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Our organization is using Dynamics CRM 2013 online. I have created a report that shows a specific activity that our salespeople are required to do. When I created the report (using Report Wizard), I just set it up to show the last 30 days. I've got everything working the way I want, but ideally I would like the management team be able to pick the date range for which they want data. Is there any way to do this? Ideally using the report wizard, but I am not adverse to doing coding if that is the only way. If so, can anyone point me in the right direction for that? Thanks.
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I have the same question (0)Hi toddvj,
If you want to modify the 30-day range to something different, you can change the filtering criteria by editing the report and using the Report Wizard option again.
However, if you want to introduce a custom date parameter that is user-defined on the report, my recommendation would be to download the RDL file from the report edit view in CRM (Actions -> Download Report), then make the appropriate edits using Business Intelligence Development Studio or Report Builder. Once you have added the date parameter and saved the RDL file, you can then create a new report and choose "Existing File" to upload the modified RDL.
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