Creating Reports in CRM 2011
Reports are the graphical
representation of concerned data. It consists is the replica of the data in
graphical manner.
1)
Go to Workplace in Navigation plane in CRM.
The above screen shot provides the description.
2)
Now go to Reports in My Work in
Navigation plane
3)
Now Click on NEW in the Ribbon bar
4)
The following window will open
5)
Now Click on Report Wizard
6)
The following window will open and
select whether creating a New Report or
Use an Existing Report from a lookup
table and Click on Next.
7)
Now give a unique name to the Report,
and give required description. Select any record from the option set for Primary Record Type and Click on Next.
Eg:-
to create a report for leads select Lead
from the option sets.
8)
Now give a condition so that you can get
the required fields. It better to put a condition as Status active, then it
will consider all the active records from a particular entity. The following
screen shot can explain you.
9)
Now Click on Next the following window opens. Now select the required fields as
columns. You can also use Navigation arrows to move the column left/right.
10)
Now select the required fields and click
on Next. The following window will
open. Here we need to mention about type of record whether in Table form or Table with Chart form.
Note: -
For table with chart should contain one numerical Column.
Click
on Next.
I
have choose Table with Chart option
Now
the following window will open
Here
you need to select a field for X-axis, as Y-axis is for mandatory be a
numerical column.
Now
Click on Next.
11)
Now the Report is created, the following
window will Display it Click on Finish
12)
Now Go to Reports in My Work in
Navigation plane
Double
click on the Report name which you have mentioned
The following window will open. Now
Click on Run Report.
13)
Then the following window will be
displayed as report generating
14)
Finally the Report is generated. You can
export it as XML/CSV formats.
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