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Microsoft Dynamic CRM 2011 : Categorizing a Report

1/21/2013 2:48:05 PM
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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

  • 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.

Categorization Field

Description

Related Record Types

This specifies the types of records relevant to the report. By default, this is set to the primary record type. In the Active Opportunities

Display In

This specifies where the report can be accessed within Microsoft Dynamics CRM. The available options are:

  • Forms For Related Record Types

  • Lists For Related Record Types

  • Reports Area

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.

    image with no caption
  • 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.

image with no caption

Note

SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise.

  1. In the Workplace area, click Reports .

  2. Select the Active Opportunities by Owner report without opening it, and on the ribbon, click the Edit button.

    The Report form displays.

  3. In the Categorization section, in the Categories field, click the ellipsis button.

    The Select Values dialog box appears.

  4. In the Available Values section, click Sales Reports, and then click the right arrow button to select the value.

    image with no caption

    Tip

    You can add multiple values to the Selected Values list to assign the report to multiple categories.

  5. Click OK to close the dialog box.

  6. On the Report form, click Save and Close to save the category selection.

  7. In the Reports grid, in the view selector, select Sales Reports.

    The Active Opportunities By Owner report now appears in the sales grouping.

image with no caption
 
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