Answered by:
built in reports

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 AMModerator
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 PMModerator -
hi david.
thank you for your response
but from where can i download the reports definition to modify it
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 AMModerator -
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 databaseMonday, December 17, 2007 11:17 AMModerator
-
Friday, May 9, 2008 4:00 AM