Update Report

Feb 23, 2012 at 2:46 PM

Hi nice tool but how can i update a existing report?

Feb 23, 2012 at 9:20 PM

Hello, Picard

It's easy, just download the existing report, save it to your local filesystem in a folder, generate the publishconfig.xml and you are good to go. In order to download an existing report from CRM:

  1. On the destination Microsoft Dynamics CRM server, open a browser window and navigate to Microsoft Dynamics CRM on the source Microsoft Dynamics CRM system.
  2. In the Microsoft Dynamics CRM Reports grid, select the custom report. On the toolbar, select Edit Report and then select Actions. In the Actions menu, select Download Report.
  3. Click Save. Specify a file name when you are prompted and save the report to the destination system. A local copy of the report now exists on the destination system.

As seen in this MSDN article: http://msdn.microsoft.com/en-us/library/bb955096.aspx

Thanks for dropping by!