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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Run a report with opti...
Microsoft Dynamics CRM (Archived)

Run a report with optional parameters

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Posted on by Community Member

So i am new to CRM and have been asked to create a report whereby someone could put in a Sales guys name and a date range and then output all the activities by said Sales guy. They asked for this to be a report, but after poking around i am not wholly convinced this is the right method. We used CRM with with Office365 so no onprem.

I hope this is clear, it almost seems like it would be called a form. Input Name and date range and output details. Maybe customize the output in a certain readable way. Any help, pointers, information would be appreciated. Will buy lunch! 

D

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  • Community Member Profile Picture
    Community Member on at

    This can be done using the Advanced find itself. Are you expecting to replicate the same in a report or as a separate entity ?

  • Community Member Profile Picture
    Community Member on at

    Arun, basically i need to tell a Manager enter the person name here and select a range then generate the data. Yes it could be a report, but it would be dynamic right, so I may want to look at Sally for the last 6 months and run it, then i may want to look at Bob for the last 7 days and run it.  They are asking for a report, but those are sort of set right? You can't have a report that prompts you for variables or can you? That is why i was asking about a form.

    D

  • Community Member Profile Picture
    Community Member on at

    Derek, this is possible through report. Confirm the below parameters. i will try to come up with a prototype for you.

    Input Parameters:

    1.Enter the user Name

    2.Enter a date range for eg. From Date and To Date

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Here are some links which will give you idea about CRM fetchxml reports with parameters.

    garethtuckercrm.com/.../fetch-xml-reports-for-crm-2011-online

    blogs.msdn.microsoft.com/.../fetch-xml-based-reports-bits-pieces

    blogs.msdn.microsoft.com/.../parameterizing-fetch-based-reports

    You can use above links and create your own report with required parameters.

  • Community Member Profile Picture
    Community Member on at

    Thanks Arun, yes,  I need an Activity report (phone calls, emails, etc) for a user "X" for a date range. Your two parameters are correct. Assuming the context is activities.

  • Community Member Profile Picture
    Community Member on at

    Hey Derek, i have created a basic prototype using the out of box Wizard Report Type.

    You can refer to the doc in the below link. Hope it helps. I haven't focused much on the writing though.

    drive.google.com/open

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