• Publishing a new report
• Downloading an existing report
• Updateing an existing report

Setting up Visual Studio for your first report and creating a simple Account list report.

SQL Server Reporting Services reports are defines in the XML Report Definition Language (RDL). Although it is possible to create a report by hand by using a simple text editor it is not advisable instead you can use Microsoft Visual Studio with the included Business Intelligence Projects plug-in found on your SQL Server CD-ROM or DVD.

This artcile gives you instructions on how to install this.

When report’s design is completed, you can then publish the report in Microsoft CRM or schedule the report to be automatically emailed to other users in the organization or to customers (refer to post: Schedule automatic Email delivery of reports)

Click: Workplace>Reports>New
Select: Report Type=Existing File
Browse & upload the .rdl file created in Visual studio
In the Categorization section:
select: Related Record Types as Cases
Select: Display In as “Lists for related record types” to display the report in the Case entity
Click: Run Report
The option to modify the Report Filtering Criteria is available before you run any report
To save new filtering criteria:

Select the report

Click: More Actions on toolbar

Select: Edit Default Filter 
Edit report filter as required

Click: Save Default Filter