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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding Notes field to ...
Microsoft Dynamics CRM (Archived)

Adding Notes field to Reports

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Posted on by Community Member

We have created a report to show the support cases over a month period. The problem is we need to add the case notes into the report. I have looked through the Tabs and cannot find this anywhere to add.

 Can anyone help??

Is it possible??

 

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  • Mitch Milam Profile Picture
    Mitch Milam on at

    How are you creating the report?  By hand or using the CRM Report Wizard?

    Using the wizard you should be able to select Cases as the Primary record type and Notes and the Related record type.

    You can then add fields from both to the report.

    If you are creating the report by hand, I would advise that you create a report using the wizard, as documented above, then export that report and import it into a Visual Studio project and examine how the report wizard wrote it.

    Mitch

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    The best way I have found to include Notes in a report is by using Report Wizard, but here are the details you might be missing.  

    For example if you want to create a report on "Leads" so that it includes the Notes for each filtered lead as the index you would create a report using the Report Wizard as follows:

    From the Report Properties screen, under Specify the record types to include in this report

    Primary record type: Leads

    Primary record type: Notes (Regarding)

    Hit next and enter any filters you want to add.

    Next in the layout fields "Add Column or Grouping"

    Add Column

    Record Type: <select Notes>

    Column: <select Title>

    Add another column

    Record Type: <select Notes>

    Column: <select Description>

    When you are done defining the columns, hit next to

    Format the Report.  Select Table only

    Hit, next, next, Finish, Run Report

    This same structure can be used for Opportunities and Accounts.

     

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