Run a report from Microsoft Dynamics CRM for Outlook

All reports can be run when you are online.

To run a report while you are offline, you must first create a filter A filter available in Microsoft Dynamics CRM for Outlook that determines what data is available offline and stored on the local computer. that includes the report, as well as a filter that includes any data that should be included in the report.

If you are using Outlook 2007, to create a filter (local data group) that contains reports, on the CRM menu, click Offline Filters, click New, select the the Report record type, and then define the criteria for which reports to include.

If you are using Outlook 2010, to create a filter that contains report, click the File tab. Click the CRM tab. Click Go Offline, and then click Go Offline. In the Outlook Filters dialog box, click New, select the Report record type, and then define the criteria.More information: Work with Data to Take Offline

• To run reports from the Reports area, in the Outlook Navigation Pane, under Microsoft Dynamics CRM, click Workplace, click My Work, click Reports, and then select a report to run.
• To select a report from a record or list, follow the procedures above. These steps work the same way in Microsoft Dynamics CRM for Outlook.