Thursday, 17 March 2016

Reports in CRM 2016


Reports in CRM

Reports can be created with a Primary entity and a related entity in CRM via Service->Tools-> Reports. Refer the link. The only drawback for this is more than two entities can not be added.

The following report was created for the entity - Job Profile under Related record type.



The reports created can be run from the menu Service->Reports. Select the report you have created from the list and click the Run Report button as seen in the screenshot below.


As the report shown here is created for the Job profile entity, you can run the report from the entity as well. Click the run Report option in the Ribbon.


In the screenshot below, you can see the Edit Filter button which enables you to give different filters. The report is available in different formats as shown.  

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