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Microsoft Dynamics CRM 2011 Reporting by Damian Sinay

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Creating a new report

Now that we have our shared dataset created, we can close the dataset designer and open Report Builder again to select the option to create a new report.

The options available to create a new report are:

  • Table or Matrix Wizard
  • Chart Wizard
  • Map Wizard
  • Blank Report

We will see that the list of the available report types we can create is very similar to the one exposed by the CRM Report Wizard we saw in Chapter 3, Creating your first Report in CRM, with the exception of the Map Wizard, which we will show later.

The Blank Report option would be a good option for advanced users who won't need to start from a wizard, letting us decide what controls and layout we want to use.

Table or Matrix Wizard

Since this is the first report we will ...

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