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built in reports RRS feed

  • Question

  • Dear all.

    Can i change the built in reports. For example I need to add company name field in neglected lead details report.

     

    Best regards.

     

     

    Sunday, December 16, 2007 8:31 AM

Answers

  • Just go to Reports in CRM, select the report, then More Actions, Download Report

    Monday, December 17, 2007 9:20 AM
    Moderator

All replies

  • Yes, you can download the report definition, modify it, then re-upload it. However, I'd recommend renaming the report

    and keeping the original, otherwsie your changes may be overwritten during a CRM upgrade

    Sunday, December 16, 2007 3:59 PM
    Moderator
  • hi david.

    thank you for your response

    but from where can i download the reports definition to modify itSmile

     

     

    Monday, December 17, 2007 7:37 AM
  • Just go to Reports in CRM, select the report, then More Actions, Download Report

    Monday, December 17, 2007 9:20 AM
    Moderator
  •  

    hiiii david

    I am really don't want to confuse you.

    But i download the neglected lead details and i got extension file .xml,

    i open it as notepad , and copy the code , and open the visual studio .net , past the code into report , but i don't see the tables that i can select the company name field to the layout

    i dont if this is the right way , please advise

    Monday, December 17, 2007 10:30 AM
  • You should get a .rdl file extension. You can then add the report to a BI project in VIsual Studio .Net. Note that you'll need to change the connection string for each data source to point to your CRM database

     

    Monday, December 17, 2007 11:17 AM
    Moderator
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    Friday, May 9, 2008 4:00 AM