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After you have defined your report by selecting the various report components, you can run and preview your report with Live Data.Ī few screen shots of ReportBuilder 2.0 are shown below.For example, while creating a matrix report, the matrix report prompts you to select the rows, columns as well as the aggregate fields. Once you specify the dataset for the component, the wizard asks you to select the various pieces of data that will be included in your report. Each component specifies the dataset that it will use for fetching its data. A wizard is provided for customizing each of these components. The following components are supported in reportBuilder 2.0 – Charts, Gauges, Tables, Matrix, and List reports. Select and customize the components that you would like to include in your reports.After defining, you are ready to build your report. The QueryDesigner in ReportBuilder 2.0 allows you to select your columns, specify the necessary joins between the tables, and specify the filtering criteria for your query. Define the DataSet – Select the tables/columns from this data source that you wish to include in your report.Define the Data Source – ReportBuilder 2.0 provides a wizard that allows you to build your data source.If you want to build a report using ReportBuilder 2.0 the following is the general approach that you should follow – (For information on ReportBuilder 2.0 see ) Report Builder 2.0 can also be used for creating CRM reports by a CRM administrator having access to the SQL database. Once created using the Report Builder, these reports can be uploaded into CRM. Personally, it took me, not more than 10 minutes to create my very first report using Report Builder 2.0.
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The tool is a boon to report writers who wish to create powerful reports. For example – You can use a sales funnel report in SQL 2008 to show the distribution of sales opportunities in a funnel chart, and use a gauge to track the overall effectiveness of your sales team.Īnother powerful tool that ships with SQL 2008 is the Report Builder 2.0. A wide variety of chart types, gauge types and matrix reports have been introduced to provide the Dynamics CRM user extremely useful reporting tools and a fantastic user experience. SQL 2008 Reporting Services introduces a brand new set of components to be used in reports.