Friday, March 9, 2012

CRM 2011 Report "Pre-Filter" Configuration

  1. Go to Workplace -> Reports 
  2. Select the report in the Reports grid. 
  3. In the Ribbon, click Edit Default Filter configuration button (figure 1). 
  4. In the Report Viewer dialog box, define the default filter criteria that will be used every time the report runs. 
  5. Click Save Default Filter. 
  6. Run the report. 


That's it. No messing with the report rdl file.

2 comments:

Santosh Bhagat said...

Hello all,

I am making fetchxml based custom report for crm 2011.

My report is working fine if the number of record reterive by fetchxml is less . but when the record set is too large. it stop working after few minute .

one another issue is that report take too much time to generate.



Any Solution ????

Rafael said...

Fetch XML queries return a maximum of 5000 records, for performance reasons.

Is your CRM instance online or onpremise? If On Premise, you can develop SQL based reports leveraging the filtered views.

Do you have access to the Sql Reporting Server logs?