locked
Customize Account Summary Report RRS feed

  • Question

  • Is there a way to edit the built in account summary/Account Overview Reports? I really am looking for a Summary Contact Report and wanted to see how the Account Summary report was created to copy some of that functionality.  
    Friday, October 22, 2010 8:41 PM

Answers

  • Hi pslager,
    IF you open the rdl file directly in Visul Studio, it will show you XML code.
    You should create a Reporting Services Project and copy the RDL file in the new solution. There you can edit the report.
    Julio
    Friday, October 29, 2010 6:06 PM

All replies

  • Hi,

    If you are using the on-premise version of Microsoft CRM you can edit and customize the .rdl file in visual studio 2005 / 2008. It is located in Reports Folder.

    Thanks

    TGB


    Microsoft Certified Business Management Solutions Specialist
    Friday, October 22, 2010 8:44 PM
  • Hello.

    You can do it. You should open CRM - Workspace - Reports - Find report you want to edit  - Open report using Edit Report Button - Download report and edit it using Visual Studio.


    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    Saturday, October 23, 2010 10:14 AM
    Moderator
  • I opened the RDL with visual studio and it just shows code I tried launching solutions explorer and nothing shows up.  
    Friday, October 29, 2010 4:46 PM
  • Hi pslager,
    IF you open the rdl file directly in Visul Studio, it will show you XML code.
    You should create a Reporting Services Project and copy the RDL file in the new solution. There you can edit the report.
    Julio
    Friday, October 29, 2010 6:06 PM