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Report Editing RRS feed

  • Question

  • Hi,

    So I want to create a report that show the latest Note on Opportunities.. I've created a report but it shows all of the notes on Opportunities.

     so, Test 1 is the first email. Test 2 is the latest. Can I just show the latest one(test 2)?

    Thank you,

    Indra.

    Wednesday, June 7, 2017 3:23 AM

All replies

  • Hi Indra,

    You will have to create a custom SSRS report to achieve this. Report wizard will not help here.


    Sachith Chandrasiri

    Wednesday, June 7, 2017 4:11 AM
  • Hi Sachith,

    Can you please give me a link or something that can guide me? :).

    thank you so much,

    Indra

    Wednesday, June 7, 2017 6:25 AM
  • Hello,

    You can make it work without custom reports but you will have to do additional customizations.

    1. Create additional field in opportunity to store last note text.

    2. Create a workflow that will handle creation of note, check that parent entity is opportunity and then update field created on step 1 with note value.

    3. Use that field in the report you design with Report Designer.

    Of course I understand that this approach has couple of drawbacks like - you will have additionally check situations when note is deleted or note was added to inactive opportunity but it is what it is.

    Unfortunately for CRM Online you don't have a lot of options. If you're on-prem then you can build SQL Statement to make it work without any additional customizations.


    Dynamics CRM/Business Solutions MVP
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    Wednesday, June 7, 2017 3:56 PM
    Moderator