You now know how to create, modify, share, and schedule reports. As you begin creating additional reports, you’ll find proper categorization very helpful for organizing different types of reports into logical groupings. By default, the following categories are available for reports in Microsoft Dynamics CRM:
Administrative Reports
Marketing Reports
Sales Reports
Service Reports
Tip
Users with elevated security rights can modify and add report categories to match their business needs. This option is available on the Reporting tab of the System Settings dialog box, which is accessible in the Settings area. Contact your system administrator if you do not have access to this area.
In addition to providing local groupings for reports, the categorization feature provides other options, described in the following table.
Categorization field | Description |
|---|---|
Related Record Types | This specifies the types of records relevant to the report. By default, this is set to the primary record type. In the Active Opportunities By Owner report, the Related Record Type is set to Opportunities. |
Display In | This specifies where the report can be accessed within Microsoft Dynamics CRM. The available options are
|
Languages | This shows the languages supported by the report. |
Not only can reports be viewed in the Reports view in the Workplace area, they can also be viewed from the grid and form toolbars if they are configured to do so. The Display In option of each report allows you to designate where the report can be accessed. The Reports Area option is set by default and makes the report available under the Reports list in the Workplace area. The additional options are:
Forms for related record types. This option allows a report to be run from within a record. For example, the Account Overview report can be run from within an account record.
Lists for related record types. This option allows a report to be run from the grid toolbar. Again, the native Account Overview report can be run from account grids. You can select multiple records to include in the report, or you can run it for a single record.
In this exercise, you will categorize the Active Opportunities By Owner report that you created earlier in this chapter.
Note
USE your own Microsoft Dynamics CRM installation in place of the Adventure Works Cycle site shown in this exercise.
BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site, if necessary, before beginning this exercise.
In the Workplace area, click Reports.
Select the Active Opportunities by Owner report without opening it, and in the grid toolbar, click the Edit Report button.
The Report form displays.
In the Categorization section, in the Categories field, click the ellipsis button.
The Select Values dialog box appears.
In the Available Values section, click Sales Reports, and then click the right arrow button to select the value.
Click OK to close the dialog box.
On the Report form, click the Save and Close button to save the category selection.
In the Reports grid, in the View list, select Sales Reports.
The Active Opportunities By Owner report now appears in the sales grouping.
