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Aug28

Written by:Kbase Q-Service
8/28/2010 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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