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Microsoft Dynamics CRM (Archived)

Snapshot Report

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ReportReport
Posted on by 420

Hello

We use a CRM database for our asset inventory. I have recently designed a pie-chart report using Report Builder 2008 R2 and uploaded it into our CRM database. The pie-chart ideally runs the query on all active assets and displays a result. Unfortunately because of the query and number of assets (approx 40,000) the time taken to generate the report is long (approximately 3-4 minutes). So if I upload it on to the dashboard, the report takes sometime to generate.

I wanted to know if there is a way this report can be scheduled to generate at some random point during the day in the background, and then maybe a snapshot of this report can be produced and uploaded onto the dashboard.

I am not very familiar with programming so will need step by step instructions if possible. Please let me know if this is possible.

We are using Microsoft Dynamic CRM 2011

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  • Verified answer
    luckyk Profile Picture
    420 on at
    RE: Snapshot Report

    I think I posted this too early. In CRM there is an option to run scheduled reports. So I set the report (Pie-Chart) to run every hour. This basically creates a snapshot and displays the report on Dashboard

    Thank you for helping me.

    Dear Mamatha

    Thank you for the response. I have saved the links you have posted

  • Suggested answer
    Mamatha Swamy Profile Picture
    5,426 on at
    RE: Snapshot Report

    Check these

    www.mssqltips.com/.../working-with-report-snapshots-in-sql-server-reporting-services-ssrs

    technet.microsoft.com/.../ms153675.aspx  -- Check if you can use the URL in an IFrame in the dashboard.

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