For personal reports, this task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Report Permissions.
For reports available to everyone in your organization, this task requires the System Administrator security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system., System Customizer security role, or equivalent permissions. More information about specific permissions and performing this task while offline: Report Permissions.
To create a snapshot A static file that contains the results of a report that was run at a particular time. of a Reporting Services report, you create a snapshot definition A collection of settings required to produce a snapshot, including user credentials, filter criteria, parameters, and schedule information., which can be used to create on-demand snapshots or to schedule snapshots to occur at specific times. Each snapshot definition can create and store up to eight snapshots. Creating the ninth snapshot automatically deletes first snapshot. Caution: When you make a snapshot available to other users, all the data in the snapshot is visible, whether or not the other users have permission to view this data directly in Microsoft Dynamics CRM. Make sure you do not share information that other users do not have permission to view.
In the Navigation Pane, click Workplace, and then under My Work, click Reports.
Select a report.
On the Reports tab, in the Actions group, click Schedule Report, and then complete the steps in the wizard.
Can I do this task?
menu, click