O'Reilly logo

Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Creating Your Own Reports with the Report Wizard

It’s late, and you are just about to head out the office and go home when your manager opens your door and asks you to create a quick report. Thanks to the Report Wizard, you can create a quick report and still make it home in time for dinner.

The Report Wizard lets you create charts and tables that summarize your data. In this example, you’ll use the wizard to create a chart of opportunities by state.

To start the wizard:

1. Move to the Reports area.

2. Click New.

3. Choose to run the Report Wizard.

On the first page of the wizard (see Figure 21.10), select Start a New Report.

Figure 21.10. The Get Started page of the Report Wizard.

You can also use the wizard to modify a report that was created ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required