Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Create, edit, or copy a report using the Report WizardCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Report PermissionsHow to determine which record types have the data you needThere is one record type for each type of data, such as accounts, contacts, or services.In addition, there are separate record types for:Notes. Every note and attachment is stored as a separate record in the Notes record type.Close activities. Whenever you close an opportunity, quote or order, an activity is createdthat tracks the reason for closing the record. These are stored respectively in theOpportunity Close Activity, Quote Close Activity, and Order Close Activity record types.When you close a case, the data is stored in the Case Resolution Activity.If your report includes data from communication activities, you have two options:If you want data about multiple types of communication activities in one report such as theactivity subjects and due dates for all types of activities, use the Activity record type.If you need specific information about a specific type of activity, such as the recipients, usethe Task, E-mail Message, Fax, Appointment, Letter, or Phone Call record type.Tip:While you are creating your report, keep a window open showing a record from the datatype you are including in your report. It will help you determine which columns to include.1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.2. To add a new report, click New, and then click Report Wizard.– OR –To edit an existing Report Wizard report, select the report, on the Actions toolbar, click EditReport , and then click Report Wizard.You can only use the Report Wizard to edit reports that were created with the wizard.3. Select a starting point for your report.a. To create a new report, select Start a new report.– OR –To start from a copy of an existing report, select Start from an existing report, select thereport, and also clear the Overwrite existing report check box.– OR –Microsoft Dynamics CRM 4.0 User’s Guide 115