Run a report

After you've entered and saved all your data related to your contacts and accounts, you can run reports to gain valuable insight into the data you've collected to help in the running of your business.

Navigate to the contact or account you want create an activity for.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.
2. Click or tap the work area name, and then click or tap Reports.
If using CRM for Outlook
1. In the Navigation Pane, expand your organization if necessary, and then expand Workplace.
2. Expand My Work, and then click or tap Reports.
Double-click the report you want, and in the Report Viewer dialog box, you can leave the criteria as is, or change it as needed.
Click or tap Run Report.

Note

If multiple Language Packs are installed, only reports that are marked for display in the language you specified in Personal Options will be visible. More information: Customize regional options - personal options