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Publish reports

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

To make reports available to users, publish the reports in Microsoft Dynamics 365.

Publish a report in Microsoft Dynamics 365 by using the web application

  1. Create a new report or modify a report by using SQL Server Data Tools. More information: Create a new report using SQL Server Data Tools

  2. Sign in to Microsoft Dynamics 365, and then go to Sales > Reports.

  3. On the command bar, click New.

  4. In the Report:New Report dialog box, in the Report Type list, select Existing File, click Browse, and then specify the location of the .rdl file in the File Location box.

  5. Emter appropriate data in the Details section of the Report:New Report dialog box.

  6. Click Save and Close.

    You can test the report by selecting it from the Available Reports list. To add the report to context-sensitive lists and forms in Microsoft Dynamics 365, follow the steps in Determine where the report will appear.

    Tip

    To update the report or to update the information that is displayed in Microsoft Dynamics 365, such as the description, in the Available Reports list, select the report, and then click Edit on the command bar.

Determine where the report will appear

  1. Select the report in the Reports view, and then click Edit on the command bar.

  2. In the Report dialog box, specify values in the Categorization section according to the following descriptions:

    • Categories: Categorizes the report by its intended purpose. For example, a sales report can be included in context-sensitive lists and forms in the Sales area of Microsoft Dynamics 365.

    • Related Record Types: Associates the report to specific entities, such as accounts or contacts.

    • Display In: Allows the report to be displayed in context-sensitive forms and lists. You can restrict where the report is displayed. If you intend to publish a hidden report, clear the Display In check box.

  3. Click Save and Close.

By default, a report is uploaded as a user-owned report. To make the report visible to the whole organization, you can do either of the following when editing a report:

  • In the Report dialog box, click the Administration tab, and then in the Viewable By field, select Individual.

  • In the Report dialog box, on the Actions menu, select Publish Report for External Use.

Define a default filter for the report

You can define a default filter for a report so that the filter criteria are used every time the report is run.

  1. Select a report in the Reports grid, and on the More Actions (…) menu, select Edit Default Filter.

  2. In the Report Viewer dialog box, define the default filter criteria that will be used every time the report runs, and then select Save Default Filter.

See Also

Report & Analytics with Dynamics 365
Report considerations and best practices

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