Edit the default filter of a report

When a report is a Microsoft SQL Server Reporting Services report, is enabled for prefiltering, and has a default filter, you can change the default filter to display the data you expect to see in the report. This filter is used each time any user runs the report.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    • Follow the steps in View your user profile..

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

  2. Go to Reports.

  3. Select a report, and on the command bar, click or tap More Commands , and then click or tap Edit Default Filter.

    To see all reports, including sub-reports that aren’t visible in the default view, select the All Reports, Including Sub-Reports view.

  4. Modify the filter criteria.

    The criteria are grouped by record types that you can use in the filter, such as Accounts or Contacts.

    • To edit an existing row, click or tap the query relational operator and select an operator, or click or tap the underlined value and enter a new value.

    • Click or tap the query relational operator, and select an operator.

    • To add a criteria row:

      1. Click or tap Select, and specify the field to filter on.

      2. Click or tap the query relational operator, and select an operator.

      3. Click or tap Enter Value, and enter a value to filter on. For some values, you can click or tap the Select or change the values for this field button to open the Select Values dialog box and select the value you want.

    • To group criteria, you must select two or more rows for the same record type. For example, Sales Stage and Est. Revenue are both field values in the Opportunity record type and two rows that specify filter criteria for these fields can be grouped. However, rows with field values from different record types, such as Account and Opportunity record types, cannot be grouped.

      1. For each row you want to group, in detailed mode, click or tap the Options menu button for that row, and then click or tap Select Row.

      2. On the Filter toolbar, select Group AND or Group OR.

      3. To remove a row from a group, click or tap the Options menu button for that row, and then click or tap Delete.

      4. To select a group, click or tap the Options menu button for that group, and then click or tap Select Group.

      5. To add a criteria clause to a group, click or tap the Options menu button for that group, click or tap Add Clause, and then select the field, query relational operator, and value.

      6. To unselect a group that has been previously selected, click the Options menu button for that group, and then click or tap Deselect Group.

      7. To ungroup a group, click or tap the Options menu button for that group, and then click or tap Ungroup.

      8. To change a Group AND group to a Group OR group, or a Group OR group to a Group AND group, click the Options menu button for that group, and then click or tap Change to OR or Change to AND.


        Tip

        • To clear all criteria and start over, on the Filter toolbar, click or tap Clear, and then click or tap Confirm.

        • To delete a row, click or tap the Options menu button for that row, and then click or tap Delete.


  5. Click or tap Save Default Filter.