SQL Server Reporting Services Book Online