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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create CRM filtered re...
Microsoft Dynamics CRM (Archived)

Create CRM filtered report

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Posted on by rasmusb 40

Hi

 

I'm working on a CRM 2011 - on site, trying to make a report in Report Builder 3.0 with an account overview.

 

I have created a short report with account details and uploaded it to CRM. My problem is that when I run the report in CRM it should only be on the accounts I filter out.

I have tried to look at: http://msdn.microsoft.com/en-us/library/bb955092.aspx and enter AS CRMAF_FilteredAccount in my SQL Query but then the report won't work in CRM.

 

Any clues on what to do ?

 

Thanks in advance.

Rasmus

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I have the same question (0)
  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    Did you import the report via CRM?

    Does the report run from the "http://servername/reportserver" url?

  • Peter Bohn Profile Picture
    Peter Bohn on at

    hi rasmusb

    you need to also make a new parameter called CRM_FilteredAccount

    msdn.microsoft.com/.../bb955093.aspx

    maybe this helps

    gr.pit

  • rasmusb Profile Picture
    rasmusb 40 on at

    I found this one very helpfull:

    www.crmconsult.info/.../pre-filtering-reports-fun-with-crmaf.html

    Don't know why the other thing didn't work.

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