Category Archives: Reporting

How-to: Use SQL CTE with custom reports in CRM

One of my client asked me the other day to produce a report containing all the cases (incidents) in the system… OK, this is pretty easy and it already exists somewhere Sourire

But the hardest part was the filtering of this report: he wanted to be able to put a parent subject in the filter and the report should take care of getting all the child under this subject!

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How-to series: Create a custom report (part 5)

So, after a long time, I’ve decided to end my how-to series by explaining how to embed a subreport in a custom report.

If you don’t already know how to create a custom report, I’ll suggest that you follow my previous posts on this same blog for more info: part 1, part 2, part 3 and part 4.

So the purpose of this last post of the series is to explain how-to embed a subreport in a parent report and how-to pass parameters to this subreport (for example: pass the account ID from the parent report to the subreport).

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How-to series: Create a custom report (part 2)

This is the second part of this “how-to” series regarding the creation of a custom report in Microsoft CRM 4.0. For those who want to read the first part, you can go here: How-to series: Create a custom report (part 1)

Well, in the first post, we looked at how to create a new report using the “Report Wizard” provided by Microsoft CRM and, honestly, this report looked awful! :-)

In this part, I will show you the internal stuff behind the scene and how you can add your own TSQL query to return the data you really want to see.

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