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How to migrate reports RRS feed

  • Question

  • I have created a report in office but now I'd like to deploy it on site. How to take that report from office pc ?
    ei
    Thursday, March 17, 2011 5:08 AM

Answers

  • Provide us more details on your question. Migrating reports from one CRM organization/system or the other? Or is the report you developed in office pc which you need to upload to a CRM instance?

    Downloading a Report File (from existing CRM instance)

    1. Navigate to the Reports subarea in the Workplace area to view the Reports list.

    2. Select the report that you would like to download.

    3. On the More Actions menu, click Download Report.

    4. When the File Download dialog box appears, click Save and save the file to a location on your computer.

    VS Business Intelligenge Studio:

    1. Navigate to path where you saved your Business Intelligence Studio Solution. (You can open the solution and check the path by clicking properties, if you are not sure on it.)
    2. In the reports folder in that location (say c:\Kiwikiwi\reports\) check for the file with extension named .rdl with your report name.
    3. Click: Workplace>Reports>New
    4. Select: Report Type=Existing File
    5. Browse & upload the .rdl file from step 2
    6. Save and Close

     

    • Marked as answer by KwiKwi Thursday, March 17, 2011 8:34 AM
    Thursday, March 17, 2011 6:17 AM