web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / REPORT WIZARD HELP
Microsoft Dynamics CRM (Archived)

REPORT WIZARD HELP

(0) ShareShare
ReportReport
Posted on by Tsarrafzadeh 105

We are using online hosted version of Dynamics CRM, and we can only use the Report Wizard to build reports (to my knowledge). I am looking to create a report that creates a pie chart, of sales revenue of our biggest customer vs. all other customers (to appear lumped as one entity). Thus far, trying to createthis report with the wizard has just resulted in a pie chart of records separated (not lumped together). Any help is appreciated!!! I need to create more in depth reports then what is provided in most report wizard demos!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    alf Profile Picture
    alf 17,915 on at

    Hi,

    The report wizard does have some limitations.  I'm pretty sure you can not create the report you want with the report wizard:  top x customers vs all other customers for $$$ sales revenue.

    See if your hosting provider allows you to build reports with report builder 3.0.  If you are using partner hosted, many offer such option.  Alternatively see if they can build this report for you for a fee.

  • Donna Edwards Profile Picture
    Donna Edwards 2,996 on at

    You can create custom reports and upload them to CRM unless for some reason your hosting partner prevents that.  Check out this link for more information about SSRS reports.  The report builder option that Alex mentioned is similar.

    http://technet.microsoft.com/en-us/library/dn531183(v=crm.6).aspx

  • Jeremiah Profile Picture
    Jeremiah 2,555 on at

    Hi,

    You can build your reports by either uing Report builder or SQL Server Business Intelligence Development Studio platforms.

    After this, you should save the file with a .rdl extension.

    In CRM, you can now upload this file and you will be good to go!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    You could use a normal chart rather than a report and set the CollectedThreshold to a suitable value that will split the pie into your largest customer / all others. See:
    https://crmchartguy.wordpress.com/2014/03/13/all-things-pie-chart-in-dynamics-crm/

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans