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Create daily summary report

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Is there a way that I could email a group of people daily with a PDF or Excel file of a custom report?

Monday, June 16, 2014 1:36 PM

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If your CRM is OnPremise you can use the schedule report functionality. Here a tutorial:

http://www.powerobjects.com/blog/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/
My blog: www.crmanswers.net - Rockstar 365 Profile
- Proposed as answer by Guido PreiteMVP Monday, June 16, 2014 1:45 PM
- Marked as answer by nasyrax Wednesday, September 17, 2014 6:04 PM
Monday, June 16, 2014 1:45 PM

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If your CRM is OnPremise you can use the schedule report functionality. Here a tutorial:

http://www.powerobjects.com/blog/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/
My blog: www.crmanswers.net - Rockstar 365 Profile
- Proposed as answer by Guido PreiteMVP Monday, June 16, 2014 1:45 PM
- Marked as answer by nasyrax Wednesday, September 17, 2014 6:04 PM
Monday, June 16, 2014 1:45 PM
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How do I find the report server name? I tried the address of our CRM with /Reports on the end, but I get a 404.

Monday, June 16, 2014 3:35 PM
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Hello? Is this thing on? *tap* *tap*

Tuesday, July 1, 2014 6:24 PM
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Hi,

You need to check if Reporting Services is installed and running. Have a look at this thread : http://msdn.microsoft.com/en-in/library/aa337424.aspx.

You probably get a 404 error because it's not running. Check "services.msc".
Admin QuikView Solution for CRM 2013

Wednesday, July 2, 2014 4:42 AM
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Hi Nasyrax,

I believe this is the name of the server which your SQL for your CRM is hosted on.

~ Atomic Coder

Wednesday, July 2, 2014 4:46 AM