Make a report available to all Microsoft Dynamics CRM users

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 created.
  3. On the Reports tab, in the Records group, click Edit.
  4. On the Actions Action menu button menu, click Make Report Available to Organization.

Note

To revert a report back to a personal report, on the Actions Action menu button menu, click Revert to Personal Report.

Related Topics

Create and Work with Reports

Share or Assign Records and Views

Running Reports and Analyzing Data

Customizing and Organizing Reports
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