Microsoft CRM 3.0 Report Scheduling Wizard
Brief Description
This wizard makes it easy to schedule Microsoft CRM reports.
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Quick Details
| File Name: | CRM3.0-KB913055-Server-ENU.exe |
| Version: | 1.0 |
| Knowledge Base (KB) Articles: | |
| Date Published: | 2/20/2006 |
| Language: | English |
| Download Size: | 604 KB |
| Estimated Download Time: | 2 min 56K |
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| Change Language: | |
Overview
Once installed, the Report Scheduling Wizard is available from the Reports area of Microsoft CRM. It can be used by any user with Report Manager privilege to schedule any Reporting Services report to run on a daily, weekly, or monthly schedule, as well as to create a snapshot of a report which includes data from a specific time point.
Snapshots created with the wizard can be made available to the user running the wizard, or can be shared with other users.
This download also includes modified help files so that information on generating and viewing snapshots is included in online Help. 
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System Requirements
- Supported Operating Systems: Windows 2000 Server; Windows Server 2003; Windows Small Business Server 2003
Other Requirements:
- Microsoft CRM 3.0
- This tool is for English editions only.
- This tool is not supported with Microsoft Windows Small Business Server 2003 R2 (SBS 2003 R2).
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Instructions
- On your Microsoft CRM server, click CRM3.0-KB913055-Server-ENU.exe, and then click Run.
- OR -
Click CRM3.0-KB913055-Server-ENU.exe, click Save, and save the file. From your Microsoft CRM server, double-click the saved file.
- Accept the license agreement, and then click Finish.
To use the Report Scheduling Wizard once it is installed, in the Microsoft CRM Navigation Pane, click Workplace, under My Work click Reports, select a report, and then on the More Actions menu, click Schedule Report. The Schedule Report command is displayed only if you have the Microsoft CRM Report Manager privilege.
For more information on how to schedule and view snapshots, after the Report Scheduling Wizard is installed, in the Microsoft CRM Reports area, on the Help menu, click Help on This Page. Top of page
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