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Microsoft Dynamics CRM 2011 Reporting by Damian Sinay

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CRM report settings

Reports in Dynamics CRM have the following settings or categories that you can access by clicking on the Edit button of each report, as shown in the following screenshot:

CRM report settings

In the Report: Account Summary window you will see two tabs, General and Administration.

The Administration tab will show the name of the owner of the report, when the report was created or updated and who did it, and whether it is viewable to the user or the entire organization.

In the General tab, you will see the name of the report and the description. If it is a subreport, we will see the parent report displayed. Lastly, in the Categorization section, you ...

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