Have you ever wondered how you can create new report categories and add reports to the new category in Microsoft Dynamics CRM? If you did then you are reading the right blog article.
If your organization has a lot of departments, it makes sense to add new report categories and categorize the reports into each category so that it will be easy to find and manage reports. It improves CRM 2011 usability too.
So, let us say that the HR department has a lot of reports and they want the report to be organized into HR reports category. Here is how we do it:
Our requirement here is to add a report category named HR Reports and then add reports to it.
To add report category, go to
Click on Reporting tab. You will see the dialog like below.
Click on Add button at the right.
Type in the report category name (in this case HR Reports) in the label field, the value field will have a value assigned by the system that you cannot edit and click OK button.
Let us now add a view to report entity to include only the HR reports. To do this, go to:
Settings->Customizations->Customize the System->Entities->Report->Views
Click on New at the top.
Type in the Name (e.g. HR Reports) and optional description and then Click OK. This would take you to apply some filtering criteria for the HR reports view.
Click on the Edit Filter Criteria link at the right.
Define the filter like above to only display reports in HR Reports category in this view. Click OK and then click Save and Close. We are done with customization. So, publish all customizations now.
Now when you go to Workplace->Reports you can see the HR report view that you created. We haven’t added any reports to this HR reports category so the view will not list any reports yet.
We have now set up everything. When you add a new report or edit a report you can now assign that report to the HR reports category like above and then click OK and then Save and Close.
In the above screenshot, I edited the Test Report and added it to HR Reports category.
Now when you go to Workplace->Reports and select HR reports view, you will see the Test Report in that view.
Now that you have created a report category, added a view to the reports view to include the new category and added a report to HR category for test and seen the report listed in the HR reports view, you are done!
If you have any questions or comments please reach out. The CRM Experts at PowerObjects are always ready to help!
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