Including records from disabled users in CRM Dynamics 2011 Reports RRS feed

  • Question

  • We have a bunch of opportunities assigned to users that have now left our company, and the users have been disabled. The problem this presents is that they don't seem to get included in our reporting. Is there any way to including these records from disabled users in CRM Dynamics 2011 Reports without reassigning them to someone else who is active?
    • Edited by Cunners Wednesday, February 5, 2014 3:51 AM edit
    Wednesday, February 5, 2014 3:50 AM

All replies

  • Have not tried this but running the reports as a System Admin user should show all the records. You can configure this in the Report Manager.

    Alternatively, change the report query to be on the views instead of the filteredviews. As you would know, filteredviews retrieve data based on the logged-in user. You would loose the report filter (CRMAF) in this case.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    Wednesday, February 5, 2014 4:01 AM
  • The fact that the owner is disabled should not exclude the records from the report.  I encourage you to look at the report filters and ensure you are not applying some unnecessary filter that is causing the issue. 

    For example; if you use

    select * from filteredopporunity where createdon >= '1/1/2014'

    (might need to adjust syntax)

    you should get back a full list of opportunities that were created on or the specified date.  The report does not generally care that the opportunity owner has been disabled.  I suspect there is something else in the report that is causing the issue.

    Regards, Donna

    Sunday, February 9, 2014 6:53 PM