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

To clear all criteria and start over, on the Filter toolbar, click Clear, and then click Confirm.To delete a row, click the Options menu buttonfor that row, and then click Delete.To hide a row in simple mode, while you are in detailed mode, click the Options menubutton for that row, and then click Hide in Simple Mode.If you have a hidden row when viewing filter criteria in simple mode and you want to show thatrow again, then in detailed mode, you must click the Options menu button for that row, andthen click Show in Simple Mode.You can set your personal options so that report filters and Advanced Find criteria always open insimple or detailed mode. More information: Set Personal OptionsIf the report offers parameters, if needed, modify the parameters and then click ViewReport.Locate data in the report.To view or change a record, click the first field in the row for the record. A separate MicrosoftDynamics CRM window will open with the record.To view all records associated with a summary or chart report, click Show All at the bottomof the report. To navigate back to the original report, click Original Report in the report titlearea.To view detailed information about an area in a chart, click an area of the chart. To navigateback to the original report, click Original Report in the report title area.To page through the report, on the Report toolbar, use the Page Navigationbuttonsand then press Enter.. To locate a specific page, type a page number in the boxTo quickly locate specific information in your report, in Find | Next, type a few characters,and then click Find.To sort a column, click the column title. The direction of sorting is indicated by theAscending sort button or the Descending sort button .To view or hide the filter summary, expand or collapse Filter Summary.To update your report, click the Refresh button .To hide the report parameters, click the Hide Parameters button. To display the reportparameters, click the Show Parameters button .Print the report. On the Report toolbar, click the Print button .If you are working offline using Microsoft Dynamics CRM for Outlook, on the Report toolbar, selectWeb archive format, click Export, and then on the File menu, click Print.TipsIf a chart doesn't display the first time you export a report to Web archive format, exportthe report a second time.To print reports, you need a Reporting Services Microsoft ActiveX control. The first time youprint a Reporting Services report from either Microsoft Dynamics CRM or Microsoft DynamicsCRM for Microsoft Office Outlook, you will see a prompt Do you want to install thissoftware?.88 Microsoft Dynamics CRM 4.0 User’s Guide