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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / generating a report
Microsoft Dynamics CRM (Archived)

generating a report

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ReportReport
Posted on by yify 1,023

Hello Team,

I have a requirement where I have to generate a report of all phone calls answered by the CSR in a month.I am using the onpremise 2015 version.

I am confused for generating this report do I require the BIDS (ssrs)or can I run aquery in advanced find and run a report.

Any help or guidance is highly appreciated.

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi, I would start with the report Wizard and see how far you can get with that. If you need to customise you can download and edit in Visual studio with the report authoring extensions.

    www.microsoft.com/.../create-edit-or-copy-a-report-using-the-report-wizard.aspx

    technet.microsoft.com/.../dn531081.aspx

    Hope this helps

  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Hi James,

    Its upto you, whether to go for SSRS (BIDS) or Advanced Find or MS CRM Report Wizard.

    Your requirement can be easily achieved via Advanced Find or CRM Report Wizard, SSRS is not really required.

    You can create an Advanced Find view and save it (Do add owner/CSR column in your view) and then you can create a chart. following is a screenshot:

    You can use CRM report wizard as well, following is a screenshot:

    3465.2.PNG

    You can use CRM Report Wizard as well:

    3465.2.PNG

    To know more on Advanced find, visit: https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-edit-or-save-an-advanced-find-search.aspx

    To know more on CRM Report wizard, visit: www.microsoft.com/.../create-edit-or-copy-a-report-using-the-report-wizard.aspx

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