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report

Posted on by 1,670

Hi,

i need to create report contains the number (count) for each appointment of CRM user, how i can create it ? 

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  • Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: report

    Hello Ammar.

    How did you get on with this?

  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: report

    Amma,

    You can use SQL Query if using onpremise, then group by owner Id of the appointment record

    While if you use crm online you need to group aggregate using fetch xml

    Thanks.

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: report

    Or you can use FilteredAppointment view :)

    SELECT        COUNT(*) AS Count_ForEachUser, createdbyname

    FROM            dbo.FilteredAppointment

    GROUP BY createdbyname

  • Suggested answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: report

    Hello Ammar,

    You can achieve this by using SSRS. The view name is Appointment, below is the SQL script :

    SELECT        COUNT(*), CreatedByName

    FROM            dbo.Appointment

    GROUP BY CreatedByName

    Hope this helps,

    Abed.

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: report

    Hi Ammar,

    Follow all the steps mentioned in the below Blog:

    crmdm.blogspot.in/.../sql-based-report-in-crm-2011-using-ssrs_29.html

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

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