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

From a recordOnly reports that relate to the current record type will be available.To run a report including data from just one record:a. With a record open, on the Actions toolbar, click Reports .b. Under Run on Current Record, click the name of the report.From Microsoft Dynamics CRM for OutlookAll reports can be run when you are online.To run a report while you are offline, you must first create a local data group that includes the report, aswell as a local data group that includes any data that should be included in the report.To create a local data group that contains reports, on the CRM menu, click Modify Local Data Groups,click New, select the the Report record type, and then define the criteria for which reports to include.More information: Work with Data to Take OfflineTo run reports from the Reports area, in the Outlook Navigation Pane, under MicrosoftDynamics CRM, click Workplace, click My Work, click Reports, and then select a report torun.To select a report from a record or list, follow the procedures above. These steps work the sameway in Microsoft Dynamics CRM for Outlook.From a report you saved locallyIf you have saved a report on your computer or shared file system that reads dynamic data from MicrosoftDynamics CRM, to open it, browse to the folder that contains your saved report, and double-click the file.If the report offers filter criteria, if needed, modify the filter criteria and then click RunReport.The list of existing report filtering criteria is grouped by record types that you can use in the filter,such as Accounts or Contacts.To edit a parameter in simple mode, click the underlined value and enter a new value.– OR –To edit the filter criteria in detailed mode:. Click Edit Filter.a. To add a criteria row:1. In the area for the record type that the field belongs to, click Select, and specify thefield to filter on.2. Click the query relational operator, and select an operator.24 Microsoft Dynamics CRM 4.0 User’s Guide