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I need to generate reports for clients that is a running balance of their hours on the books. So say they start with 100 hours and I log 10 hours for a project. If I generate this report it should show that they started with 100 hours on the first line and on the second line it would show the project subject, the hours used (in this case 10) and then the total hours left (in this case 90).
Is there any way to generate a report like that?
If you are storing this information in fields in CRM, then answer is YES.
Yes the data is being stored in field but the project hours and the total hours are from two different entities. Can you please explain how I can create this report? Thanks!
Usually I create report to CRM using SSRS.
You can find a lot of articles how to create SSRS and upload to CRM.
As long as the fields is in the entities in CRM, you can create a report then retrieve the data, two different entities also possible.
And the calculation also possible using expression in SSRS.
You did store the field in 2 different entities, right.
Which version you use? 2011 or 2013 and Online or OnPremise?
I'm using 2013 and the OnPremise version I believe. The fields are stored in two different entities.
Is SSRS something that can be done within crm?
Could you please point me in the right direction. I googled "dynamics crm 2013 SSRS" and a lot of different stuff came up. Thanks
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