Download the report from Microsoft Dynamics CRM to a computer that is set up with the report development environment.

To edit a default report, you can download the report from Microsoft Dynamics CRM to a computer that is set up with the report development environment, and then make the necessary changes.

  1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.

On the Reports tab, in the Records group, click Edit.

On the Actions Action menu button menu, click Download Report.

  1. The RDL file for the report contains tags that specify whether the report is a Fetch-based report or an SQL-based report.
  2. Click Save, and specify the location in which to save the file. If you are creating a new report rather than modifying a report, rename the file.
  3. In the Download Complete dialog box, click Close.

Related Topics

Create and Work with Reports

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

Create a Custom Fetch-Based Reporting Services Report
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