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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Report Navigation

As you begin to use the Microsoft CRM reports, you will notice that the navigation from report to report is very standard. Most reports include the following navigational controls (referenced in Figure 10.2) :

  • Refresh

  • Export

  • Print

  • Filter

  • Find

  • Group Tree

  • View Selection

    • Sub Reports

  • Page Buttons

Figure 10.2. The components of a typical Microsoft CRM Crystal report.

Microsoft CRM reports are Crystal reports, which are displayed in a new window. To simply view these reports, there is no need for additional software on the user's machine. The first time a user attempts to view a Microsoft CRM report, he is presented with a screen asking him ...

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