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

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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

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Community Member on at

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

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

Thanks,

Vignesh M
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Rawish Kumar 13,758 on at

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

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.
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Alex Fun Wei Jie 33,626 on at

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

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

Thanks Wei, I need all the above mentioned entity in one same table is that possible?
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Alex Fun Wei Jie 33,626 on at

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

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