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CRM Report Wizard RRS feed

  • Question

  • Hi,

    Is it possible to create a report using Report Wizard and not display the details? Actually I need to create an Opportunity  report grouped by campaign, owner, for a date range, and show only counts based on opportunity Stages (this is attribute coming from Lead form). I need to know if it is possible to do this as I am not able to get rid of the details from the report.

    Thank you for any ideas.

    Alina

     

    Thursday, September 16, 2010 3:15 PM

Answers

  • You can definately do this in report wizard. In the result secion Group by the records and just display count of the record by selecting the column name.
    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    • Proposed as answer by Ranjitsingh R Thursday, September 16, 2010 7:30 PM
    • Marked as answer by Jim Glass Jr Thursday, September 16, 2010 9:11 PM
    Thursday, September 16, 2010 7:19 PM

All replies

  • Hi,

    Did you tried creating a cusotm report in visual studio with that you will have more options than the report wizard.

    Regards

    TGB


    Microsoft Certified Business Management Solutions Specialist
    Thursday, September 16, 2010 3:25 PM
  • You might find Report Builder slightly easier to use than BIDS for just general ad-hoc reports.

    In answer to your question though, what you require is possible.

    Rob


    www.crmconsult.info Twitter:robertpeledie
    Thursday, September 16, 2010 3:27 PM
  • What is Report Builder? Where can I find it?

    Thank you,

     

    Alina

    Thursday, September 16, 2010 4:13 PM
  • You can definately do this in report wizard. In the result secion Group by the records and just display count of the record by selecting the column name.
    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    • Proposed as answer by Ranjitsingh R Thursday, September 16, 2010 7:30 PM
    • Marked as answer by Jim Glass Jr Thursday, September 16, 2010 9:11 PM
    Thursday, September 16, 2010 7:19 PM