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Using VS Business Intelligence Development Studio (BIDS) to create, modify and publish reports

Question
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I browse to the report server url for our Dynamics CRM installation e.g. http://myReportServer/Reports
I view our custom reports and note that the Name column entries are all GUIDs.
I download a copy of a report I want to modify
I open VS and create a new BIDS Report Project and add this downloaded RDL file.
I make my changes.
- How then do I "upload" the modified report to CRM please?
- Why are all the Names given as GUIDs? Is there not (apart from the Description column/field, something like a Title field?)
Thanks
Maz
Monday, January 12, 2015 8:16 AM
Answers
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For existing:
1. Open CRM.
2. Navigate to Reports.
3. Select Report you want to edit.
4. Click Edit in Toolbar (dowubleclick doesn't work for reports).
5. In popped-up windows click Actions-Download Report.
6. Save report and add it to VS.
7. Make changes.
8. Once changes are done do same steps 1-4.
9. Choose existing file in Choose File dialog.
10. Click Save.
Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
My blog- Marked as answer by MazP Monday, January 12, 2015 9:48 AM
Monday, January 12, 2015 9:20 AMModerator
All replies
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Hello,
I would suggest you to use CRM Interface to Export/Import reports from/to CRM.
Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
My blog- Proposed as answer by Andrii ButenkoMVP, Moderator Monday, January 12, 2015 10:00 AM
Monday, January 12, 2015 8:35 AMModerator -
Thanks Andrii. So I am free to use BIDS to create/modify an RDL report correct?
Can you then go through the CRM UI steps to upload such a report please?
And any ideas as to the GUIDs versus lack of Titles?
Maz
Monday, January 12, 2015 8:45 AM -
As far as I remember in descriptions you will find correspond names.
Regarding upload of reports into CRM you should recheck following article - http://edwardsdna.com/2010/03/10/create-a-custom-quote-order-or-invoice-report-for-your-customers/ (it was written for CRM 4.0 but approach remains the same).
Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
My blog- Proposed as answer by Andrii ButenkoMVP, Moderator Monday, January 12, 2015 10:00 AM
Monday, January 12, 2015 8:54 AMModerator -
Thanks Andrii.
OK I can see how that article works for a new report, but how do you edit an existing one?
And I am working from this article http://msdn.microsoft.com/en-gb/library/gg328302(v=crm.5).aspx (Create Custom Reports Using Business Intelligence Development Studio) for CRM 2011
Maz
Monday, January 12, 2015 9:00 AM -
For existing:
1. Open CRM.
2. Navigate to Reports.
3. Select Report you want to edit.
4. Click Edit in Toolbar (dowubleclick doesn't work for reports).
5. In popped-up windows click Actions-Download Report.
6. Save report and add it to VS.
7. Make changes.
8. Once changes are done do same steps 1-4.
9. Choose existing file in Choose File dialog.
10. Click Save.
Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
My blog- Marked as answer by MazP Monday, January 12, 2015 9:48 AM
Monday, January 12, 2015 9:20 AMModerator -
That's great. Thanks very much Andrii.
Maz
Maz
Monday, January 12, 2015 9:48 AM