Add a report without using the Report Wizard

Can I do this task?

1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
2. To add a new report, on the Reports tab, in the Records group, click New.
   • Add a new file that reads data from the Microsoft Dynamics CRM database.
   • Add a new link to a Web page.
3. Specify the properties for the report on the General tab. For more information, see Edit report properties.
4. Edit the report ownership information on the Administration tab:
   • Owner

     The owner of the report. This option is only available if you have Assign A privilege required to give ownership of a record to another user. Which records can be assigned depends on the access level of the permission defined in your security role. permission for the report.

   • Viewable By

     Select Individual to make the report viewable only by the owner and anyone the owner shares the report with. Select Organization to make the report organization-owned Records that everyone in the organization needs to access, such as products or sales literature items., and to make it viewable by anyone in the organization.

5. Click Save or Save and Close.

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