Microsoft Dynamics CRM

Dynamics 365: Create Custom Report Categories and Views to Organize Reports

By March 27, 2019No Comments

It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to create a new report category, then a new system view to further organize your reports.

Once you have a new report category in mind, head to Settings–>Administration–>System Settings:

Select the “Reporting” tab:

You’ll see the out-of-the-box report categories listed here.  There are many out-of-the-box reports using these, so keep that in mind if you decide to rename the existing categories.  We’re going to add “HR Reports” to this list by selecting “Add”:

Enter your new category, then select OK:

You can rearrange the categories by selecting “Move Up”, “Move Down”, or Sort Ascending/Descending. Select OK when finished.

Now that a new category has been created, open the default solution by going to Settings–>Customizations–>Customize the  System.  Expand “Entities”, then find “Report”, then select “Views”:

Open “Administrative Reports”, then select “Save as”:

Give the new View a name (in this case, HR Reports). Since we made a copy of an existing report, select “Edit Filter Criteria” and update the report category:

Select OK, then save & close the view. Publish all customizations.  Now, you can head back to your reports area and categorize reports as needed–select the report, then “Edit”, then select the appropriate categories.

 

Megan Hagedorn

Author Megan Hagedorn

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