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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.

crm-101

Step 1.¬ Access the reports wizard in the reports section.

Revenue Field

Step 2.¬ Start a new report and click next

Revenue Field

Step 3.¬ Specify the name of the report and chose the record type.

Revenue Field

Step 4.¬ Specify the report filter criteria or specify the view to base the report on.

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

Step 5.¬ 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.

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

 

Step 6.¬ Chose the format of the report.

 

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

 

Step 7.¬ Validate the report summary and complete the wizard.

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

 

Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM

Hope this comes in handy. If you need additional tips and tricks on report writing, please feel free to check our very informative blogs or our CRM Book. In addition, the PowerObjects Education department is always churning out new Dynamics CRM material via webinars and boot-camp classes.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.