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Using Reports

To get started with reports, you need to know where to find them, the basic anatomy of a report, and which security roles can do which report-related tasks.

Finding Your Way to Microsoft Dynamics CRM Reports

There are three ways to get to reports:

• From the Main menu:

1. Select Workplace.

2. Click Reports.

3. Set your View to All Reports. Most of the default reports are available from this location.

• From a view:

1. Select the Entity View of data you are interested in.

2. Click the Reports button on the menu bar of the view for reports that are in context of the records being viewed.

Some reports, such as Sales History, make sense only when run on all the records. Others can be run on one or a group of records.

• From a form or ...