Just Wait...

CRM Reports/ Dashboards/ Charts

DASHBOARD

Dashboards in Microsoft Dynamics CRM provide an overview of business data ‒ actionable information that’s viewable across the organization. Use a dashboard to see performance at a glance.

You can create two types of dashboards:

  • User dashboards : A user dashboard can be created by any user in the user’s work area: Sales, Service, or Marketing. A user dashboard doesn’t have to be published to be visible, but it’s only visible to the person who created it, unless shared with others.
  • System dashboards : A system dashboard is created by a system administrator or customizer in the Settings area. A system dashboard must be published to be visible. After it’s published, it’s visible to everyone in the organization, unless hidden by the admin or customizer.
crmdashboards_img
crmcharts_img

CHARTS

A chart is a graphic representation of data from multiple records of an entity. Charts are integrated with grids in the web application. They are built from the query on the data. When the query is updated for the data, the associated charts also get updated automatically.

Charts are available for all views on CRM. There are 2 types of charts: system and personal.

  • System Charts : System charts can only be created by users with the security roles of System Administrator or System Customizer. These charts are by default visible to all users. These charts can be customized by going on to the settings area and customizing the system.
  • User Charts : Personal chartscan only be seen by the users that create them or the ones to whom these charts are shared with. These charts can only be shared if the owner has sharing privileges.

REPORTS

Microsoft Dynamics CRM includes default reports for many common business needs. However, most organizations customize the default reports and add custom reports for specific needs.

Microsoft Dynamics CRM supports two types of report:

  • Microsoft SQL Server Reporting Services report : These reports use SQL queries and filtered views to retrieve report data. Filtered views restrict the data to what is available to the security role of the person running the report. All the default reports that ship with Microsoft Dynamics CRM are SQL-based reports.
    You cannot access filtered views in Microsoft Dynamics CRM Online because access to the SQL database is not supported. Thus, if you have a Microsoft Dynamics CRM Online subscription, use Fetch-based reports for custom reporting.
  • Fetch-based Reporting Services report : These reports use FetchXML queries that are proprietary to Microsoft Dynamics CRM instead of filtered views to retrieve data for reports. Reports that you create by using the Report Wizard in Microsoft Dynamics CRM are Fetch-based reports.

The other reports can be:

  • Links to webpages
  • Static files
  • Dynamic Microsoft Office Excel files that read data from the Microsoft Dynamics CRM database
crmreports_img