Is there a way to link multiple reports together in CRM?

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Posted on by Community Member

I'm new to CRM so bear with me.

I've made multiple reports for my solutions consultants that I would like to link together to form one large report. Is this possible? If it isn't , I'm going to need some individual tallies for each consultant. For instance, each solution consultant sold a particular number of products to different accounts. I want to be able to group sales by each consultant, and then total each person and then add each persons sales for total sales.

Any guidance would be greatly appreciated!
Kimberly

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ScottDurow 21 on at

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You'll need to learn how to use Visual Studio's report designer but you can add your reports as a sub report.

See Custom Reports - blogs.msdn.com/.../how-to-creating-custom-report-with-microsoft-dynamics-crm-2011-bids-fetch-extension.aspx

Sub Reports - www.codeproject.com/.../SSRS-Series-Part-II-Working-with-Subreports-DrillD

Hope this helps,

Scott

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Community Member on at

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Hello Kimberly,

Hope you find these links helpful msdn.microsoft.com/.../gg328097.aspx

dynamicsuniversity.com/.../report-wizard-microsoft-dynamics-crm-2011

crmdm.blogspot.in/.../custom-fetchxml-based-report-in-crm.html

blogs.msdn.com/.../how-to-creating-custom-report-with-microsoft-dynamics-crm-2011-bids-fetch-extension.aspx

Regards.

Vineet Nair.

Microsoft Dynamics CRM Support.

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Jitendra Sahu 2 on at

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You cannot link multiple links but you can provide direct navigation link to access them.

Please refer below guide for better knowledge

msdn.microsoft.com/.../gg328097.aspx

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Aileen Gusni 44,524 on at

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Hi Kbdinkin,

No, you cannot link the small-small reports as one parent Report.

Yes, as what Scott said, you need to create a new report then combine with those reports as sub report.

And see the links from Vineet as well.

And like what Jitendra said, you cannot link multiple links but you can still provide direct navigation link or you can use Ribbon as well to open the report.

And if your purpose because you want to group many reports as one group, you can use Report Category for grouping purpose, but it will not affect any calculation since its function is just to group it as the same reports group.

Hope this can help you!

Thanks.

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