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Modifying existing report in crm online RRS feed

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    Dear all,

    Previously I was using CRM on premise where we have created our default custom reports based on standard one. For instance we took the default QUOTE report and update it for our need, That was quite easy as we get full control of CRM database access.

    Now we have migrate to CRM online and  we would like to do the same.

    For that we have download the QUOTE report from CRM online and we need to modify it in following way :

    1 Default report display only Quote product name in quote report and we would like to add below, Product Description. how can this be done ?

    Any step by step quide for custom report with CRM online 2013 would help

    regards

    Friday, June 27, 2014 5:58 AM

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    The default reports of CRM online still use SQL queries, but for CRM online FetchXML must be used, for this reason you can't edit the OOB reports with SQL syntax and import back.

    you need to rewrite them using FetchXML

    My blog: www.crmanswers.net - Rockstar 365 Profile

    • Proposed as answer by Guido PreiteMVP Saturday, June 28, 2014 7:29 AM
    • Marked as answer by wakefun Sunday, June 29, 2014 10:21 AM
    Saturday, June 28, 2014 7:29 AM

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    In CRM online you have no control on database. But you can configure/update your report or create a new report.

    but their are some limitation also like you can use only fetch base report. Some code(vb functions) are also not supported.

    Within these limitation you can create/update your report.

    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Friday, June 27, 2014 6:08 AM
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    Thnaks for your reply,

    Question are :

    We have download the QUOTE report from CRM online and we need to modify it in following way :

    1 Default report display only Quote product name in quote report and we would like to add below, Product Description. how can this be done ?

    Any step by step quide for custom report with CRM online 2013 ?

    Friday, June 27, 2014 6:22 AM
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    The default reports of CRM online still use SQL queries, but for CRM online FetchXML must be used, for this reason you can't edit the OOB reports with SQL syntax and import back.

    you need to rewrite them using FetchXML

    My blog: www.crmanswers.net - Rockstar 365 Profile

    • Proposed as answer by Guido PreiteMVP Saturday, June 28, 2014 7:29 AM
    • Marked as answer by wakefun Sunday, June 29, 2014 10:21 AM
    Saturday, June 28, 2014 7:29 AM
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    So you mean by that that we can not download a default CRM online report and modify it in order to save it as a new name?
    Tuesday, July 1, 2014 9:43 AM
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    You can download the rld file, but the default reports use SQL queries, if you update the existing one or create a new one with that rdl file with SQL queries it will not work.

    You need to create a new report from scratch using FetchXML, the default reports cannot be modified in CRM Online

    My blog: www.crmanswers.net - Rockstar 365 Profile

    Tuesday, July 1, 2014 10:34 AM