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Modifying reports RRS feed

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    Hello,

    I have created an option to run customised report from Accounts and Opportunities. Now it is displayed in "Run Report/Run On Selected Records/..." I now need to edit it, plus I want to delete some pre-set reports. How can I do this?

    Thank you.

    Emil

    Monday, July 9, 2012 3:01 PM

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    Hi Emil,

    If you navigate to Workplace > Reports you can highlight and edit or delete the existing SSRS reports.

    If you choose to edit, you can amend certain details such as where it is displayed (in the reports view, against list views or within forms. If the report was created via the report wizard, you will be able to open the wizard and amend. If you need to download the report (rdl), click 'Actions > Download Report' then edit it in a suitable editor such as the SSRS Report Builder 3.0

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Monday, July 9, 2012 7:40 PM
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    You can't delete the OOB CRM reports. If you want to hide it from the regular users, go to the actions menu on a report edit window and click on 'Revert to personal report' (or something like that).
    Monday, July 9, 2012 11:30 PM

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  • Question
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    Hi Emil,

    If you navigate to Workplace > Reports you can highlight and edit or delete the existing SSRS reports.

    If you choose to edit, you can amend certain details such as where it is displayed (in the reports view, against list views or within forms. If the report was created via the report wizard, you will be able to open the wizard and amend. If you need to download the report (rdl), click 'Actions > Download Report' then edit it in a suitable editor such as the SSRS Report Builder 3.0

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Monday, July 9, 2012 7:40 PM
    Answerer
  • Question
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    You can't delete the OOB CRM reports. If you want to hide it from the regular users, go to the actions menu on a report edit window and click on 'Revert to personal report' (or something like that).
    Monday, July 9, 2012 11:30 PM
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    True, I forgot about that :-)

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Tuesday, July 10, 2012 7:22 AM
    Answerer
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    Hi

    Download report that you want to edit. and open it in BIDS.

    for more help

    vistit kink below

    http://gtcrm.wordpress.com/2011/03/24/fetch-xml-reports-for-crm-2011-online/

    Tuesday, July 10, 2012 11:52 AM