Do you have a requirement to create a report to sum a calculated field in a report? Are you thinking that this can only be done through a custom SSRS report? Guess what, you can accomplish this using the out of box report wizard! Use the steps below to find the sum of revenue field in a report created using report wizard in Microsoft Dynamics CRM.
Step 1.Â Access the reports wizard in the reports section.
Step 2.Â Start a new report and click next
Step 3.Â Specify the name of the report and chose the record type.
Step 4.Â Specify the report filter criteria or specify the view to base the report on.
Step 5.Â Add column grouping and columns to the report. For the field that you would like to Sum on, chose the summary type on the properties of the column.
Step 6.Â Chose the format of the report.
Step 7.Â Validate the report summary and complete the wizard.
Hope this comes in handy. If you need additional tips and tricks on report writing, please feel free to check our very informative blogsÂ or our CRM Book. In addition, the PowerObjects Education department is always churning out new Dynamics CRM material via webinars and boot-camp classes.