Now that you have seen the power of the Report Wizard, you can
use it to create reports that are relevant to your business needs.
Business needs change over time, and your reports will need to change
accordingly. Additionally, you will often want to make small tweaks to
the reports you have already built. For example, you might want to add
a column or a grouping level, or you might want to modify the sort
order. You can use the same interface in the Report Wizard to modify
existing reports without having to start over.
In this exercise, you will modify the Active Opportunities By
Owner report you created in the previous exercise. Specifically, you
will modify the filter to include only those opportunities with a
closing probability greater than 50 and group results by manager in
addition to record owner.
Note
SET UP Use your own Microsoft
Dynamics CRM installation in place of the site shown in this
exercise. Use the Internet Explorer web browser to navigate to your
Microsoft Dynamics CRM website, if necessary, before beginning this
exercise. You need the Active Opportunities By Owner report you
created in the previous exercise, and you need a user account that
has privileges to create and update reports.
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In the Workplace area, click
Reports.
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Select Active
Opportunities by Owner without opening it. In the Records group on the ribbon, click the
Edit button.
The Report form appears.
-
In the Report form, click
Report Wizard to launch the Report Wizard.
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On the Get Started page of
the Report Wizard, leave the
default selections to work from your existing report so that your
changes will overwrite the original settings. Click Next to proceed to the next step.
-
On the Report Properties
page, leave the current settings intact and click Next to proceed to the next step.
The Select Records To Include In The Report page appears,
displaying the Status report parameter you configured in the
previous exercise.
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Add a new row by clicking Select and then choosing Probability.
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Select Is Greater Than as the
operator.
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In the Enter Value field,
enter 50.
-
Click Next to proceed to the
next step of the Report
Wizard.
This selection refines your results to include only records
with a probability value greater than 50.
-
On the Lay Out Fields page,
revise the report format by clicking in the Click here to add a grouping field.
The Add Grouping dialog box appears.
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In the Record type field,
select Owning User (User).
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In the Column field, choose
Manager.
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In the Summary type field,
select Count.
With these selections, you are adding the owner’s manager to
the report as an additional grouping level.
-
Click OK to close the Add Grouping dialog box. The new grouping level is added below
the existing Owner grouping level
in the report.
-
In the Common Tasks pane,
click the up arrow.
This moves the manager grouping level above the owner, so
that the opportunities for each sales owner will be grouped by the
sales managers.
Note
Troubleshooting You might
see a warning message showing that the table exceeds the width
of one printed page. This is due to the total pixel count of all
columns in the report. To keep the report under one page wide
for printing purposes, make sure that the sum of your column
pixels is less than 960.
-
Click Next to proceed to the
next step of the Report
Wizard.
-
On this page and on the Report Summary page that follows,
click Next to maintain the current
selections.
The Report Successfully Created confirmation page appears,
indicating that you have successfully updated the report.
-
Click Finish to exit the
Report Wizard.
The Report Wizard closes and you are returned to the Report
form. The changes to your report are automatically saved.
-
In the form toolbar, click Run
Report to view the report with your changes.
The report now includes an additional grouping level that
shows total open opportunities at the manager level as well as at
the owner level, and only includes those opportunities with a
closing probability greater than 50. You can continue to refine
your reports at any time with the Report
Wizard.
Note
CLEAN UP Close the report and
the Report form.
