Q. How to create Reports in Dynamics 365 using Report Wizard | Power platform?
You can go through the steps of how to create an Email Template in Microsoft Dynamics 365 and apply it in the below video:
Dynamics 365 also provides a reporting wizard, which is a tool that helps you create and modify reports quickly and easily. The reporting wizard can be used with both system and custom entities in Dynamics 365.
The reporting wizard can also be used to modify existing reports. Simply select the report you want to modify and click "Modify" in the ribbon. The wizard will guide you through the same steps as when creating a new report.
Overall, the reporting wizard is a useful tool for creating and modifying reports quickly and easily in Dynamics 365. It is especially helpful for users who are not familiar with SQL Server Reporting Services or other reporting tools.
To use the reporting wizard, follow these steps. Scroll down to see the steps in detail with snapshots.
Navigate to the entity for which you want to create or modify a report.
Click on the "Reports" tab and select "New Report" from the ribbon.
In the "New Report" dialog box, select "Reporting Wizard" and click "OK."
The wizard will guide you through the process of selecting data for your report, choosing a layout, and adding fields and filters. You can also preview your report at any time to see how it will look.
Once you have finished configuring your report, click "Finish" to save it.
Dynamics 365 provides several reporting tools to help you analyze and visualize your data. Here are some of the reporting features available in Dynamics 365:
Power BI: Power BI is a business analytics service that lets you connect to a wide range of data sources, create dashboards and reports, and share insights with others. You can use Power BI to create interactive reports and visualizations based on your Dynamics 365 data.
Dynamics 365 Reporting Extensions: Dynamics 365 Reporting Extensions is an add-on that lets you create reports using Microsoft SQL Server Reporting Services (SSRS) and Microsoft Excel. You can use these tools to create pixel-perfect reports that meet your organization's needs.
Advanced Find: Advanced Find is a powerful tool that lets you search for specific records in Dynamics 365. You can use Advanced Find to create complex queries and save them as personal or system views. You can then export these views as Excel or CSV files to analyze your data further.
Charts and Dashboards: Dynamics 365 allows you to create charts and dashboards to visualize your data. You can use the out-of-the-box charts and dashboards or create your own using the drag-and-drop designer.
Excel Templates: You can use Excel templates to create reports based on Dynamics 365 data. You can create these templates using Excel and then import them into Dynamics 365.
Overall, Dynamics 365 provides a wide range of reporting tools that can help you analyze and visualize your data. You can choose the tool that best suits your needs depending on the complexity of your data and the level of customization you require.
SQL Server Reporting Services (SSRS) is a powerful reporting tool developed by Microsoft. It is a server-based solution that allows users to create, deploy, and manage reports. SSRS can be used to create reports from various data sources, including SQL Server, Oracle, and Excel.
The Dynamics 365 Reporting Wizard and SQL Server Reporting Services (SSRS) are both tools used for creating reports in Dynamics 365. Here are some differences between the two:
Overall, the Dynamics 365 Reporting Wizard is a simpler tool that is best suited for creating basic reports, while SQL Server Reporting Services is a more powerful tool that offers advanced customization options and is better suited for creating complex reports.
By default, a report is a personal report and can be used only by the author unless it is shared.
Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.
Share the report with other users or teams
Go to Reports.
In the list of reports, select the report and on the command bar, select Edit.
On the Actions menu, select Sharing.
In the Share Report dialog box, select Add User/Team.
In the Look Up Records dialog box, select the users or team you want to share the report with, and select Select > Add.
In the Share Report dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.
Then select Share
Steps to Create Report using Reporting Wizard in Dynamics 365
1. Log in to Dynamics 365 and click on ‘Reports’ from the left pane and click on the “New” button to create a new report.
You can also go to ‘Settings’ and click on ‘Advance setting’ and find reports under Tools as below
2. Fill in the details like Name and Report Type should be “Report Wizard Report”. Now click on “Report Wizard” to configure the report layout.
3. Select “Start a New Report” while creating a report from scratch. If you already have a report and want to modify the existing report then you can select “Start from an existing report” and select your report from the search bar. Click on the “Next” button
4. Here we need to select the Entity/Table for which we want to create the report from the “Primary Record type” field. You can select system entities like Account, Contact, Lead, Case, etc, or your custom entity from the drop-down list. Click on the “Next” button after the selection
5. Here you’ll get the option to make your report advance by using filter criteria. Suppose you want to show only active contact or some particular accounts then you can select it from the “Use Saved View” dropdown.
If you want the report with data which is having actual revenue equal to or greater than some value or based on some currency type then you can add those criteria by clicking on the “Select” field and selecting your field and condition.
Click on the “Next” button after the selection
6. Click on the “Add column” button to add the fields which you want to show in the report. On the right side, we have options to do sorting, remove the field, change field properties, etc.
7. Once you click on “Add column”, you’ll get the interface below, choose the field and you can change the properties of that field from the column width field.
8. To show the report based on sorting of the Topic field, click on “Configure Sorting” select the sorting field from the “Sort By” dropdown list, and select whether you want to show the field in ascending order or descending order. Click on “OK”.
9. Once you have selected the fields, click on the “Next” button.
10. Here. we can select how we want to show our report i.e. in table format or chart format. Select table format and click on the Next button
Note - Chart format configuration is shown in the below step
11. On the next page, it will show your report details like name and selected entity. Click on the Next button
12. Click on the Finish button
13. Your report is ready. You can click on “Run report " and see the data.
14. Your report will be shown once you’ve clicked on Run Report like below
15. You can download the report by clicking on the Save button. We can download the report in different formats like- pdf, word, PowerPoint, excel, etc. Your report creation part is done.
16. Now we will modify the report and see the report in Pie chart format.
Open the report or click on the edit button. Now click on “Report Wizard”
17. Select “Start from an existing report” and select your report if it’s not selected by default. Click on the Next button
18. Click on Next, Next, and Next like in steps 4,5, and 9.
19. Select chart and table report format and click on the next button
20. Select your report format. I’ll go with Pie Chart here. Click on the next button
21. Select the field for showing data in the pie chart from the dropdown list and click on the next
22. Click next and finish steps 11 and 12. Now click on Run report to see the report in pie chart format.
23. Pie chart will be shown on the next page like below.
24. There is an “Action” button in the command bar from where you can delete the report, share it with your team members, download the report, and so on.
25. You can also do the actions by selecting the report from the report section. I’ll show you how to share the report with other team members now. Select the report and click on the Share button.
26. Search for the user in the search bar to whom you want to share the report and select him/her
27. After selecting the user, give permission like read, write, modify, delete, etc, and click on the Share button. The report will be shared with that user and he can perform the actions for which you’ve given permission.
You have finally created the report in a Table and Pie Chart format and learned how to delete, and share the report.
I’ll show how to create an SSRS report in the next blog.
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