Creating New CRM 4.0 Reports Views

Posted by Jim Steger on October 17, 2008  |  Comments (0)

With Microsoft Dynamics CRM 3.0, any newly added report category would show up in the report's grid view selector. This was a nice way to group business reports and make it simpler for users to access them.

  

As you may have noticed, CRM 4.0 no longer automatically creates a report view from a newly created report category. By default, you can only choose to filter the reports from the default reporting views.

However, reports are now a first-class entity within CRM, so they also enjoy the benefits of advanced find and custom views. You can either use Advanced Find to create your own report-based saved views or create custom system views on the Report entity. Not only can you filter based on the report category, but other attributes as well. Further, as with other entities, you can change the system default view.

 

Use the standard entity customization tools to create new system reporting views and set the default report view. Don't forget to publish your changes. You can create new report categories by going to Settings, Administration, System Settings, and then click on the Reporting tab.