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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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Categorizing a Report

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, ...

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