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Microsoft Dynamics CRM (Archived)

How to generate reports in ssrs to show monthly wise data in ms crm

Posted on by 150

Hi,

Does any one have idea on how to get monthly wise data in SSRS reprots in a fiscal year in ms crm.

Regards,

Tejas

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  • Tanuja Patel Profile Picture
    Tanuja Patel 140 on at
    RE: How to generate reports in ssrs to show monthly wise data in ms crm

    How to upgrade the dexterity customization from GP lower version to higher version ?...

    Please Advise...

  • Verified answer
    Inogic Profile Picture
    Inogic 24,094 on at
    RE: How to generate reports in ssrs to show monthly wise data in ms crm

    Hi Tejas,

    If you want to show the fiscal period data on monthly basis, then you would need to develop the custom SSRS report which retrieve the records of this fiscal period and then you would need to add the grouping based on the month.

    If there are no records for a specific month in that fiscal period then those rows will be shown as blank.

    Hope this helps!

    Thanks!
    Sam

  • Verified answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: How to generate reports in ssrs to show monthly wise data in ms crm

    Hi Tejas,

    Check this,

    blogs.msdn.microsoft.com/.../create-a-custom-fiscal-period-entity-for-reporting-and-budgeting

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