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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how to remove the Repo...
Microsoft Dynamics CRM (Archived)
Answered

how to remove the Report Filtering Criteria

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Posted on by sdnd2000 2,409

Hi, I am wondering how to remove the Report Filtering Criteria for reports, it seems like it appears for every default report.

2017_2D00_09_2D00_25_5F00_0910.png

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  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: how to remove the Report Filtering Criteria

    You can check following article that describes implementation of prefiltering for SQL-Based reports - www.powerobjects.com/.../microsoft-dynamics-crm-pre-filtering-for-crm-reporting

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: how to remove the Report Filtering Criteria

    Is it only for fetchxml ? since I am using SQL only

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: how to remove the Report Filtering Criteria

    To enable prefiltering in report you had to define it inside the report - nishantrana.me/.../using-pre-filtering-in-fetch-xml-based-report-in-crm-2013-online

    Additional tip - if you will apply changes and try to update existing report - prefilter will not appear. To make it appear you will have to delete report first in CRM and reupload it back to CRM.

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: how to remove the Report Filtering Criteria

    Hi, I created in VS, and upload to CRM, I didn't see the option to prefilter. Is that something I have to create in CRM first?

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: how to remove the Report Filtering Criteria

    This filter appears only when your report is pre-filtered. Do you use prefiltering in your report?

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: how to remove the Report Filtering Criteria

    Hi, Andrew,

    I understand that. But why my customized report doesn't have default criteria?

    1537.2017_2D00_09_2D00_25_5F00_0910.png

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: how to remove the Report Filtering Criteria

    Hello,

    This is standard prefiltering feature of report. Luckily you can remove that default filter. Here is instructions how to remove default filter - www.microsoft.com/.../edit-the-default-filter-of-a-report.aspx

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: how to remove the Report Filtering Criteria

    It seems like when I add customized report, there is no such criteria

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