Creating Reports in Microsoft Dynamics CRM 2011

Robert Cooper, 26 April 2012

Microsoft Dynamics CRM 2011 has different reporting options ranging from the very simple and limited to complex and amazing. The preference you choose is dependent upon many factors and not simply limited to your time, your budget, your level of experience, or the aim of the report. While there are many other applications that can run reports using Microsoft Dynamics CRM data such as Microsoft Silverlight applications, custom chart applications, and other 3rd Party reporting tools, I am going to focus on the Dynamics CRM Report Wizard.

To create a new report there are a few simple steps to follow.

Process for Running the Report Wizard:

1. Navigate to Workplace
2. In the Navigation Pane, click Reports
3. Click New

Creating Reports in Microsoft Dynamics CRM 2011

4. In the Report: New window, click Report Wizard

Creating Reports in Microsoft Dynamics CRM 2011
5. Select Start a new report 

Creating Reports in Microsoft Dynamics CRM 2011

6. On the Report Properties page, enter a Name and select a Primary Record Type 
 Creating Reports in Microsoft Dynamics CRM 2011

7. Define the Report Filtering Criteria. you want to use to

Creating Reports in Microsoft Dynamics CRM 2011

8. Define the report layout by identifying the inform you want to display in the columns

Creating Reports in Microsoft Dynamics CRM 2011

    9. Move the Columns around to how you would like them  using  the green arrow keys

    Creating Reports in Microsoft Dynamics CRM 2011

    10. Define the format: Table Only, Chart and Table, or Chart Only. It is important to note that if you are selecting to display a chart, there are additional steps required to configure it

    Creating Reports in Microsoft Dynamics CRM 2011

    11. A couple of clicks on the next and voilà Report successfully created

    Creating Reports in Microsoft Dynamics CRM 2011

    12. Run the report from the reports window to view and check your results

    Creating Reports in Microsoft Dynamics CRM 2011

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