Learn how to generate insightful reports directly within Dynamics 365 using the built-in Report Wizard. This guide will walk you through creating, customizing, and running reports to analyze your business data effectively.
In your Dynamics 365 app, navigate to the Reports area. This is typically found in the left-hand navigation pane, sometimes under a 'Tools' or 'More' section.
On the command bar at the top of the Reports screen, click the New button to begin the process of creating a new report.
A dialog box will appear. In the 'Report Type' dropdown, select Report Wizard, and then click the Report Wizard button to launch the guided setup.
Follow the wizard's prompts. Give your report a name, choose the primary record type (e.g., Accounts, Opportunities), and set the filter criteria to specify which records to include.
Select the columns you want to display by clicking Add Column. You can also configure grouping, sorting, and add charts to visualize your data.
Review the summary of your report configuration. Click Next and then Finish to save the report. You can then select it from your reports list and click Run Report to view the results.
Pro Tips for Dynamics 365 Reporting
Before building a report, use Advanced Find to test your filter logic. This ensures you're pulling the correct data before committing to the report structure.
Save time by editing a copy of a pre-existing system report. Select a report, click Edit, and then use Save As to create a new version you can modify.
Once a report is created, you can share it with specific users or teams. Select the report and use the Share action on the command bar to manage access.
The Report Wizard allows you to include both a table and a chart in the same report, providing a comprehensive visual and detailed summary of your data.
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