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How to Create Reports in Ms Crm 2013 Tables and Charts in Dynamics

Subject : Creating Reports with reporting tools and define in Tables, Charts in MSCRM 2013.

Microsoft Dynamics CRM 2013 has a number of reporting options ranging from very simple and limited to complex and robust. While there are arguably other "reporting tools" that can leverage Microsoft Dynamics CRM data such as custom Silverlight applications, custom charts, and other 3rd Party reporting tools, we are going to focus on the Microsoft Dynamics CRM 2013 Report Wizard.

To create a new report using the general Process for Running the Report Wizard:

  • Navigate to Workplace
  • In the Navigation Pane, click Reports,Click New
  • In the Report: New window, click Report Wizard
  • On the Report Properties page, enter a Name and select a Primary Record Type and, (optionally) a related record type.
  • Define the filter to help the report better understand exactly what data you want to leverage in the report. This is referred to as the Report Filtering Criteria.
  • Define the report layout (identify, order and sort the columns you want to display) and group the data accordingly.
You may also find it necessary to create aggregations within your report.  For example: Average, Sum, Count.

Thus while defining a report , it will define the format as Table Only, Chart and Table, or Chart Only.  For displaying the note that if you are selecting to display a chart, there are additional steps required to configure it.
For Displaying the reports we must run the report, 
Run the report to validate the results.
Make it available to the organization.
Now that we have outlined the general procedures, let's create a very simple report using the Report Wizard. In this scenario, we are going to create a report that provides a summary of the number of contacts you have in your environment by City and State.

Steps to Create Report in Microsoft CRM 2013,
Go to Workplace
Click on Reports
Create a New Report.
On the Report Properties window, click Report Wizard.
On the Getting Started window select Start a New Report. Click Next
On the Report Properties window, enter "Contacts by City and State" into the Report Name field and select "Contacts" for the Primary Record Type. Click Next.
On the Select Records to Include in the Report window, click Clear to clear the default filter and change the Use Saved View to Active Contacts. Click Next
On the Lay Out Fields window, you can add columns by clicking Click Here to Add a Column and add groups by clicking Click Here to Add a Grouping. In this example we'll add Address1_StateorProvince (include a count aggregation), and Address1_City (include a count aggregation). 
Add the following columns (FullName, BusinessPhone, Email)
Once added, click Next.
On the Format Report window, click Next.  It is important to note that because we are not doing aggregations on any numerical values, the Charts and Tables are disabled.
Click Next, click Next again, and finally click Finish.
Once the wizard returns to the Report Property window, preview the report by clicking Run Report.

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