Thursday, 22 January 2009

Viewing CRM 4.0 Reports in Report Manager

Some of my previous posts (e.g. http://mscrmuk.blogspot.com/2008/01/scheduling-and-emailing-reports-with.html) were written based on CRM 3.0. Most of the reporting principles are similar for CRM 4.0, but the reports are configured slightly differently within Report Manager. The key differences are:
  1. The CRM items are hidden by default in Report Manager. If you browse to the OrganisationName_MSCRM folder you won't see the hidden items. To see them, click on the 'Show Details' button on the right of the toolbar
  2. The CRM 4.0 reports are stored in a sub-folder called 4.0. Click on this folder to see the reports
  3. CRM 4.0 specifies the ReportID Guid as the report name, and the friendly name is now in the Description fields
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3 comments:

  1. E^ka23 January 2009 at 08:53

    Thank you.... Please, help...
    Where can i download the CRM Report Scheduling Wizard for CRM 4.0 ? Becouse, when i try to install the schedule update i get this error.
    " Setup could not find MS CRM 3.0 Server or you have a mismatch between update language and MS CRM language"

    ReplyDelete
  2. E^ka23 January 2009 at 10:57

    On the toolbar i have't a button 'New Subscription'.
    Why it is possible?

    ReplyDelete
  3. E^ka2 February 2009 at 14:59

    Thank you! But i have a new problem..
    I use Scheduling the Report in Report Manager. And i see in Report Manager (in My Subscription):

    "Failure sending mail:The transport failed to connect to the server"

    Why it may be?

    ReplyDelete