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Microsoft Dynamics CRM 2011 Reporting by Damian Sinay

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Advanced reports with Report Builder

We are now going to look at some of the advanced report types we can create with the Report Builder tool, such as creating a report to show geographic maps. To create a Map report, we will need to create a dataset with at least one field that contains the address of a state; for example, if we wanted to show the accounts on a map by state, we would create a dataset as follows:

Advanced reports with Report Builder

Save the new dataset with a name such as AccountByStateDataset. Close Report Builder and open it again. To create a new Map report, select the Map Wizard option when the Getting Started window is presented.

Map Wizard

The following dialog ...

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