How to generate a report in MS CRM for all the users related accounts, contacts, opportunities and activities.

(0) Share

Report

Posted on by Community Member

Hi Guys,

Requirement is to generate the Report for all CRM users and their accounts, contacts, opportunities and the activities created. Guide me through this.

Thanks,

Vignesh M

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Suggested answer

Alex Fun Wei Jie 33,628 on at

Like (0)

Report
Copy link

Link copied!

Hi,

use below method to create a report for your user. I only give you the example of activities, you can do it for account, contact and opportunities,

Activities

How to create custom report for CRM. You can skip the show on form part.

alexmscrm.blogspot.my/.../how-to-show-report-in-entity-form-and.html

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks Wei, I need all the above mentioned entity in one same table is that possible?

Was this reply helpful? Yes No
Suggested answer

Alex Fun Wei Jie 33,628 on at

Like (0)

Report
Copy link

Link copied!

Hi,

You can try to join the query yourself.

user below tool to build the query, you dont have to write yourself.

https://fxb.xrmtoolbox.com/

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report
Copy link

Link copied!

Hey Vignesh,

it is not possible in out of the box report functionality - you will have to create separate reports or use existing out of the box reports available.

two things you can do :

1. you can create SSRS/fetch XML report and put some logic there.

2. Create a dashboard where you will be able to see all of them at one place.

hope this helps.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks Rawish and Wei for the quick response, I'll the way you two suggested.

Thanks,

Vignesh M

Was this reply helpful? Yes No