Add the report to Microsoft Dynamics CRM

You can add a new report or the report that you downloaded and updated back to Microsoft Dynamics CRM.

1. In Microsoft Dynamics CRM, in the Navigation Pane, click Workplace, and then under My Work, click Reports.
2. On the Reports tab, in the Records group, click New.
3. In the Report Type box, select Existing File.
4. 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.
5. Specify the properties for the report on the General tab:
   • Name

     The name for the report that is shown in the Reports area.

   • Description

     The description that is displayed in the Reports area.

   • Parent Report

     If this report is a sub-report A Reporting Services report that is embedded inside another Reporting Services report. or a drill-through report A Reporting Services report that includes data that you can click to go directly to a Microsoft Dynamics CRM record., specify an existing parent report A Reporting Services report that links to a sub-report or a drill-through report.. If this is not specified, the parent report will display a "Report not found" error.

   • Categories

     To specify the categories to include in this report, click the Select or change the values for this field button , and then select the categories. More information: System Settings Dialog Box - Reporting Tab

   • Related Record Types

     To have the report appear in the Reports list on a page for specific record types, click the Select or change the values for this field button , and then select record types.

     For example, if your new report includes data from accounts and activities, select Accounts and Activities.

   • Display In

     To specify where reports should be visible, click the Select or change the values for this field button , and then select one or more options:

     • Reports area

       Report will be displayed in the Reports area.

     • Forms for related record types

       Report will be displayed on the form for the record type that you select in Related Record Types.

       If the report is enabled for prefiltering A setting in a Reporting Services report that enables use of a default filter on the report., from the record, users can specify running the report on the current record.

     • Lists for related records types

       Report will be displayed from specified list view pages.

       If the report has prefiltering enabled, from the list view, users can specify running the report on selected records.

     If no values are selected, the report will not be visible to end-users. To view or manage reports not visible to end-users, in the Reports area, select the All Reports, Including Sub-Reports view.

   • Languages

     If your Microsoft Dynamics CRM implementation has multiple languages enabled, specify a language. The report will be displayed for all users who have selected that language in their personal options. To make this report available to all users, select All Languages.

     Note that this does not change the language used inside the report.

6. 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.

7. Click Save.
8. To modify the filter for the report, select the report.
9. On the Reports tab, in the Actions group, click Edit Default Filter.