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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Report questions in CR...
Microsoft Dynamics CRM (Archived)

Report questions in CRM Online

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Posted on by LonO 160

We're having problems with reports in CRM Online.  We need a report that would give a count of "All the Accounts where StatusStage = Target and HealthSystem IS NOT BLANK", plus another count of "All the Accounts where StatusStage = Target and HospitalPartner IS NOT BLANK", plus another count of "All the Accounts where StatusStage = Target and DevelopmentRep IS NOT BLANK".  If this was Crystal Reports, each of those would be a field with a formula.

How do we do something like this in CRM Online?

Thanks,

Lon

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Report questions in CRM Online

    Create 3 reports, each one with one of the filter conditions that you mentioned.

    Entity:

    Accounts

    Filters:

    Report 1: StatusStage = Target AND HealthSystem = Contains Data

    Report 2: StatusStage = Target AND HospitalPartner = Contains Data

    Report 3: StatusStage = Target AND DevelopmentRep = Contains Data

    Grouping:

    StatusStage

    If you need more advanced grouping and filtering, you will need to create FetchXML reports using SSRS or a similar report builder.

    Please vote for my answer if it helped you with your problem.

  • Suggested answer
    Gayatri Shevde Profile Picture
    Gayatri Shevde 460 on at
    RE: Report questions in CRM Online

    Hello ,

    Yes you can create the reports with CRM

    www.microsoft.com/.../customize-and-organize-reports.aspx

    This link will help you for the same.

    Regards,

    Gayatri Shevde

    Microsoft Dynamics CRM

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