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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Reports Filters

All reports in CRM have a special feature that enables you to prefilter the underlying data when you run a report. You can configure this feature on the first screen when you double-click on a report (see Figure 11.5).

Figure 11.5 Report filtering criteria.

image

Here you will see the report criteria that were defined as part of the report definition during initial report creation. Although you can manually change these values and properties every time you run a report, you can also change the default filtering criteria by editing the report definition. To do so, go to the main Reports option located in Workplace, Reports, click on the ...

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Publisher Resources

ISBN: 9780132682084Purchase book