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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Reports in dynamics 365

Posted on by 1,075

Hello Community Experts,

How do i run weekly, monthly, quarterly or anualy reports in dynamics 365?

Kindly Guide

Best Regards,

Sumaira Noor

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Reports in dynamics 365

    Hi Sumaira,

    D365 will let us set filters for report data before running D365 reports.

    The default filter is 'Modified On in last 30 days'.

    pastedimage1575010800486v1.png

    You can modify this filter to the time period you need so that you can run weekly, monthly, quarterly or anualy reports.

    Please refer to this article on how to create and run reports.

    https://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Reports in dynamics 365

    Hello,

    I'm not sure what you mean with run weekly, monthly, quarterly and annually reports but I believe it's related to filters of reports. How to start with development of reports you can read here - docs.microsoft.com/.../create-edit-copy-report-wizard

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