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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 16. Using the Report Wizard

Chapter at a Glance

Using the Report Wizard

In this chapter, you will learn to

Create a report with the Report Wizard.

Modify a report.

Share a report.

Schedule a report.

Categorize a report.

In Chapter 15, you learned how to use the Advanced Find tool to create and format data into reports. Although those options are powerful and will meet many of your reporting needs, Microsoft Dynamics CRM also uses Microsoft SQL Server Reporting Services for advanced reporting capabilities. Programmers can create advanced reports by working directly within Microsoft SQL Server Reporting Services, but Microsoft Dynamics CRM also includes a Report Wizard ...

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