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System Settings dialog box - Reporting tab

Use the settings on this page to configure reporting settings for Microsoft Dynamics CRM.

Open the Reporting System Settings dialog box

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Administration > System Settings > Reporting tab.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Administration > System Settings > Reporting tab.

Settings

Description

Specify report categories

Default categories:

  • Sales Reports

  • Service Reports

  • Marketing Reports

  • Administrative Reports


Note

If you add a new category or change existing categories, you should also change the default views available for the Report record type. Otherwise, users won't have a way to see all reports in the new categories.


Default Value

Default: Unassigned Value. Select the default report category.

Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

 
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