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

If the recipients are in the same domain as you, and are Microsoft Dynamics CRM users, you can e-mail a dynamic Excel file, or store it as a shared file. When recipients open the dynamic file, theywill see data they have permission to view in Microsoft Dynamics CRM, so the data they see may bedifferent from what you see.NotesThere is potential for data loss if you export from Microsoft Dynamics CRM to a Microsoft Office Excel2003 comma-separated value (CSV) file.To ensure that the file is exported correctly, you must have data in every row of the last column ofthe list you are exporting. You can add a space or other character in last column of the file orreorder the columns so that the last column always contains data. More information: MicrosoftKnowledge Base Article 77295Some system views, such as Accounts: No Campaign Activities in Last 3 Months, can be exported onlyto a static Excel worksheet.Run a ReportRun a reportCan 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 Permissions1. Find and open a report:From the Reports areaa. In the Workplace, under My Work, click Reports.b. To narrow the list, enter the first few letters of the report name, or use the asterisk (*) wildcard inthe Search for records box and then click the Find button. You can also select a view.c. In the reports list, double-click the report that you want to run.If the report has a default filter, the default filter will be displayed. Follow step 2 to change the filter.Tip: To run a report without seeing the default filter, select the report, and then on the Actions toolbar,click More Actions, and then click Run Report.From a list of records, including the results of an Advanced Find searchOnly reports that relate to the current record type will be available.You can run some reports on all records in the list, up to ten selected records, or without limiting therecords as if you were running the report from the Reports area.To run a report on all records on the list:a. On the Actions toolbar, click Reports .Microsoft Dynamics CRM 4.0 User’s Guide 85