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Report Writers Guide

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[Applies to: Microsoft Dynamics CRM 4.0]

Microsoft Dynamics CRM includes reports that provide useful business information to the user. You can use these reports as templates for creating your own custom reports. This guide shows you how to create new reports or modify existing reports in Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM provides a set of features, such as Advanced Find, data pre-filtering, and drill-through to Microsoft Dynamics CRM that are used in report development. By using these features, your reports will be able to take advantage of the unique and powerful capabilities built into Microsoft Dynamics CRM.

Creating Reports in Microsoft Dynamics CRM Online

This guide does not include information about how to create the reports in Microsoft Dynamics CRM Online. To create the reports in Microsoft Dynamics CRM Online, you must use Report Wizard, which can be found in the Web application. You cannot use any other development tools, such as Microsoft Visual Studio or text editors, for creating reports in Microsoft Dynamics CRM Online. For more information about Report Wizard, see Microsoft Dynamics CRM online Help.

Prerequisites

To use the information that is provided in the Report Writers Guide, the following prerequisites are needed:

  • Knowledge of how to write reports for SQL Server Reporting Services.
  • Knowledge of the SQL language and Microsoft SQL Server 2005.
  • Experience writing Reporting Services reports within the Report Designer component of Microsoft Visual Studio.

Writing Microsoft Dynamics CRM Reports

The following table contains the steps for developing Microsoft Dynamics CRM reports. You may have to repeat some steps while you develop the report.

TaskRelated Information
Develop a report concept or specification based on what business information is to be displayed.  
Copy (and rename) an existing Microsoft Dynamics CRM report or create a new report.Writing Reporting Services Reports
Create basic report parameters.Using Parameters
Create datasets that contain Microsoft Dynamics CRM data obtained from the filtered views. Review the report specification and make adjustments and additions to the datasets. Enable pre-filtering on the primary tables.Filtered Views

Working with Complex Queries

Using Filters in a Report

Define the basic layout of the report including headers and footers. 
Add report items as required based on the report specification.Report Navigation
Preview the report in Visual Studio .NET and resolve any reporting errors.Testing and Troubleshooting
Deploy the report to the reporting server through Microsoft Dynamics CRM.Publishing a Report
Run the deployed report to verify its operation. 

Additional Information

  • For more information about how to create Reporting Services reports in Visual Studio, see the Reporting Services Books Online. The book appears in the Visual Studio online Help after it has been installed from the Reporting Services installer.
  • For more information about the administration of reports in Microsoft Dynamics CRM, see the Administrator's Guide that is available within the Microsoft Dynamics CRM online Help.
  • Books about how to write reports for Reporting Services, such as Microsoft SQL Server 2005 Reporting Services by Brian Larson, are available.

In This Section

What's New in Reporting

Read what's new in report development.

Report Development Environment

Read about the development environment that is needed for creating reports.

Understanding the Microsoft Dynamics CRM Database

Read about the Microsoft Dynamics CRM database.

Report Entity Model

Learn about the entities that are used for managing reports in Microsoft Dynamics CRM.

Filtered Views

Read about filtered views and how to use them for accessing business data.

Writing Reporting Services Reports

Learn how to write reporting services reports.

Testing and Troubleshooting

Learn how to test and troubleshoot reports.

Publishing a Report

Learn how to publish a report.

Categorizing and Displaying Reports in Different Languages

Read how to categorize and display reports in different languages.

Managing a Report in the Offline Mode

Read how to manage reports in the offline mode.

Best Practices

Read about best practices in writing reports.

Performance Issues

Learn how to improve a report performance.


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