Edit a Default Report or create a SQL-based Reporting Services report

Can I do this task?

The default reports Reports that are included in Microsoft Dynamics CRM. Default reports may have been customized or removed by your system administrator or system customizer. in Microsoft Dynamics CRM are all SQL-based Reporting Services A component of Microsoft SQL Server that is used to create and display reports. Reporting Services is installed as part of Microsoft Dynamics CRM, and all default reports are written using Reporting Services. reports. Default reports cannot be edited with the Report Wizard A wizard that guides you through creating a report. Tasks include selecting data and deciding how data should be summarized and presented.. To edit the default reports other than ones created by using the Report Wizard, you need a report development environment A computer with the Report Designer component of Reporting Services installed on a computer in the same domain as the Reporting Services report server, and a product that uses the Visual Studio .NET integrated development environment.. For more information, see How to set up a report development environment.

1. Identify the existing report that is closest in design to your new report.
2. Download the report from Microsoft Dynamics CRM to a computer that is set up with the report development environment. For more information, see Download a report from Microsoft Dynamics CRM.
3. In a product using the Visual Studio integrated development environment (IDE), open the report, and make the required changes.

   If you are making major changes, first read Reporting Using Microsoft SQL Server Reporting Services (Microsoft Dynamics CRM SDK).

4. Add the updated report to Microsoft Dynamics CRM. For more information, see Add the report to Microsoft Dynamics CRM.

To share the updated report, see the instructions in Share your report with other users.