Add a new file created in any application, or a Microsoft Office Excel file created by exporting Microsoft Dynamics CRM data to Excel

You can add a static A file that does not change when data changes in Microsoft Dynamics CRM. file, or a dynamic A file that refreshes data from the Microsoft Dynamics CRM database each time it is opened. Microsoft Office, Microsoft SQL Server Reporting Services or other ODBC-compliant file that reads data from the Microsoft Dynamics CRM database.

1. In the Source section, in the Report Type box, select Existing File.
2. In the File Location box, click Browse to locate the dynamic A file that refreshes data from the Microsoft Dynamics CRM database each time it is opened. or static A file that does not change when data changes in Microsoft Dynamics CRM. file, and then click Open.

   When you add a new Reporting Services report, if the report is enabled for prefiltering A setting in a Reporting Services report that enables use of a default filter on the report. and the report doesn't already have a default filter Criteria used to limit data in Microsoft SQL Server Reporting Services reports. Typically, the default filter restricts data to active records that have been modified within a certain time period., a default filter that limits the data in the report to records modified within the past 30 days that have status set to active is added. For information about creating Microsoft Office files or other ODBC-compliant files that read directly from the Microsoft Dynamics CRM database, see: Write a Report Using Report-Writing Tools.

Tips

• To change a file that has been added as a report, you must download it, make any changes, and then add it again.
• By default, the maximum size of the file that you can upload is 4 megabytes (MB). This can be changed by your administrator. More information: Microsoft Knowledge Base Article 295626.