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Microsoft Dynamics CRM (Archived)

Can a CRM report be exported on a daily basis to a network share?

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Can a CRM report be exported on a daily basis to a network share?

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  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Can a CRM report be exported on a daily basis to a network share?

    I think it's just that not all report users are CRM users.. not all the time.. might be one of those cases.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Can a CRM report be exported on a daily basis to a network share?

    Its a strange one. Running off Reports and Dashboards are all Live Data so there isn't really any need to send reports on any particular basis. They can just run the reports off themselves whenever they want.

    I understand that users like having emails sent to them but its just my 2 cents.

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: Can a CRM report be exported on a daily basis to a network share?

    It is not possible to schedule reports in CRM online, for on-premises environments  you can, have a look to : 

    CRM 2011 Schedule Report & Email Subscription

    You need just to select Windows File Share on the Delivery Options 

    062911_5F00_1933_5F00_ReportSched12.png

    For more information about SSRS Subscriptions and Delivery, refer to : https://docs.microsoft.com/en-us/sql/reporting-services/subscriptions/subscriptions-and-delivery-reporting-services

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