Written by:Kbase Q-Service8/28/2010 10:52 AM
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
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