Sams Teach Yourself Microsoft® Dynamics CRM 4 in 24 Hours

Hour 21. Reporting

What You’ll Learn in This Hour:

• Finding and Using the Default Reports, Including Running Them on Specific Records

• Writing Your Own Reports Using the Report Wizard

• Adding Other Files, Such as Excel Workbooks as Reports

• Organizing Your Reports to Make Them Easy to Find and Use

• Sharing a Report with Other Users, or with All Microsoft Dynamics CRM Users at Your Company

• Additional Reporting Options if You’re Using On-Premise Microsoft Dynamics CRM

• Tips for Efficient Use of Reports: Changing the Default Filter, Renaming Reports, Setting Permissions, and More

When we use the word reports, we mean formatted presentations of data, with information either grouped or charted. A report is typically used for getting a quick ...