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Grouping in CRM Custom Reports

Soru Grouping in CRM Custom Reports

  • 14 Mayıs 2012 Pazartesi 15:03
     
     
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    Hi,

    I have created a custom report i.e making changes in the .rdl file. We have a requirement in which i want to group particular records. For eg.

    Clients and contacts :- I want this to be shown as   ClientA-- Contact1

                                                                                                     Contact2

                                                                                                    Contact3

                     and not like this                                       ClientA --  Contact1

                                                                                      ClientA -- Contact2

                                                                                      ClientA -- Contact3

    Can anyone tell mw how this can be achieved.

    Thanks in Advance,

                                                                                    

                                                                                                

     

Tüm Yanıtlar

  • 14 Mayıs 2012 Pazartesi 16:53
     
     
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    Hi,

    Group with 1st field (Cilent A).

    It should display like this.

    Client A

    Contact 1

    Contact 2

    Contact 3

    Please try this.

    Regards,

    Shashi

     
  • 15 Mayıs 2012 Salı 06:30
     
     
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    Hi Prasad

    A quick question before we get started? Are you attempting to edit the rld file with Visual Studio 2008 with all the business intelligence components (can be installed from a SQL install disk) or with a word editor?

    http://rmjcrm.wordpress.com

     
  • 18 Mayıs 2012 Cuma 09:44
     
     
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    Hi,

    I am not editing with all components. Want i want is to group the records on a combination of fields since my custom reports contain fields of multiple entity. kindly guide

    Thanks,

     
  • 19 Mayıs 2012 Cumartesi 12:07
     
     
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    Hi

    right click on table

    Add Group > Parent Group

    a window is open

    in group by field select "your field"

    and click ok