Edit report properties

Can I do this task?

1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
2. Select the report that you want to edit.
3. On the Reports tab, in the Records group, click Edit.
4. Specify the properties for the report on the General tab:
   • Source

     This section specifies the source file for the report. If you are just changing properties for the report, do not change the information in this section.

   • 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.

5. 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.

6. Click Save or Save and Close.

Tips

Note

If multiple Language Packs are installed, only reports that are marked for display in the language you specified in Personal Options will be visible. More information: Set Personal Options