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Copying a report using Report Wizard RRS feed

  • Question

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    Is there a way to easily copy a report in Report Wizard?  I would like to make multiple copies of the Sales Pipeline report, one for each sales team.  I know how to export the report descriptions to rdl files, but I can't figure out how to make multiple copies of the reports in Report Wizard.  My apologies if this is covered elsewhere in this forum...thanks!
    Thursday, June 19, 2008 2:46 PM

Answers

  • Go to the list of reports in the CRM web UI. Click the Sales Pipeline report to select it. On the top of the reports list, click 'Edit Report.' In the window that opens, click the Actions button and choose "Download Report." This will download the RDL file. Re-name it to something like "Sales Pipeline (Team 1)" and then go back to the reports list and click "New Report" to upload this file. Once it's uploaded, you can edit the Default Filter for the "Sales Pipeline (Team 1)" report. Rinse and repeat.

    Thursday, June 19, 2008 9:09 PM
    Moderator

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