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Reports Look and Feel

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Posted on by mossygmail

Hi I'm using Sales Hub in Dynamics 365.

I think I've finally worked out how to create custom reports by clicking the filter symbol top right which brings up the 1990s interface (for want of a better term - the one that looks like it was written in VB), look for Reports, and click the Red exclamation mark. I can then hit "New Report".

But I am facing a number of problems which I'm hoping you can help with:

1. Am I even doing this right? I fear not because it seems odd that MS would bury such critical functionality in such an obscure and hidden place. (Compared with other CRMs were there's a report button and slicing and dicing is a breeze). So, I reckon I'm missing the easy way to do it. Also, when I do it this way, it brings up reports that look like were written in a1990s report writer. Again, I think I'm just looking in the wrong place?!

2. When I do the above, it runs a Report Wizard. (1990s style).I can create new columns but I can't create calculation columns - there's no option. Again, give how simple this requirement is, I'm sure I'm sure I'm just doing something fundamentally wrong here?

Thanks in advance

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Jacob.s17 464 on at

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Hey Mossy,

Yes the report wizard is stuck in 1990, but what are you trying to accomplish that you believe the wizard is solving? What are your report requirements and then myself and the community can guide you to the best tools for it.

Here's some questions to help us solve:

Do you need to share this report externally?

Do you need the report to do calculations you're not performing in CRM?

if yes, are we able to do them in CRM? it would give us more options.

Do you need visuals to support the data?

Are you looking for real-time data or are you exporting on intervals?

Is your criteria set for the data you want to see or does it change with each pull of the report? (is your filter criteria fixed?).

Tools you have other than report wizard:

Charts (visuals)

Views (queries)

Calculated and Rollup fields (fields to do math for you)

Dashboards (combo of queries and visuals)

Excel Templates (single entity only and can be shared externally)

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LuHao 40,892 on at

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Hi partner,

1. Yes, this is indeed how reports are searched and created under OOTB.

I would recommend you add Report on the site map, so that it will be more convienient for users to create and edit the reports.

Yes, it is true that Report's creation UI is still the classic web client and has not been upgraded to the unified interface.

2. Are you saying that you want to create a summary column?

If so, when you add grouping or column, you can select Summary type.

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