Running Reports and Analyzing Data

When you want to analyze data or view a report in Microsoft Dynamics CRM, there are several ways to view the relevant data:

• Run a default report A report that included in Microsoft Dynamics CRM. Default reports may have been customized or removed by your system administrator or system customizer.. More information: Default Reports
• Use Advanced Find to search for the subset of data you need. Then export the results list The summary view for a group of records, such as accounts or contacts, or the result of an Advanced Find query. You can view detailed information about a record by opening the form for the record. to a static A file that does not change when data changes in Microsoft Dynamics CRM. or dynamic A file that refreshes data from the Microsoft Dynamics CRM database each time it is opened. Microsoft Office Excel worksheet or a PivotTable A tool that you can use to reorganize and summarize selected columns and rows of data in a spreadsheet without changing the data. for further analysis. Once the data is exported, you can create your own Microsoft Office Word file and mail-merge the data. More information: Export Data to Excel
• Create your own report:
  • Use the Report Wizard A wizard that guides you through creating a report. Tasks include selecting data and deciding how data should be summarized and presented. to create a new Reporting Services report. More information: Create, Edit, or Copy a Report Using the Report Wizard

    Add any exported Excel file as a personal report. More information: Customizing and Organizing Reports

  • Add any file or link to a Web page as a personal report, and share it with your colleagues, if needed. More information: Customizing and Organizing Reports, Write a Report Using Report-Writing Tools

Reports can be used when Microsoft Dynamics CRM for Outlook is offline. More information: Working Offline