You now know how to create, modify, share, and schedule reports.
As you begin creating additional reports, you’ll find proper
categorization very helpful for organizing different types of reports
into logical groupings. By default, the following categories are available for reports in Microsoft Dynamics CRM:
-
Administrative Reports
-
Marketing Reports
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Sales Reports
-
Service Reports
Tip
Users with elevated security rights can modify and add report
categories to match their business needs. This option is available
on the Reporting tab of the System Settings dialog box, which is accessible in the
Settings area. Contact your system administrator if you do not have
access to this area.
In addition to providing local groupings for reports, the
categorization feature provides other options, as described in the
following table.
Reports can be configured so that users can access them
from grid and form toolbars as well as from the Reports view in the Workplace area. The Display In
option of each report allows you to designate where the report can be
accessed. The Reports Area option is set by default and makes the
report available under the Reports list in the Workplace area. The
other options are:
-
Forms For Related Record
Types This option is selected by default and allows a
report to be run from within a record. For example, the Account
Overview report can be run from within an account record.
-
Lists For Related Record
Types This option is selected by default and allows a
report to be run from the grid toolbar. Again, the native Account
Overview report can be run from account grids. You can select
multiple records to include in the report, or run it for a single
record.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise.
-
In the Workplace area, click
Reports
.
-
Select the Active Opportunities by
Owner report without opening it, and on the ribbon, click
the Edit
button.
The Report form displays.
-
In the Categorization section, in the Categories
field, click the ellipsis button.
The Select Values dialog box appears.
-
In the Available Values
section, click Sales Reports, and
then click the right arrow button to select the value.
Tip
You can add multiple values to the Selected Values list to
assign the report to multiple categories.
-
Click OK to close the dialog
box.
-
On the Report form, click Save and Close to save the category
selection.
-
In the Reports
grid, in the view selector, select Sales Reports.
The Active Opportunities By Owner report now appears in the
sales grouping.
