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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dashboard to report
Microsoft Dynamics CRM (Archived)

Dashboard to report

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Posted on by Community Member Microsoft Employee

Dear All,

is there a smart way to create a report from a CRM dashboard?

Thanks

*This post is locked for comments

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Dashboard to report

    Domenico,

    I'm afraid there is no smart and quick solution. You will have to open VS and develop report.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Dashboard to report

    Hi,

    this is out of my knowledge, but i think this is not possible.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard to report

    Yes.

    So, I have a dashboard that contains 5 charts and 4 lists.

    I would like to create report that contains these items.

    I know that I can create a report in SSRS using the fetch XML queries, but I'm looking for a smart and quick solution.

    Thanks.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Dashboard to report

    Hi,

    would be good if you can describe more specific. what items and etc...

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard to report

    Sorry, but my goal is different.

    I want a report that contains all items of my dashboard.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Dashboard to report

    Hi,

    You can show the report inside a CRM dashboard.

    1. Create a report in Report entity.

    2. Create a dashboard and show the report as IFRAME.

    community.dynamics.com/.../add-report-to-dashboards-in-crm-2015-2016

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