When you create a report in the Quick Access reports section, there are two ways to share the report configuration and data included in the report. You can send the custom report via email, or you can save the custom report and use it when needed.
Sending a custom report via email is useful if you have some guidelines for how the data should be included, or if you have some special data that needs to be included. For example, if your ice cream brand sponsored an event last year, then sending a custom ice cream sales report will include last year’s sales as evidence of success!
Sending a custom report using Microsoft Dynamics CRM will share the configuration and data included in the report. This includes both creating a new custom report, and sharing an existing one.
Create a custom report formula
With report configuration data, you can create a custom formula that combines data from other reports to create your custom report.
For example, you want to share your customized revenue report with a group of users so they can see how their business is doing, and they can add their own comments and input into the report.
Sharing a custom report will include the configuration data for the report, so users can add data themselves into the report. You do not need to give them access to this data when you set up your custom report.
Creating a custom formula will give you more control over how your reports look and feel, as well as how they share between devices and apps.
Create a shared formula library
Now, you can create a shared formula library where other users can add their own custom reports. These libraries can be for anything: reports based on customer data, report data included in an invoice, or even report data included in an accounting report.
By creating a shared formula library, you make it easier for your sales team to work together and share your reports. Your team can easily import other reports into the formula library to share.
Your team can then use the same formula in their own app to generate a specific report. This makes it easy to share your custom reports with others on your sales team, as they can create and share them themselves.
Making it easy for others to create shared formulas is very important when sharing custom reports with others.
Create a custom report format
Now that you have your custom report in place, it is time to define the format for your report. There are several standard report formats that correlate to other reports and data sources.
Report presentation: The presentation of a custom report includes how the data is organized and how text is marked up. There are two main presentation styles for reports: line graphs and histograms.
Histogram reports show data in a range of colors or shades. A histogram table shows data as a grouped list such as all students who scored higher than 80, all students who scored lower than 80, and all students who scored below 60.
Line graphs show the same information as a chart but instead of showing percentages, showing the number of each categorypresented in one line. Both of these styles can be used withdata.
Share the report configuration
When creating or editing a custom report, you can choose to share the report configuration. This includes which columns your data will come in and whether or not you can add additional columns to your data.
Sharing your report configuration will also include sharing your custom reports with others. When creating a custom report, you can specify which reports your users can access and edit.
When sharing a custom report, make sure to include the included lablels of data and formatting. If there are any errors in data or formatting, make sure to include those as well.
User can then import their own data into the custom report if they have access to that feature. Users cannot just create a custom report and expect others to be able to use it.
Share the data used in the report
If you want your report users to be able to enter their own data for the report, they must share the same data that was used to create the report. This data can come from their own records or records from another person or entity.
Users can either input their data directly in the report or save their work and then input it into the report later. Either way, they will receive an identical report to what they entered, just with some adjustments made based on their information.
This is very important to note as some data may be important to you but may not be important to others.
Share the report formula
If you want your custom report to calculate a particular metric or metrics in the report, then you must define the formula in the report.
Defining a custom formula in your custom report will include all of the inputs for the formula in your report. For example, if your report reports sales per month on an income line, then this would include the values of the months in the income line as well as the total revenue for that month.
By including these components, you can create a custom report that calculates how many people are visiting your website every month and how much money they spend on your website. You can even combine these reports to get a more detailed view of how successful your website is at encouraging spending.
Share the formula library
If you want to share your custom report formula library with other users, you’ll need to add it to the shared formula library. Users can then use the same report data in their reports!
To add a new formula library, go to Page Builder > Edit = link. You can then move and rotate links as you wish, including adding new formulas and sharing the data included in the report.
To add a new link in the page builder, go to Page Builder > Add New Link.
Share the format for the report
If you want your report to be in a specific format such as pdf, ppt, or csv then you must specify that in your report format.
You can only use the same format for your reports once! So, if you want a different format for each report merge them into the data feed to create your custom reports.
Common formats include: pdf, ppt, csv. You can’t mix and match these unless you tell the feed to share a different format.
