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Set a Value Field in Reports

Posted on by 240

Hi,

I have a predefined Dynamics Report in my CRM, which has a Field where I can insert values and get the Data based on that. I tried to create it on my own, but couldn't find it. How can I create a field on my Report where i can, for Example, Insert Account Name and based on what I type, the Report results are based on the Account. Or as in the Screenshot, Minimum days.

File-filter-Reports.png

Big thanks!!

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Set a Value Field in Reports

    Hi Denzo19913,

    Open the report in SQL Server Reporting Services (SSRS) and add a parameter for selecting or typing the account name. Then follow these steps to use the report parameter in a filter. Filters help control which data to use in a report after it is retrieved from an external data source such as Dynamics CRM.

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