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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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Modifying a Report

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 that you created in the previous exercise. Specifically, you will modify the filter to include only those opportunities with a closing ...

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