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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Writing a simple repor...
Microsoft Dynamics CRM (Archived)

Writing a simple report from CRM data.

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Posted on by Community Member

Hi everyone

I need to write a report from my data in CRM 2015 online.

To be specific, i have a lot of currency columns and need a report for Financial Statements. 

What is the best tool for writing this report? 

I have found instructions on how write an SSRS to do this but Visual Studio 2013 couldn't connect and I was told I need VS 2010. I have Windows 10 enterprise on my system, which version of VS can I get that would be compatible? 

SSRS produces a flat report but I would really like to learn how to write one. 

Should I use Power BI Instead? If yes, can you send me some instructions or be a bit specific of how to do this and install the report in CRM?

Don't know what i'd do without you guys. :) :) :)

Thank you

Elsa

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    I would recommend investigating Power BI - but you can start by using Power Query and Pivot inside Excel. See support.office.com/.../Connect-to-Dynamics-CRM-Power-Query-8eef0c8e-a5f2-4a00-93e2-50e5bce6599b;rs=en-SG&ad=SG

    The Power query option is good if you don't need to have individual users running reports that only shows them data that they have access since the query downloads data and then caches it inside the excel spreadsheet. Power BI then allows you to present these Power Query/Pivot spreadsheets in dashboard forms and connect multiple datasources together. The beauty of these kind of reports is that you can then 'slice and dice' giving an interactive report and also use all the good stuff that Excel gives you.

    SSRS is good for running on demand user reports that must be security filtered and that need to be exported to pdf, printed etc.You can use Visual Studio 2012 but you need to install the Report Authoring extensions - www.microsoft.com/.../details.aspx

    Hope this helps

    Scott

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