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Suggested answer

Edit columns in Reports

Posted on by 240

Hi,

I have some reports i've created a time ago in Dynamics CRM and i would like to update/edit them with more columns. Which is the best way to achieve this?

Thank you!

  • Suggested answer
    naresh babu Profile Picture
    naresh babu 425 on at
    RE: Edit columns in Reports

    Hi Denzo,

    Please follow below steps:-

    1.) Download the report from Dynamics CRM

    2.) Open in Visual studio and try to reconnect connect with CRM

    3.) In your dataset make changes in fetchxml query.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Edit columns in Reports

    Hi..

    If your report is using CRM report formatting and created in CRM, then you can use report wizard to add / remove columns from report.

    more details

    docs.microsoft.com/.../create-edit-copy-report-wizard

    but if your report has some custom formatting and created using Visual studio, then you need to download report rdl file, open it in visual studio, update fetchXml to add / remove columns and then add /remove columns into report.

    hope this will help..

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