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CASES - Report to run on a specific case and list all its activities

Posted on by 230

Hi,

we are unable to create a report to list all activitivies already developed on a case; if we create a report using 'Report Wizard' and choose 'Activitivies' entity, so we can choose the desired fields to see but when we open that case and choose to run this report, it shows no results.

Can someone describe what should be the steps (for our review ) just to check if we did something wrong here?

.

.

* sory but make no sense MS Dyn365 do not offer natively a report for that.

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  • LuHao Profile Picture
    LuHao 40,870 on at
    RE: CASES - Report to run on a specific case and list all its activities

    Hi Renato,

    Has your problem been solved? Any other questions?

    Thanks.  :)

    Hope this helps.

    Best Regards,

    Lu Hao

  • LuHao Profile Picture
    LuHao 40,870 on at
    RE: CASES - Report to run on a specific case and list all its activities

    Hi Renato,

    Here are some screenshots of the important steps when creating the Wizard Report:

    0523.4.PNG   0523.2.PNG   0523.3.PNG

    After the report is created, click Run Report in the function bar of the Case form to select the created report.

    0523.4.PNG    0523.5.PNG

    Please refer to this article to learn how to create a Wizard Report:

    [View:https://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/:320:50]

    Please feel free to ask any questions about this step process.

    Please note that if you have verified any answers, including previously posted posts, be sure to click "Yes" on the verified answers to close this theme. This will help other users with the same theme.

    7875.6.JPG

    Hope this helps.

    Best Regards,

    Lu Hao

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