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) / Rollup Activities Dash...
Microsoft Dynamics CRM (Archived)

Rollup Activities Dashboard Help Please

(0) ShareShare
ReportReport
Posted on by Community Member

Hi,

I have 2013 on premise. I have 4 levels of Organisation (Accounts) in some cases and use the "parent account" on each to reach the top. They are mainly health department/government stakeholders.  I have some managers who only want to see level 1 (top)  activities and many who only want to see level 2 or 3 and 4. All my standard out of the box  activities are rolling up just fine and are accessible at the appropriate Organisation record, but I cannot see them when creating views to use in a dashboard. My dashboard must show the cumulative activities for each level.

One example of my 4 level Organisation structure.

Health Dept/Hospitals/Hospital_One/Surgical_Dept

Thank you.

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    I will rephrase my question...

    I want to create a dashboard for selected users based on the out-of-the-box report ACCOUNT SUMMARY that graphically shows the Activities rollup (up to 4 levels) for a specified Account.

    Any suggestions on how to do this please?

    Thanks

  • Suggested answer
    Mithilesh Kumar Profile Picture
    Mithilesh Kumar 10,047 on at

    Hi Alcione,

    You cannot show a Report in the Dashboard Area.

    If you want to show the Graphical Representation you will have to create a Chart.

    Before you create a Chart, you need to have a view to contain all your desired Data

    Go to Accounts >> Views >> Create a new View to show your data

    Once you have created a View, you can use the View to create a Chart

    Go to Accounts >> Charts >> Create a new Chart

    After this you can insert the Chart into Dashboard. If you want to apply Security Roles, you can do that to the Dashboard.

    Hope that helps

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Hi Mithilesh,

    Thanks for your response. My mistake, I didn't make myself clear, sorry.

    Yes, I know about dashboard creation and constraints. My reference to the Account Summary report was to describe the Activities rollup I want to achieve on a dashboard rather than insert the report itself.

    My problem is in the construction of the view that will show the Activities rollups through each of the 4 organisation levels. FYI - the levels are achieved by populating the parent organisation field in subordinate organisations records. Advance find queries will only show me organisations which have activities logged directly with them rather than the rollup.

    Can you assist with this please?

    Thank you

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