View a Reporting Services report

Can I do this task?

1. If the report offers parameters, if needed, modify the parameters and then click View Report. For more information about modifying the filter criteria, see Edit the default filter for a report.
2. Locate data in the report.

   Select a report and in the Actions group, click Run Report

   • To view or change a record, click the first field in the row for the record. A separate Microsoft Dynamics CRM window will open with the record.
   • To view all records associated with a summary or chart report, click Show All at the bottom of the report. To navigate back to the original report, click the Go back to the parent report button.
   • To view detailed information about an area in a chart, click an area of the chart. To navigate back to the original report, click Original Report in the report title area.
   • To page through the report, on the Report toolbar, use the Page Navigation buttons. To locate a specific page, type a page number in the box and then press Enter.
   • To quickly locate specific information in your report, in Find | Next, type a few characters, and then click Find.
   • To sort a column, click the column title. The direction of sorting is indicated by the Ascending sort button or the Descending sort button .
   • To view or hide the filter summary, expand or collapse Filter Summary.
   • To update your report, click the Refresh button .
   • To hide or show the report parameters, click the Show / Hide Parameters button .
3. Print the report.

   Select the report and in the Actions group, click Run Report. On the Report toolbar, click the Print button .

   If you are working offline using Microsoft Dynamics CRM for Outlook, on the Report toolbar, click the Export button, and select MHTML (web archive) format. Open the file, and on the File menu, click Print.

   Tips

   • If a chart doesn't display the first time you export a report to MHTML (web archive) format, export the report a second time.
   • To print reports, you need a Reporting Services Microsoft ActiveX control. The first time you print a Reporting Services report from either Microsoft Dynamics CRM or Microsoft Dynamics CRM for Microsoft Office Outlook, you will see a prompt Do you want to install this software?.
   • To install the required control, click Install.

4. Export the report.

   Select a report, and then in the Actions group, click Run Report.

   Important

   The exported report is temporary. If you need to save the exported report to a local file, use the viewing program to save the file to disk. The saved exported report is no longer connected to Microsoft Dynamics CRM. Therefore, it does not change if Microsoft Dynamics CRM data changes.

   1. Click the Export button and select a format to which you want to export the report.

      A second browser window is used to display the report, using a viewer associated with the export format you selected.

      The formats that are available are determined by the rendering extensions that are installed on the Microsoft SQL Server Reporting Services report server, and also by whether you are online or offline.

      • If you are working offline, only the Excel and Acrobat (PDF) file formats are available.

      If a viewer is not available for the format you select, you must select a different format or install the viewer.

      The following export formats are included in a default installation when you are online. The list of export formats available to you may vary from those listed here.

      • XML file with report data

        View the report as an XML file.

      • CSV (comma delimited)

        View the report as a text file, with fields separated by commas. This format includes all the row, column, and field labels.

        To export only the data, instead of using this format, export data from any list in Microsoft Dynamics CRM, including results of Advanced Find searches, into Microsoft Office Excel, and then save as a comma-delimited (CSV) file.

      • Acrobat (PDF) file

        View the report using a client-side PDF viewer. You must have Adobe Acrobat Reader to use this format.

        Choose this format for long reports, paginated reports, or reports that are delivered as a file.

      • MHTML (web archive)

        View the report in Microsoft Internet Explorer, as a MIME-encoded HTML format that keeps images and linked content together with a report. For chart reports, if the chart is not displayed correctly the first time that you export the report, export the report again.

        Choose this format to view a report offline or for e-mailing the report.

      • Excel

        View the report in Microsoft Office Excel. This format includes all the row, column, and field labels, in addition to report formatting.

        Large reports and reports with charts might not display with the expected formatting when exported in this file format. To export only the data, instead of using this format, from any list in Microsoft Dynamics CRM, including results of Advanced Find searches, export the data into Microsoft Office Excel, and then save as a comma-delimited (CSV) file. More information: Export Data to Excel

      • TIFF file

        View the report in the default TIFF viewer. For some Windows clients, this is the Windows Pictures and Fax Viewer.

        Choose this format to a view a report in a page-oriented layout. The TIFF format is the recommended format for printing reports.

      • Word

        View the report in Microsoft Office Word. This format includes all the row, column, and field labels, in addition to report formatting.